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Fidelity Funds - Sustainable Consumer Brands Fund Y-ACC-Euro/  LU0346388613  /

Fonds
NAV09.05.2024 Diff.+0.0300 Ertragstyp Ausrichtung Fondsgesellschaft
57.6700EUR +0.05% thesaurierend Aktien weltweit FIL IM (LU) ▶
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 - - - 3.25 0.79 -9.46 0.22 7.31 -3.31 -6.20 -4.57 -4.62 -
2009 0.63 -4.58 0.32 11.84 -1.41 2.27 7.23 0.76 2.37 -0.32 1.55 7.39 +30.60%
2010 1.12 2.30 7.46 2.93 -0.73 -2.62 0.50 0.25 2.75 1.38 6.81 1.95 +26.39%
2011 -3.16 2.51 -4.07 2.70 2.56 -3.15 1.29 -6.88 0.24 2.56 2.03 4.67 +0.59%
2012 0.80 3.55 3.43 1.56 0.60 1.26 4.45 0.44 -0.62 -1.38 3.50 -1.54 +17.03%
2013 1.75 4.48 5.29 0.11 1.56 -2.36 2.25 -3.13 2.95 3.31 2.19 0.63 +20.36%
2014 -3.48 3.66 -0.47 0.26 4.21 0.60 -0.35 3.83 1.39 1.89 5.24 1.98 +20.08%
2015 6.78 6.07 2.86 -2.97 2.22 -1.98 5.04 -9.48 -1.32 10.09 3.03 -3.59 +16.21%
2016 -3.79 -0.81 1.33 -0.92 3.11 0.87 2.65 -0.51 0.40 -0.22 -0.69 1.03 +2.27%
2017 0.62 5.06 2.79 1.84 1.87 -2.97 -1.40 0.03 0.20 3.97 -0.10 1.62 +14.11%
2018 2.74 -1.55 -1.92 3.63 5.39 0.32 -0.12 1.56 -0.38 -6.50 1.15 -6.10 -2.45%
2019 7.25 3.72 4.26 4.79 -4.89 5.14 2.80 -0.16 0.39 -1.20 2.90 1.59 +29.34%
2020 1.19 -7.11 -5.83 8.96 2.54 3.45 2.10 7.16 0.43 -1.39 6.91 2.47 +21.42%
2021 1.08 1.15 3.34 2.40 -0.46 5.06 -1.67 1.25 -2.49 6.21 0.02 0.75 +17.56%
2022 -8.42 -3.40 2.24 -5.83 -5.82 -4.65 11.52 -3.28 -6.01 1.16 4.56 -6.19 -23.06%
2023 9.29 0.76 3.74 1.05 -0.34 4.18 1.71 -2.32 -4.56 -3.02 5.91 4.00 +21.39%
2024 3.62 4.96 2.39 -3.11 1.28 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11.62% 10.68% 11.65% 16.75% 17.46%
Sharpe Ratio 2.15 2.78 0.92 0.02 0.35
Bester Monat +4.96% +5.91% +5.91% +11.52% +11.52%
Schlechtester Monat -3.11% -3.11% -4.56% -8.42% -8.42%
Maximaler Verlust -4.69% -4.69% -10.04% -30.26% -30.26%
Outperformance +9.70% - +10.41% +29.58% +29.47%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Fidelity Fd.Sust.C.Br.Fd.E Acc E... thesaurierend 30.1500 +12.71% +7.72%
Fidelity Fd.Sust.C.Br.Fd.A Dis G... ausschüttend 1.6450 +12.75% +10.40%
Fidelity Fd.Sust.C.Br.Fd.D Acc E... thesaurierend 17.5200 +11.17% -3.84%
Fidelity Fd.Sust.C.Br.Fd.D Acc E... thesaurierend 19.7400 +12.99% +8.52%
Fidelity Fd.Sust.C.Br.Fd.A Acc H... thesaurierend 9.4510 +11.29% -
Fidelity Fd.Sust.C.Br.Fd.I Acc G... thesaurierend 1.1330 +13.87% -
Fidelity Funds - Sustainable Con... thesaurierend 24.5200 +10.85% -4.59%
Fidelity Funds - Sustainable Con... thesaurierend 3.1100 +13.67% +13.17%
Fidelity Fd.Sust.C.Br.Fd.I Acc U... thesaurierend 9.9970 +12.83% -
Fidelity Funds - Sustainable Con... thesaurierend 57.6700 +14.58% +13.06%
Fidelity Fd.Sust.C.Br.Fd.Y Dis E... ausschüttend 31.2100 +14.53% +13.00%
Fidelity Fd.Sust.C.Br.Fd.Y Acc U... thesaurierend 21.8600 +12.62% +0.05%
Fidelity Fd.Sust.C.Br.Fd.Y Dis G... ausschüttend 2.6580 +13.59% +13.15%
Fidelity Fd.Sust.C.Br.Fd.Y Acc E... thesaurierend 9.8840 +13.83% -
Fidelity Fd.Sust.C.Br.Fd.A Acc E... thesaurierend 17.3500 +13.55% +10.16%
Fidelity Fd.Sust.C.Br.Fd.A Acc U... thesaurierend 24.7300 +11.65% -2.52%
Fidelity Fd.Sust.C.Br.Fd.A Acc H... thesaurierend 7'740.0000 +18.64% +19.48%
Fidelity Fd.Sust.C.Br.Fd.A Acc S... thesaurierend 1.3250 +9.50% -
Fidelity Funds - Sustainable Con... ausschüttend 91.7100 +13.56% +10.16%

Performance

lfd. Jahr  
+9.26%
6 Monate  
+15.39%
1 Jahr  
+14.58%
3 Jahre  
+13.06%
5 Jahre  
+59.93%
10 Jahre  
+196.81%
seit Beginn  
+476.70%
Jahr
2023  
+21.39%
2022
  -23.06%
2021  
+17.56%
2020  
+21.42%
2019  
+29.34%
2018
  -2.45%
2017  
+14.11%
2016  
+2.27%
2015  
+16.21%