Fidelity Funds - Fidelity Institutional Target TM 2055 (Euro) Fund P-ACC-Euro/ LU2219270019 /
| NAV04.11.2024 | Diff.-0.0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 14.5400EUR | -0.21% | thesaurierend | Mischfonds weltweit | FIL IM (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | -0.96 | 4.07 | 1.53 | -0.08 | 3.02 | 0.57 | 2.18 | -1.90 | 3.87 | -0.62 | 3.20 | +15.67% |
| 2022 | -3.26 | -2.27 | 2.08 | -2.20 | -1.84 | -5.39 | 6.56 | -2.03 | -4.88 | 0.61 | 2.77 | -4.12 | -13.70% |
| 2023 | 5.35 | -0.58 | -0.17 | 0.67 | 1.00 | 1.57 | 2.76 | -1.19 | -1.44 | -2.92 | 5.02 | 2.87 | +13.33% |
| 2024 | 1.78 | 2.43 | 3.19 | -0.65 | 1.23 | 2.50 | 0.28 | 0.07 | 1.60 | -0.34 | -0.14 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 7.44% | 8.09% | 7.18% | 10.11% | -% |
| Sharpe Ratio | 1.61 | 0.79 | 2.18 | 0.07 | - |
| Bester Monat | +3.19% | +2.50% | +5.02% | +6.56% | - |
| Schlechtester Monat | -0.65% | -0.34% | -0.65% | -5.39% | - |
| Maximaler Verlust | -6.46% | -6.46% | -6.46% | -15.98% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | +12.54% | ||
|---|---|---|---|
| 6 Monate | +4.60% | ||
| 1 Jahr | +18.60% | ||
| 3 Jahre | +11.67% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +27.32% | ||
| Jahr | |||
| 2023 | +13.33% | ||
| 2022 | -13.70% | ||
| 2021 | +15.67% | ||
