Fidelity Funds - American Growth Fund Y-ACC-USD/  LU0318939252  /

Fonds
NAV2024-12-20 Chg.+0.5100 Type of yield Investment Focus Investment company
38.3700USD +1.35% reinvestment Equity Mixed Sectors FIL IM (LU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2007 - - - - - - - - - - -1.72 2.14 -
2008 -11.06 -0.53 -5.36 5.96 3.24 -3.38 -4.32 -1.66 -13.58 -17.26 -7.21 1.17 -44.10%
2009 -5.60 -6.98 2.97 9.95 3.09 0.02 7.61 2.21 3.75 -1.40 4.56 3.01 +24.24%
2010 -3.75 1.93 5.78 3.32 -9.91 -5.22 5.67 -4.27 8.86 4.81 1.31 7.21 +14.78%
2011 1.81 4.13 -0.30 1.16 -2.89 -1.38 -1.33 -6.60 -9.41 12.35 -1.12 0.77 -4.32%
2012 5.60 4.19 0.67 -1.71 -7.82 3.02 2.92 1.81 1.57 -2.14 1.39 -1.00 +8.09%
2013 6.56 1.36 3.36 1.49 3.88 -1.47 7.29 -2.23 4.76 3.09 3.08 3.76 +40.51%
2014 -0.08 6.10 -1.63 -3.24 2.94 3.97 -1.68 4.73 -2.89 2.67 2.01 -0.51 +12.52%
2015 -1.61 7.66 -0.48 1.81 -0.61 -0.48 0.90 -5.47 -5.21 7.40 0.71 -3.03 +0.66%
2016 -8.29 2.54 5.34 0.66 2.63 -2.13 4.07 0.35 0.77 -2.90 3.62 0.14 +6.18%
2017 3.56 2.78 -0.64 1.88 1.97 -0.06 2.62 1.16 2.34 1.35 1.10 2.06 +21.99%
2018 6.01 -2.33 -2.01 0.39 3.31 2.19 2.35 2.24 0.50 -7.25 0.48 -9.38 -4.49%
2019 10.23 6.29 0.40 3.50 -2.90 3.88 3.35 -1.34 0.47 2.06 4.76 1.18 +36.10%
2020 -0.04 -7.35 -12.69 10.68 6.95 0.09 4.19 5.71 -2.42 -0.76 11.54 4.77 +19.44%
2021 0.33 6.16 3.87 4.71 -0.31 0.41 1.19 1.66 -2.82 3.59 -3.01 4.44 +21.63%
2022 -4.16 1.24 1.69 -6.45 -3.09 -6.32 3.94 -4.13 -6.45 7.58 4.99 -1.55 -13.14%
2023 5.20 -1.79 0.27 0.56 -4.07 3.19 3.95 0.70 -3.93 -1.78 5.71 4.32 +12.32%
2024 0.52 0.94 5.26 -3.20 2.45 2.39 3.18 1.80 0.70 -0.08 5.24 -3.03 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.38% 11.18% 10.32% 14.70% 17.62%
Sharpe ratio 1.42 1.31 1.41 0.26 0.44
Best month +5.26% +5.24% +5.26% +7.58% +11.54%
Worst month -3.20% -3.03% -3.20% -6.45% -12.69%
Maximum loss -5.49% -5.49% -5.49% -23.63% -34.06%
Outperformance -1.77% - +1.94% +18.98% +35.80%
 
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  
+16.95%
6 Months  
+8.42%
1 Year  
+17.34%
3 Years  
+21.12%
5 Years  
+65.32%
10 Years  
+182.55%
Since start  
+283.70%
Year
2023  
+12.32%
2022
  -13.14%
2021  
+21.63%
2020  
+19.44%
2019  
+36.10%
2018
  -4.49%
2017  
+21.99%
2016  
+6.18%
2015  
+0.66%