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Fidelity Funds - Fidelity Target TM 2060 Fund A-ACC-USD (USD/Euro hedged)/  LU2218680994  /

Fonds
NAV2024-10-02 Chg.+0.0800 Type of yield Investment Focus Investment company
15.7000USD +0.51% reinvestment Mixed Fund Worldwide FIL IM (LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - -0.87 5.82 1.00 0.66 2.62 -0.08 2.72 -1.48 3.79 -1.52 3.48 +17.05%
2022 -3.44 -3.33 1.76 -1.26 -2.39 -5.46 7.16 -2.01 -4.68 2.33 3.12 -4.82 -12.99%
2023 5.92 -0.24 -0.65 0.33 0.73 2.99 2.67 -1.22 -1.78 -3.08 5.37 3.17 +14.68%
2024 2.99 3.63 3.51 -1.69 1.38 5.03 0.26 -0.71 1.50 0.58 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.77% 11.81% 10.37% 12.71% -%
Sharpe ratio 1.93 1.02 2.00 0.36 -
Best month +5.03% +5.03% +5.37% +7.16% -
Worst month -1.69% -1.69% -3.08% -5.46% -
Maximum loss -8.10% -8.10% -8.10% -16.95% -
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Fidelity Fd.Ta.TM 2060(E.)F.P-AC... reinvestment 15.3000 +23.39% +22.20%
Fidelity Fd.Ta.TM 2060(E.)F.P-AC... reinvestment 12.8900 +25.51% +29.57%
Fidelity Funds - Fidelity Target... reinvestment 15.7000 +24.01% +25.50%
Fidelity Fd.Ta.TM 2060(E.)F.A-AC... reinvestment 14.7100 +22.07% +18.63%
Fidelity Fd.Ta.TM 2060(E.)F.A-Eu... paying dividend 14.6900 +22.09% +18.68%

Performance

YTD  
+17.52%
6 Months  
+7.39%
1 Year  
+24.01%
3 Years  
+25.50%
5 Years     -
10 Years     -
Since start  
+37.24%
Year
2023  
+14.68%
2022
  -12.99%
2021  
+17.05%