Vortrag am FONDS professionell KONGRESSFidelity Funds - Global Financial Services Fund A-Euro
| MVD-Fonds Rating | EDA |
|---|---|
  | 77 |
ISIN: LU0114722498 | WKN: 941116
KAG: FIL IM (LU)
NAV: 60,03 EUR am 27.09.2024
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Kennzahlen Fidelity Funds - Global Financial Services Fund A-Euro
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,55% | +7,80% | +25,14% | +23,73% | +65,17% | +151,04% | +217,15% |
| Volatilität | +11,81% | +11,09% | +10,42% | +16,51% | +20,32% | +18,32% | +18,84% |
| Sharpe Ratio | +2,63 | +1,15 | +2,09 | +0,24 | +0,36 | +0,34 | +0,08 |
| Bester Monat | - | +4,28% | +5,82% | +7,86% | +16,82% | +16,82% | +16,82% |
| Schl. Monat | - | -1,53% | -4,50% | -10,50% | -19,52% | -19,52% | -19,52% |
| Max. Verlust | -3,14% | -7,55% | -7,55% | -21,19% | -39,36% | -39,36% | -64,51% |
Monatsperformance Fidelity Funds - Global Financial Services Fund A-Euro
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +4,29% | +7,27% | +0,24% | -0,50% | -0,66% |
| Februar | +2,88% | +1,90% | -4,52% | +9,54% | -7,72% |
| März | +4,28% | -10,50% | +0,17% | +6,30% | -19,52% |
| April | -1,53% | +2,88% | -4,29% | +3,23% | +7,45% |
| Mai | +1,48% | -0,58% | +0,26% | +1,60% | +2,58% |
| Juni | +1,47% | +4,61% | -8,08% | +0,89% | +2,70% |
| Juli | +3,62% | +3,80% | +7,86% | +0,11% | -1,01% |
| August | +0,87% | -1,43% | +0,76% | +4,47% | +4,10% |
| September | +0,70% | +0,84% | -4,83% | +0,23% | -4,41% |
| Oktober | - | -4,50% | +7,48% | +5,03% | -1,31% |
| November | - | +5,82% | +1,46% | -4,42% | +16,82% |
| Dezember | - | +3,71% | -5,40% | +2,01% | +1,95% |
| Gesamt | +19,41% | +13,19% | -9,77% | +31,60% | -3,31% |
