Fidelity Funds - American Growth Fund A-ACC-USD/ LU0275693405 /
| NAV11.06.2024 | Diff.-0,0900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 34,0900USD | -0,26% | thesaurierend | Aktien Branchenmix | FIL IM (LU) ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | 2,10 | -0,10 | 2,65 | 5,35 | 2,27 | -1,60 | -4,06 | -0,28 | 4,71 | 4,14 | -1,73 | 2,11 | +16,22% |
| 2008 | -11,20 | -0,49 | -5,47 | 5,89 | 3,21 | -3,40 | -4,42 | -1,72 | -13,64 | -17,32 | -7,25 | 1,10 | -44,53% |
| 2009 | -5,67 | -7,03 | 2,90 | 9,93 | 3,02 | -0,05 | 7,54 | 2,15 | 3,69 | -1,45 | 4,50 | 2,95 | +23,37% |
| 2010 | -3,83 | 1,87 | 5,72 | 3,26 | -9,97 | -5,27 | 5,60 | -4,29 | 8,78 | 4,76 | 1,23 | 7,16 | +13,97% |
| 2011 | 1,74 | 4,06 | -0,37 | 1,10 | -2,91 | -1,44 | -1,40 | -6,66 | -9,47 | 12,29 | -1,19 | 0,71 | -4,98% |
| 2012 | 5,53 | 4,12 | 0,62 | -1,77 | -7,89 | 2,95 | 2,85 | 1,74 | 1,51 | -2,20 | 1,33 | -1,06 | +7,28% |
| 2013 | 6,50 | 1,29 | 3,34 | 1,36 | 3,84 | -1,48 | 7,12 | -2,27 | 4,74 | 3,08 | 2,90 | 3,79 | +39,55% |
| 2014 | -0,23 | 6,07 | -1,76 | -3,29 | 2,86 | 3,90 | -1,73 | 4,71 | -2,88 | 2,53 | 1,90 | -0,55 | +11,57% |
| 2015 | -1,67 | 7,57 | -0,46 | 1,72 | -0,65 | -0,59 | 0,86 | -5,54 | -5,25 | 7,29 | 0,68 | -3,10 | -0,07% |
| 2016 | -8,36 | 2,51 | 5,26 | 0,63 | 2,52 | -2,18 | 4,05 | 0,27 | 0,67 | -2,99 | 3,63 | 0,00 | +5,36% |
| 2017 | 3,50 | 2,75 | -0,68 | 1,75 | 1,91 | -0,18 | 2,54 | 1,12 | 2,27 | 1,31 | 1,01 | 1,89 | +20,89% |
| 2018 | 5,90 | -2,37 | -2,06 | 0,32 | 3,23 | 2,09 | 2,30 | 2,20 | 0,44 | -7,34 | 0,42 | -9,46 | -5,30% |
| 2019 | 10,16 | 6,24 | 0,35 | 3,44 | -2,99 | 3,82 | 3,26 | -1,42 | 0,42 | 1,99 | 4,66 | 1,12 | +34,99% |
| 2020 | -0,13 | -7,41 | -12,72 | 10,60 | 6,85 | 0,04 | 4,08 | 5,64 | -2,49 | -0,84 | 11,47 | 4,69 | +18,39% |
| 2021 | 0,25 | 6,13 | 3,77 | 4,65 | -0,41 | 0,35 | 1,13 | 1,61 | -2,92 | 3,51 | -3,06 | 4,38 | +20,63% |
| 2022 | -4,25 | 1,19 | 1,61 | -6,51 | -3,19 | -6,39 | 3,91 | -4,22 | -6,49 | 7,45 | 4,96 | -1,64 | -13,90% |
| 2023 | 5,11 | -1,85 | 0,24 | 0,47 | -4,15 | 3,11 | 3,86 | 0,65 | -3,99 | -1,89 | 5,64 | 4,27 | +11,37% |
| 2024 | 0,44 | 0,87 | 5,21 | -3,28 | 2,36 | 0,89 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9,32% | 9,50% | 9,49% | 15,13% | 17,59% |
| Sharpe Ratio | 1,24 | 1,73 | 1,42 | -0,10 | 0,37 |
| Bester Monat | +5,21% | +5,21% | +5,64% | +7,45% | +11,47% |
| Schlechtester Monat | -3,28% | -3,28% | -3,99% | -6,51% | -12,72% |
| Maximaler Verlust | -4,71% | -4,71% | -6,92% | -24,88% | -34,09% |
| Outperformance | +7,52% | - | +6,98% | +18,95% | +17,76% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Fidelity Funds - American Growth... | thesaurierend | 39,3200 | +16,43% | +17,65% | |
| Fidelity Fd.American Gr.Fd.I Acc... | thesaurierend | 18,8800 | +18,52% | +24,05% | |
| Fidelity Fd.American Gr.Fd.W Acc... | thesaurierend | 1,6410 | +17,55% | +6,14% | |
| Fidelity Fd.American Gr.Fd.W Acc... | thesaurierend | 2,9000 | +16,00% | +21,44% | |
| Fidelity Funds - American Growth... | thesaurierend | 28,3800 | +18,30% | +23,45% | |
| Fidelity Funds - American Growth... | thesaurierend | 27,5600 | +14,93% | -0,07% | |
| Fidelity Funds - American Growth... | thesaurierend | 35,0600 | +18,13% | +9,49% | |
| Fidelity Fd.American Gr.Fd.Y Dis... | ausschüttend | 32,6300 | +18,18% | +9,50% | |
| Fidelity Funds - American Growth... | thesaurierend | 34,0900 | +17,15% | +6,73% | |
| Fidelity Funds - American Growth... | thesaurierend | 40,6600 | +17,31% | +20,33% | |
| Fidelity Funds - American Growth... | ausschüttend | 90,2400 | +17,16% | +6,73% |
Performance
| lfd. Jahr | +6,46% | ||
|---|---|---|---|
| 6 Monate | +9,58% | ||
| 1 Jahr | +17,15% | ||
| 3 Jahre | +6,73% | ||
| 5 Jahre | +63,34% | ||
| 10 Jahre | +149,93% | ||
| seit Beginn | +240,90% | ||
| Jahr | |||
| 2023 | +11,37% | ||
| 2022 | -13,90% | ||
| 2021 | +20,63% | ||
| 2020 | +18,39% | ||
| 2019 | +34,99% | ||
| 2018 | -5,30% | ||
| 2017 | +20,89% | ||
| 2016 | +5,36% | ||
| 2015 | -0,07% | ||
