Fidelity Fd.Sust.Wat.&Was.Fd.Y Acc EUR/ LU1892830081 /
| NAV28.05.2024 | Diff.-0.1800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 15.9600EUR | -1.12% | thesaurierend | Aktien weltweit | FIL IM (LU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | - | -7.66 | - |
| 2019 | 9.70 | 5.21 | 2.33 | 3.10 | -3.10 | 4.29 | 2.98 | -0.43 | 3.42 | -0.58 | 1.91 | 1.06 | +33.62% |
| 2020 | 2.02 | -7.04 | -17.74 | 9.06 | 4.55 | 0.09 | 1.63 | 2.85 | 1.47 | 0.00 | 7.60 | 0.08 | +1.69% |
| 2021 | 0.48 | 0.87 | 7.59 | 4.00 | 0.35 | 2.93 | 3.39 | 3.80 | -3.09 | 4.23 | 0.19 | 4.36 | +32.75% |
| 2022 | -9.44 | -1.65 | 0.20 | -2.54 | -3.50 | -5.77 | 8.46 | -5.29 | -7.35 | 2.46 | 4.18 | -4.98 | -23.66% |
| 2023 | 7.75 | 0.29 | -1.23 | -2.35 | 1.20 | 4.60 | 1.91 | -1.46 | -5.01 | -5.28 | 8.08 | 6.25 | +14.48% |
| 2024 | 1.37 | 5.66 | 3.83 | -2.70 | 0.82 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.18% | 10.12% | 11.38% | 14.45% | 17.39% |
| Sharpe Ratio | 2.00 | 3.29 | 1.19 | -0.01 | 0.23 |
| Bester Monat | +6.25% | +8.08% | +8.08% | +8.46% | +9.06% |
| Schlechtester Monat | -2.70% | -2.70% | -5.28% | -9.44% | -17.74% |
| Maximaler Verlust | -4.98% | -4.98% | -13.25% | -25.91% | -35.74% |
| Outperformance | -0.24% | - | -1.60% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Fidelity Fd.Sust.Wat.&Was.Fd.Y A... | thesaurierend | 12.9800 | +13.96% | -10.54% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.D A... | thesaurierend | 13.2400 | +15.73% | +6.69% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.D A... | thesaurierend | 11.2900 | +15.05% | -11.52% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.A A... | thesaurierend | 14.7800 | +15.02% | +22.66% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.I A... | thesaurierend | 15.5200 | +16.17% | +26.49% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.I A... | thesaurierend | 16.6600 | +11.36% | +23.77% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.A A... | thesaurierend | 16.0000 | +11.27% | +21.30% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.W A... | thesaurierend | 1.5580 | +15.15% | +10.03% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.W D... | ausschüttend | 1.5350 | +15.12% | +10.01% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.E A... | thesaurierend | 14.6700 | +15.42% | +5.92% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.E A... | thesaurierend | 12.3600 | +14.66% | -12.15% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.A A... | thesaurierend | 11.7100 | +18.46% | -0.51% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.X A... | thesaurierend | 14.2300 | +18.48% | +14.48% | |
| Fidelity Funds - Sustainable Wat... | thesaurierend | 1.0240 | +15.97% | -6.57% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.I A... | thesaurierend | 16.1000 | +17.52% | +11.65% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.I A... | thesaurierend | 15.3000 | +19.25% | -0.39% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.RY ... | thesaurierend | 12.1800 | +20.36% | +1.16% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.RY ... | thesaurierend | 13.1800 | +17.68% | +12.07% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.RY ... | thesaurierend | 12.1900 | +19.39% | -0.08% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.Y A... | thesaurierend | 15.9600 | +17.27% | +11.14% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.Y A... | thesaurierend | 13.3300 | +16.62% | -7.56% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.Y A... | thesaurierend | 15.1700 | +19.07% | -0.85% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.A A... | thesaurierend | 12.7000 | +15.56% | -10.12% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.A D... | thesaurierend | 13.6800 | +16.33% | +8.31% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.A A... | thesaurierend | 4'885.0000 | +20.26% | +19.55% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.A A... | thesaurierend | 15.2400 | +16.34% | +8.39% | |
| Fidelity Fd.Sust.Wat.&Was.Fd.A A... | thesaurierend | 14.4700 | +18.03% | -3.40% |
Performance
| lfd. Jahr | +9.09% | ||
|---|---|---|---|
| 6 Monate | +16.92% | ||
| 1 Jahr | +17.27% | ||
| 3 Jahre | +11.14% | ||
| 5 Jahre | +45.36% | ||
| 10 Jahre | - | ||
| seit Beginn | +59.60% | ||
| Jahr | |||
| 2023 | +14.48% | ||
| 2022 | -23.66% | ||
| 2021 | +32.75% | ||
| 2020 | +1.69% | ||
| 2019 | +33.62% | ||
