Fidelity Funds - American Growth Fund A-USD/ LU0077335932 /
| NAV04.11.2024 | Diff.-0,3400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 96,2000USD | -0,35% | ausschüttend | Aktien Branchenmix | FIL IM (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1997 | - | - | - | - | - | - | - | 0,84 | 4,60 | -9,60 | -2,24 | 2,09 | - |
| 1998 | -1,17 | 8,39 | 5,56 | 1,04 | -6,15 | 3,91 | 0,35 | -19,63 | 6,84 | 10,57 | 9,38 | 8,74 | +26,24% |
| 1999 | 22,57 | -8,39 | 12,04 | 12,47 | -5,46 | 5,20 | -0,66 | -2,16 | 0,96 | 6,04 | 14,78 | 23,36 | +107,34% |
| 2000 | -7,08 | 30,37 | -4,09 | -14,15 | -8,48 | 15,68 | -5,58 | 17,53 | -3,18 | -7,95 | -16,95 | 12,12 | -2,76% |
| 2001 | 3,37 | -19,73 | -13,67 | 19,15 | -2,02 | 1,74 | -6,62 | -9,17 | -16,04 | 14,61 | 11,04 | 4,92 | -19,09% |
| 2002 | -1,23 | -5,56 | 5,64 | -2,16 | -1,08 | -8,30 | -8,61 | -1,07 | -7,19 | 8,26 | 7,45 | -8,32 | -21,74% |
| 2003 | -4,36 | -0,32 | 0,76 | 8,00 | 8,63 | 0,38 | 1,98 | 4,77 | -0,70 | 8,88 | 2,69 | 0,68 | +35,11% |
| 2004 | 3,90 | 0,30 | -1,81 | -6,83 | 1,79 | 2,63 | -6,34 | -3,07 | 4,76 | 0,95 | 7,03 | 3,11 | +5,51% |
| 2005 | -4,63 | 2,89 | -3,63 | -8,13 | 6,55 | 2,61 | 6,08 | 0,80 | 3,93 | -4,59 | 5,78 | 1,95 | +8,62% |
| 2006 | 8,09 | -1,23 | 4,25 | 2,63 | -6,30 | -0,04 | -6,98 | 0,20 | -0,16 | 2,59 | 0,23 | 0,95 | +3,36% |
| 2007 | 2,08 | -0,11 | 2,71 | 5,38 | 2,23 | -1,54 | -4,12 | -0,28 | 4,77 | 4,15 | -1,76 | 2,09 | +16,23% |
| 2008 | -11,13 | -0,59 | -5,41 | 5,92 | 3,16 | -3,42 | -4,39 | -1,70 | -13,66 | -17,33 | -7,26 | 1,13 | -44,52% |
| 2009 | -5,69 | -7,03 | 2,94 | 9,94 | 3,01 | -0,06 | 7,52 | 2,19 | 3,66 | -1,46 | 4,50 | 2,94 | +23,34% |
| 2010 | -3,80 | 1,88 | 5,73 | 3,26 | -9,96 | -5,28 | 5,58 | -4,29 | 8,82 | 4,74 | 1,22 | 7,15 | +13,98% |
| 2011 | 1,75 | 4,06 | -0,35 | 1,11 | -2,89 | -1,45 | -1,39 | -6,67 | -9,46 | 12,26 | -1,18 | 0,71 | -4,96% |
| 2012 | 5,53 | 4,12 | 0,64 | -1,79 | -7,88 | 2,98 | 2,81 | 1,74 | 1,55 | -2,21 | 1,31 | -1,05 | +7,29% |
| 2013 | 6,51 | 1,27 | 3,34 | 1,40 | 3,80 | -1,50 | 7,19 | -2,31 | 4,70 | 3,10 | 2,98 | 3,71 | +39,48% |
| 2014 | -0,18 | 6,05 | -1,77 | -3,27 | 2,86 | 3,91 | -1,77 | 4,69 | -2,89 | 2,54 | 1,92 | -0,55 | +11,59% |
| 2015 | -1,68 | 7,62 | -0,52 | 1,72 | -0,66 | -0,54 | 0,84 | -5,54 | -5,27 | 7,30 | 0,69 | -3,08 | -0,05% |
| 2016 | -8,39 | 2,50 | 5,29 | 0,61 | 2,51 | -2,17 | 4,03 | 0,25 | 0,68 | -2,96 | 3,60 | 0,03 | +5,34% |
| 2017 | 3,47 | 2,75 | -0,68 | 1,75 | 1,91 | -0,14 | 2,53 | 1,09 | 2,31 | 1,27 | 1,04 | 1,87 | +20,87% |
