Fidelity Fd.Gl.Special Situations W GBP/  GB00B8HT7153  /

Fonds
NAV9/22/2017 Chg.+0.1878 Type of yield Investment Focus Investment company
34.6600GBP +0.54% reinvestment Equity Worldwide Fidelity 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2012 - - - - - - - - - - 1.53 0.26 -
2013 9.87 4.64 2.90 1.77 3.53 -2.57 4.79 -3.90 -0.37 4.83 0.72 0.15 +28.82%
2014 -2.59 4.58 -0.70 -1.15 3.30 0.15 -0.20 3.24 0.81 1.75 4.69 0.22 +14.71%
2015 1.64 4.22 3.80 -0.52 2.79 -4.60 1.40 -6.06 -3.42 8.29 3.68 0.04 +10.84%
2016 -5.31 3.12 2.29 -0.68 0.72 3.99 8.95 2.08 1.28 6.75 -1.02 3.39 +27.85%
2017 1.87 3.49 1.21 -1.73 3.66 -1.38 1.51 2.18 -2.72 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.79% 10.47% 12.09% 15.27% -%
Sharpe ratio 1.10 0.50 1.48 1.17 -
Best month +3.66% +3.66% +6.75% +8.95% +9.87%
Worst month -2.72% -2.72% -2.72% -6.06% -6.06%
Maximum loss -5.93% -4.23% -5.93% -15.22% -
Outperformance -2.11% - +3.31% +24.18% +52.18%
 
All quotes in GBP

Performance

YTD  
+8.18%
6 Months  
+2.42%
1 Year  
+17.61%
3 Years  
+62.34%
5 Years  
+131.07%
Since start  
+131.07%
Year
2016  
+27.85%
2015  
+10.84%
2014  
+14.71%
2013  
+28.82%