Fidelity Funds - American Growth Fund Y-ACC-USD/ LU0318939252 /
| NAV20.12.2024 | Diff.+0,5100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 38,3700USD | +1,35% | thesaurierend | Aktien Branchenmix | FIL IM (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,38% | 11,18% | 10,32% | 14,70% | 17,62% |
| Sharpe Ratio | 1,42 | 1,31 | 1,41 | 0,26 | 0,44 |
| Bester Monat | +5,26% | +5,24% | +5,26% | +7,58% | +11,54% |
| Schlechtester Monat | -3,20% | -3,03% | -3,20% | -6,45% | -12,69% |
| Maximaler Verlust | -5,49% | -5,49% | -5,49% | -23,63% | -34,06% |
| Outperformance | -1,77% | - | +1,94% | +18,98% | +35,80% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Fidelity Fd.American Gr.Fd.I Acc... | thesaurierend | 21,2800 | +23,43% | +31,85% | |
| Fidelity Funds - American Growth... | thesaurierend | 43,9100 | +21,30% | +25,03% | |
| Fidelity Fd.American Gr.Fd.W Acc... | thesaurierend | 1,7890 | +16,70% | +17,08% | |
| Fidelity Fd.American Gr.Fd.W Acc... | thesaurierend | 3,2070 | +17,95% | +27,21% | |
| Fidelity Funds - American Growth... | thesaurierend | 31,9600 | +23,25% | +31,20% | |
| Fidelity Funds - American Growth... | thesaurierend | 29,7100 | +14,23% | +9,75% | |
| Fidelity Funds - American Growth... | thesaurierend | 38,3700 | +17,34% | +21,12% | |
| Fidelity Fd.American Gr.Fd.Y Dis... | ausschüttend | 35,7000 | +17,32% | +21,10% | |
| Fidelity Funds - American Growth... | thesaurierend | 37,1300 | +16,29% | +18,02% | |
| Fidelity Funds - American Growth... | thesaurierend | 45,5800 | +22,20% | +27,89% | |
| Fidelity Funds - American Growth... | ausschüttend | 98,3000 | +16,32% | +18,04% |
Performance
| lfd. Jahr | +16,95% | ||
|---|---|---|---|
| 6 Monate | +8,42% | ||
| 1 Jahr | +17,34% | ||
| 3 Jahre | +21,12% | ||
| 5 Jahre | +65,32% | ||
| 10 Jahre | +182,55% | ||
| seit Beginn | +283,70% | ||
| Jahr | |||
| 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% | ||
