Fidelity Funds - American Growth Fund A-ACC-USD/  LU0275693405  /

Fonds
NAV2024-12-20 Chg.+0.4900 Type of yield Investment Focus Investment company
37.1300USD +1.34% reinvestment Equity Mixed Sectors FIL IM (LU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2007 2.10 -0.10 2.65 5.35 2.27 -1.60 -4.06 -0.28 4.71 4.14 -1.73 2.11 +16.22%
2008 -11.20 -0.49 -5.47 5.89 3.21 -3.40 -4.42 -1.72 -13.64 -17.32 -7.25 1.10 -44.53%
2009 -5.67 -7.03 2.90 9.93 3.02 -0.05 7.54 2.15 3.69 -1.45 4.50 2.95 +23.37%
2010 -3.83 1.87 5.72 3.26 -9.97 -5.27 5.60 -4.29 8.78 4.76 1.23 7.16 +13.97%
2011 1.74 4.06 -0.37 1.10 -2.91 -1.44 -1.40 -6.66 -9.47 12.29 -1.19 0.71 -4.98%
2012 5.53 4.12 0.62 -1.77 -7.89 2.95 2.85 1.74 1.51 -2.20 1.33 -1.06 +7.28%
2013 6.50 1.29 3.34 1.36 3.84 -1.48 7.12 -2.27 4.74 3.08 2.90 3.79 +39.55%
2014 -0.23 6.07 -1.76 -3.29 2.86 3.90 -1.73 4.71 -2.88 2.53 1.90 -0.55 +11.57%
2015 -1.67 7.57 -0.46 1.72 -0.65 -0.59 0.86 -5.54 -5.25 7.29 0.68 -3.10 -0.07%
2016 -8.36 2.51 5.26 0.63 2.52 -2.18 4.05 0.27 0.67 -2.99 3.63 0.00 +5.36%
2017 3.50 2.75 -0.68 1.75 1.91 -0.18 2.54 1.12 2.27 1.31 1.01 1.89 +20.89%
2018 5.90 -2.37 -2.06 0.32 3.23 2.09 2.30 2.20 0.44 -7.34 0.42 -9.46 -5.30%
2019 10.16 6.24 0.35 3.44 -2.99 3.82 3.26 -1.42 0.42 1.99 4.66 1.12 +34.99%
2020 -0.13 -7.41 -12.72 10.60 6.85 0.04 4.08 5.64 -2.49 -0.84 11.47 4.69 +18.39%
2021 0.25 6.13 3.77 4.65 -0.41 0.35 1.13 1.61 -2.92 3.51 -3.06 4.38 +20.63%
2022 -4.25 1.19 1.61 -6.51 -3.19 -6.39 3.91 -4.22 -6.49 7.45 4.96 -1.64 -13.90%
2023 5.11 -1.85 0.24 0.47 -4.15 3.11 3.86 0.65 -3.99 -1.89 5.64 4.27 +11.37%
2024 0.44 0.87 5.21 -3.28 2.36 2.34 3.09 1.71 0.63 -0.16 5.19 -3.11 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.39% 11.19% 10.32% 14.69% 17.61%
Sharpe ratio 1.32 1.22 1.30 0.19 0.39
Best month +5.21% +5.19% +5.21% +7.45% +11.47%
Worst month -3.28% -3.11% -3.28% -6.51% -12.72%
Maximum loss -5.52% -5.52% -5.52% -24.10% -34.09%
Outperformance +7.52% - +6.98% +18.95% +17.76%
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Fidelity Fd.American Gr.Fd.I Acc... reinvestment 21.2800 +23.43% +31.85%
Fidelity Funds - American Growth... reinvestment 43.9100 +21.30% +25.03%
Fidelity Fd.American Gr.Fd.W Acc... reinvestment 1.7890 +16.70% +17.08%
Fidelity Fd.American Gr.Fd.W Acc... reinvestment 3.2070 +17.95% +27.21%
Fidelity Funds - American Growth... reinvestment 31.9600 +23.25% +31.20%
Fidelity Funds - American Growth... reinvestment 29.7100 +14.23% +9.75%
Fidelity Funds - American Growth... reinvestment 38.3700 +17.34% +21.12%
Fidelity Fd.American Gr.Fd.Y Dis... paying dividend 35.7000 +17.32% +21.10%
Fidelity Funds - American Growth... reinvestment 37.1300 +16.29% +18.02%
Fidelity Funds - American Growth... reinvestment 45.5800 +22.20% +27.89%
Fidelity Funds - American Growth... paying dividend 98.3000 +16.32% +18.04%

Performance

YTD  
+15.96%
6 Months  
+7.94%
1 Year  
+16.29%
3 Years  
+18.02%
5 Years  
+58.40%
10 Years  
+159.65%
Since start  
+271.30%
Year
2023  
+11.37%
2022
  -13.90%
2021  
+20.63%
2020  
+18.39%
2019  
+34.99%
2018
  -5.30%
2017  
+20.89%
2016  
+5.36%
2015
  -0.07%