Fidelity Funds - Fidelity Target TM 2050 Fund A-ACC-Euro/ LU1025014629 /
| NAV04.11.2024 | Diff.-0,1500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 22,4300EUR | -0,66% | thesaurierend | Mischfonds weltweit | FIL IM (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | -0,40 | 3,98 | 1,53 | 0,75 | 3,75 | 0,54 | 1,44 | 2,57 | 0,78 | - |
| 2015 | 5,91 | 5,82 | 3,51 | -1,55 | 1,50 | -3,55 | 1,45 | -8,00 | -3,53 | 8,67 | 3,36 | -4,39 | +8,13% |
| 2016 | -6,73 | -0,25 | 1,87 | -0,08 | 3,93 | -1,37 | 3,26 | 0,00 | 0,16 | 0,55 | 3,22 | 2,13 | +6,41% |
| 2017 | -0,07 | 3,80 | 1,15 | -0,07 | -0,35 | -1,28 | -0,94 | -0,29 | 2,99 | 3,12 | -0,83 | 0,76 | +8,11% |
| 2018 | 1,86 | -2,16 | -3,18 | 2,57 | 2,57 | -0,88 | 1,85 | -0,07 | 0,47 | -5,55 | 1,20 | -7,35 | -8,88% |
| 2019 | 7,55 | 3,30 | 2,11 | 3,13 | -4,84 | 3,53 | 2,16 | -2,31 | 3,09 | -0,13 | 3,38 | 1,60 | +24,40% |
| 2020 | -0,85 | -7,90 | -14,63 | 9,03 | 1,93 | 2,73 | -0,27 | 3,83 | -0,86 | -2,13 | 9,91 | 2,29 | +0,55% |
| 2021 | 0,79 | 3,24 | 5,69 | 0,88 | 0,60 | 2,60 | -0,16 | 2,75 | -1,59 | 3,76 | -1,51 | 3,32 | +22,04% |
| 2022 | -3,51 | -3,44 | 1,59 | -1,46 | -2,39 | -5,71 | 6,97 | -2,16 | -6,11 | 3,28 | 2,78 | -5,08 | -14,99% |
| 2023 | 5,59 | -0,39 | -0,89 | 0,22 | 0,61 | 2,77 | 2,59 | -1,42 | -1,86 | -3,20 | 5,10 | 3,04 | +12,40% |
| 2024 | 2,90 | 3,52 | 3,40 | -1,83 | 1,25 | 4,97 | 0,05 | -0,86 | 1,32 | 0,67 | -0,09 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,58% | 11,42% | 10,07% | 12,66% | 15,39% |
| Sharpe Ratio | 1,55 | 0,83 | 1,92 | 0,05 | 0,26 |
| Bester Monat | +4,97% | +4,97% | +5,10% | +6,97% | +9,91% |
| Schlechtester Monat | -1,83% | -0,86% | -1,83% | -6,11% | -14,63% |
| Maximaler Verlust | -8,14% | -8,14% | -8,14% | -17,68% | -33,99% |
| Outperformance | +2,72% | - | +3,70% | +14,15% | +20,39% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Fidelity Funds - Fidelity Target... | thesaurierend | 24,9300 | +23,48% | +14,94% | |
| Fidelity Funds - Fidelity Target... | thesaurierend | 12,9000 | +25,61% | +21,81% | |
| Fidelity Funds - Fidelity Target... | thesaurierend | 22,4300 | +22,30% | +11,65% | |
| Fidelity Funds - Fidelity Target... | ausschüttend | 22,3500 | +22,32% | +11,63% |
Performance
| lfd. Jahr | +16,16% | ||
|---|---|---|---|
| 6 Monate | +6,10% | ||
| 1 Jahr | +22,30% | ||
| 3 Jahre | +11,65% | ||
| 5 Jahre | +40,45% | ||
| 10 Jahre | +100,81% | ||
| seit Beginn | +124,30% | ||
| Jahr | |||
| 2023 | +12,40% | ||
| 2022 | -14,99% | ||
| 2021 | +22,04% | ||
| 2020 | +0,55% | ||
| 2019 | +24,40% | ||
| 2018 | -8,88% | ||
| 2017 | +8,11% | ||
| 2016 | +6,41% | ||
| 2015 | +8,13% | ||
