Vortrag am FONDS professionell KONGRESSFidelity Fd.Gl.Equity Inc.Fd.A-MINC.(G)
| MVD-Fonds Rating | EDA |
|---|---|
  | 75 |
ISIN: LU1084165056 | WKN: A117MJ
KAG: FIL IM (LU)
NAV: 21,70 EUR am 14.10.2024
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Kennzahlen Fidelity Fd.Gl.Equity Inc.Fd.A-MINC.(G)
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,26% | +11,66% | +22,42% | +39,37% | +68,18% | +171,77% | +172,89% |
| Volatilität | +7,35% | +8,69% | +7,87% | +10,51% | +13,46% | +13,10% | +13,04% |
| Sharpe Ratio | +4,18 | +2,48 | +2,46 | +0,81 | +0,58 | +0,56 | +0,55 |
| Bester Monat | - | +2,94% | +3,75% | +6,09% | +9,00% | +9,00% | +9,00% |
| Schl. Monat | - | -3,23% | -3,23% | -4,17% | -8,52% | -8,52% | -8,52% |
| Max. Verlust | -1,12% | -4,78% | -4,78% | -10,97% | -28,27% | -28,27% | -28,27% |
Monatsperformance Fidelity Fd.Gl.Equity Inc.Fd.A-MINC.(G)
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +2,60% | +3,05% | -2,44% | -0,64% | +1,66% |
| Februar | +3,17% | +2,08% | -2,33% | +0,74% | -7,47% |
| März | +3,29% | +1,64% | +2,78% | +7,31% | -8,52% |
| April | -3,23% | +0,80% | +0,51% | -0,15% | +5,50% |
| Mai | +1,65% | 0,00% | -2,89% | +0,56% | +2,15% |
| Juni | +2,23% | +2,46% | -3,34% | +2,63% | +1,74% |
| Juli | +2,94% | -0,28% | +6,09% | +1,68% | -1,18% |
| August | +1,65% | +0,67% | -1,99% | +3,08% | +2,03% |
| September | +1,15% | -0,39% | -4,17% | -2,73% | +0,19% |
| Oktober | +2,36% | -0,79% | +5,15% | +4,64% | -4,85% |
| November | - | +3,75% | +1,23% | +0,52% | +9,00% |
| Dezember | - | +1,53% | -4,17% | +5,31% | +1,16% |
| Gesamt | +19,12% | +15,40% | -6,09% | +25,00% | 0,00% |
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