Fidelity Funds - Fidelity Target TM 2050 Fund P-ACC-Euro/ LU1025014892 /
| NAV02.10.2024 | Diff.+0,1200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 24,9200EUR | +0,48% | thesaurierend | Mischfonds weltweit | FIL IM (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | -0,30 | 4,08 | 1,53 | 0,94 | 3,73 | 0,63 | 1,52 | 2,64 | 0,86 | - |
| 2015 | 5,95 | 6,01 | 3,56 | -1,46 | 1,56 | -3,43 | 1,59 | -7,96 | -3,48 | 8,79 | 3,39 | -4,24 | +9,26% |
| 2016 | -6,69 | -0,17 | 1,92 | 0,00 | 4,01 | -1,26 | 3,35 | 0,15 | 0,23 | 0,61 | 3,29 | 2,15 | +7,39% |
| 2017 | 0,07 | 3,84 | 1,25 | 0,07 | -0,28 | -1,17 | -0,84 | -0,28 | 3,11 | 3,22 | -0,80 | 0,94 | +9,34% |
| 2018 | 1,85 | -2,08 | -3,05 | 2,67 | 2,67 | -0,84 | 1,97 | -0,06 | 0,58 | -5,43 | 1,35 | -7,34 | -8,01% |
| 2019 | 7,63 | 3,41 | 2,20 | 3,23 | -4,84 | 3,67 | 2,30 | -2,25 | 3,11 | 0,00 | 3,44 | 1,69 | +25,63% |
| 2020 | -0,75 | -7,85 | -14,54 | 9,16 | 1,95 | 2,83 | -0,19 | 3,98 | -0,80 | -2,05 | 9,97 | 2,43 | +1,60% |
| 2021 | 0,85 | 3,24 | 5,85 | 0,92 | 0,71 | 2,67 | -0,05 | 2,80 | -1,53 | 3,88 | -1,40 | 3,36 | +23,18% |
| 2022 | -3,39 | -3,41 | 1,72 | -1,40 | -2,35 | -5,61 | 7,11 | -2,08 | -6,02 | 3,34 | 2,87 | -5,02 | -14,15% |
| 2023 | 5,65 | -0,30 | -0,76 | 0,26 | 0,76 | 2,83 | 2,70 | -1,34 | -1,84 | -3,11 | 5,20 | 3,15 | +13,55% |
| 2024 | 2,96 | 3,65 | 3,43 | -1,70 | 1,34 | 5,00 | 0,12 | -0,77 | 1,43 | 0,61 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,72% | 11,73% | 10,33% | 12,73% | 15,43% |
| Sharpe Ratio | 1,87 | 0,96 | 1,94 | 0,29 | 0,38 |
| Bester Monat | +5,00% | +5,00% | +5,20% | +7,11% | +9,97% |
| Schlechtester Monat | -1,70% | -1,70% | -3,11% | -6,02% | -14,54% |
| Maximaler Verlust | -8,07% | -8,07% | -8,07% | -17,23% | -33,88% |
| Outperformance | +2,50% | - | +3,88% | +15,09% | +24,58% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Fidelity Funds - Fidelity Target... | thesaurierend | 24,9200 | +23,31% | +22,22% | |
| Fidelity Funds - Fidelity Target... | thesaurierend | 12,8800 | +25,54% | +29,49% | |
| Fidelity Funds - Fidelity Target... | thesaurierend | 22,4400 | +22,09% | +18,67% | |
| Fidelity Funds - Fidelity Target... | ausschüttend | 22,3600 | +22,11% | +18,66% |
Performance
| lfd. Jahr | +17,05% | ||
|---|---|---|---|
| 6 Monate | +7,04% | ||
| 1 Jahr | +23,31% | ||
| 3 Jahre | +22,22% | ||
| 5 Jahre | +55,07% | ||
| 10 Jahre | +129,04% | ||
| seit Beginn | +149,20% | ||
| Jahr | |||
| 2023 | +13,55% | ||
| 2022 | -14,15% | ||
| 2021 | +23,18% | ||
| 2020 | +1,60% | ||
| 2019 | +25,63% | ||
| 2018 | -8,01% | ||
| 2017 | +9,34% | ||
| 2016 | +7,39% | ||
| 2015 | +9,26% | ||
