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Fidelity Funds - Fidelity Target TM 2040 Fund A-ACC-USD (USD/Euro hedged)/  LU2132458212  /

Fonds
NAV8/26/2024 Chg.-0.0200 Type of yield Investment Focus Investment company
17.1800USD -0.12% reinvestment Mixed Fund Worldwide FIL IM (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - -0.85 5.75 0.88 0.66 2.60 0.00 2.61 -1.51 3.77 -1.48 3.34 +16.64%
2022 -3.30 -3.28 1.62 -1.46 -2.26 -5.48 7.18 -2.21 -4.59 2.21 3.14 -4.71 -13.08%
2023 5.85 -0.36 -0.50 0.36 0.72 2.72 2.51 -1.09 -1.79 -3.08 5.35 3.22 +14.36%
2024 2.99 3.74 3.48 -1.68 1.41 5.06 0.23 -1.66 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.48% 10.97% 9.97% 12.18% -%
Sharpe ratio 1.82 0.99 1.63 0.19 -
Best month +5.06% +5.06% +5.35% +7.18% -
Worst month -1.68% -1.68% -3.08% -5.48% -
Maximum loss -8.09% -8.09% -8.09% -17.00% -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Fidelity Fds.-F.Ta.TM 2040 F.P-A... reinvestment 47.2800 +18.73% +15.37%
Fidelity Fds.-F.Ta.TM 2040 F.P-A... reinvestment 12.4100 +20.60% +22.27%
Fidelity Funds - Fidelity Target... reinvestment 17.1800 +19.64% +18.73%
Fidelity Funds - Fidelity Target... paying dividend 49.9200 +17.73% +12.16%
Fidelity Funds - Fidelity Target... reinvestment 51.5700 +17.71% +12.16%

Performance

YTD  
+14.15%
6 Months  
+6.91%
1 Year  
+19.64%
3 Years  
+18.73%
5 Years     -
10 Years     -
Since start  
+32.36%
Year
2023  
+14.36%
2022
  -13.08%
2021  
+16.64%