Vortrag am FONDS professionell KONGRESSFidelity Funds - Global Demographics Fund A-ACC-USD
| MVD-Fonds Rating | EDA |
|---|---|
  | 80 |
ISIN: LU0528227936 | WKN: A1JUFQ
KAG: FIL IM (LU)
NAV: 27,02 USD am 22.04.2025
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Kennzahlen Fidelity Funds - Global Demographics Fund A-ACC-USD
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -8,53% | -12,24% | -5,62% | +2,86% | +38,42% | +72,54% | +170,20% |
| Volatilität | +37,89% | +20,08% | +17,02% | +17,82% | +17,71% | +16,24% | +15,05% |
| Sharpe Ratio | -1,84 | -1,26 | -0,46 | -0,07 | +0,26 | +0,21 | +0,38 |
| Bester Monat | - | +5,46% | +5,46% | +9,44% | +11,67% | +11,67% | +11,67% |
| Schl. Monat | - | -6,71% | -6,71% | -10,47% | -10,47% | -10,47% | -10,47% |
| Max. Verlust | -14,69% | -20,15% | -20,15% | -20,15% | -33,71% | -33,71% | -33,71% |
Monatsperformance Fidelity Funds - Global Demographics Fund A-ACC-USD
| 2025 | 2024 | 2023 | 2022 | 2021 | |
| Januar | +5,46% | +0,39% | +8,50% | -8,43% | -0,18% |
| Februar | -4,96% | +3,25% | -2,37% | -3,29% | +0,88% |
| März | -6,71% | +3,08% | +5,55% | +2,47% | +0,51% |
| April | -3,77% | -2,99% | +0,81% | -10,47% | +4,46% |
| Mai | - | +1,88% | -1,30% | -3,12% | +1,10% |
| Juni | - | +2,76% | +5,91% | -7,61% | +0,65% |
| Juli | - | -1,24% | +1,02% | +9,02% | +2,17% |
| August | - | +1,26% | -3,32% | -5,11% | +3,51% |
| September | - | +1,44% | -6,19% | -8,55% | -3,84% |
| Oktober | - | -3,64% | -2,23% | +2,76% | +4,46% |
| November | - | +2,04% | +9,44% | +7,12% | -2,58% |
| Dezember | - | -1,54% | +4,76% | -2,59% | +3,31% |
| Gesamt | -10,02% | +6,57% | +21,00% | -26,23% | +15,02% |
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