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

Fonds
NAV04/11/2024 Chg.-0.1000 Type of yield Investment Focus Investment company
15.7100USD -0.63% 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 0.70 -0.06 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.59% 11.41% 10.07% 12.64% -%
Sharpe ratio 1.71 0.99 2.10 0.21 -
Best month +5.03% +5.03% +5.37% +7.16% -
Worst month -1.69% -0.71% -1.69% -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 +23.49% +14.95%
Fidelity Fd.Ta.TM 2060(E.)F.P-AC... reinvestment 12.9100 +25.58% +22.02%
Fidelity Funds - Fidelity Target... reinvestment 15.7100 +24.09% +18.12%
Fidelity Fd.Ta.TM 2060(E.)F.A-AC... reinvestment 14.7000 +22.19% +11.62%
Fidelity Fd.Ta.TM 2060(E.)F.A-Eu... paying dividend 14.6800 +22.21% +11.66%

Performance

YTD  
+17.59%
6 Months  
+6.94%
1 Year  
+24.09%
3 Years  
+18.12%
5 Years     -
10 Years     -
Since start  
+37.33%
Year
2023  
+14.68%
2022
  -12.99%
2021  
+17.05%