Fidelity Sust.Research Enh.US Eq.UE/ IE00BKSBGS44 /
| NAV09.05.2024 | Diff.+0.0435 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 9.2059USD | +0.47% | thesaurierend | Aktien ETF Aktien | FIL Fund M. (IE) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | 2.34 | 6.11 | 7.73 | -4.34 | -2.09 | 11.23 | 4.33 | - |
| 2021 | -1.38 | 2.02 | 3.82 | 5.44 | 0.14 | 2.51 | 2.45 | 2.80 | -4.71 | 6.98 | -0.52 | 4.21 | +25.84% |
| 2022 | -5.50 | -2.89 | 3.40 | -9.38 | -0.28 | -8.18 | 9.26 | -4.44 | -9.27 | 7.26 | 5.50 | -6.27 | -20.90% |
| 2023 | 7.07 | -2.43 | 3.55 | 1.58 | 0.96 | 6.59 | 3.48 | -1.59 | -4.45 | -1.99 | 9.64 | 3.98 | +28.59% |
| 2024 | 1.68 | 5.35 | 2.93 | -3.89 | 4.25 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.75% | 11.25% | 11.50% | 17.50% | -% |
| Sharpe Ratio | 2.47 | 3.88 | 2.33 | 0.28 | - |
| Bester Monat | +5.35% | +9.64% | +9.64% | +9.64% | - |
| Schlechtester Monat | -3.89% | -3.89% | -4.45% | -9.38% | - |
| Maximaler Verlust | -5.32% | -5.32% | -9.57% | -26.08% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in USD
Performance
| lfd. Jahr | +10.48% | ||
|---|---|---|---|
| 6 Monate | +21.24% | ||
| 1 Jahr | +30.58% | ||
| 3 Jahre | +28.57% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +85.60% | ||
| Jahr | |||
| 2023 | +28.59% | ||
| 2022 | -20.90% | ||
| 2021 | +25.84% | ||