| 2018 | 5,95 | -2,40 | -2,08 | 0,35 | 3,21 | 2,11 | 2,30 | 2,19 | 0,42 | -7,33 | 0,40 | -9,42 | -5,27% |
| 2019 | 10,14 | 6,22 | 0,34 | 3,46 | -3,00 | 3,83 | 3,26 | -1,40 | 0,39 | 1,99 | 4,67 | 1,13 | +34,95% |
| 2020 | -0,15 | -7,41 | -12,72 | 10,61 | 6,86 | 0,03 | 4,12 | 5,63 | -2,49 | -0,84 | 11,47 | 4,69 | +18,39% |
| 2021 | 0,27 | 6,10 | 3,80 | 4,63 | -0,40 | 0,34 | 1,11 | 1,60 | -2,90 | 3,52 | -3,07 | 4,37 | +20,64% |
| 2022 | -4,24 | 1,18 | 1,59 | -6,52 | -3,16 | -6,39 | 3,91 | -4,20 | -6,53 | 7,46 | 4,95 | -1,63 | -13,89% |
| 2023 | 5,11 | -1,85 | 0,20 | 0,50 | -4,16 | 3,13 | 3,85 | 0,65 | -3,99 | -1,87 | 5,64 | 4,27 | +11,38% |
| 2024 | 0,42 | 0,88 | 5,19 | -3,28 | 2,37 | 2,34 | 3,08 | 1,73 | 0,63 | -0,14 | -0,26 | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9,80% | 9,94% | 9,76% | 14,89% | 17,52% |
| Sharpe Ratio | 1,34 | 1,58 | 1,92 | -0,04 | 0,40 |
| Bester Monat | +5,19% | +3,08% | +5,64% | +7,46% | +11,47% |
| Schlechtester Monat | -3,28% | -0,26% | -3,28% | -6,53% | -12,72% |
| Maximaler Verlust | -5,54% | -5,54% | -5,54% | -24,88% | -34,07% |
| Outperformance | +7,54% | - | +6,97% | +19,01% | +17,84% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Fidelity Fd.American Gr.Fd.I Acc... | thesaurierend | 19,9300 | +21,38% | +17,58% | |
| Fidelity Funds - American Growth... | thesaurierend | 41,2200 | +19,24% | +11,53% | |
| Fidelity Fd.American Gr.Fd.W Acc... | thesaurierend | 1,7490 | +21,80% | +6,58% | |
| Fidelity Fd.American Gr.Fd.W Acc... | thesaurierend | 3,0500 | +17,49% | +15,05% | |
| Fidelity Funds - American Growth... | thesaurierend | 29,9400 | +21,17% | +17,00% | |
| Fidelity Funds - American Growth... | thesaurierend | 29,1300 | +19,29% | +0,07% | |
| Fidelity Funds - American Growth... | thesaurierend | 37,5100 | +22,70% | +10,32% | |
| Fidelity Fd.American Gr.Fd.Y Dis... | ausschüttend | 34,9000 | +22,71% | +10,30% | |
| Fidelity Funds - American Growth... | thesaurierend | 36,3400 | +21,66% | +7,55% | |
| Fidelity Funds - American Growth... | thesaurierend | 42,7400 | +20,12% | +14,06% | |
| Fidelity Funds - American Growth... | ausschüttend | 96,2000 | +21,66% | +7,53% |
Performance
| lfd. Jahr | +13,48% | ||
|---|---|---|---|
| 6 Monate | +8,96% | ||
| 1 Jahr | +21,66% | ||
| 3 Jahre | +7,53% | ||
| 5 Jahre | +61,25% | ||
| 10 Jahre | +158,60% | ||
| seit Beginn | +862,00% | ||
| Jahr | |||
| 2023 | +11,38% | ||
| 2022 | -13,89% | ||
| 2021 | +20,64% | ||
| 2020 | +18,39% | ||
| 2019 | +34,95% | ||
| 2018 | -5,27% | ||
| 2017 | +20,87% | ||
| 2016 | +5,34% | ||
| 2015 | -0,05% | ||
