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

Fonds
NAV11/24/2017 Chg.+0.0800 Type of yield Investment Focus Investment company
37.2200GBP +0.22% 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 -1.12 4.74 0.87 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.40% 9.60% 10.47% 14.93% 13.83%
Sharpe ratio 1.79 1.85 1.99 1.26 1.45
Best month +4.74% +4.74% +4.74% +8.95% +9.87%
Worst month -1.73% -1.38% -1.73% -6.06% -6.06%
Maximum loss -5.93% -4.13% -5.93% -15.22% -15.22%
Outperformance +1.35% - +1.31% +25.56% +60.43%
 
All quotes in GBP

Performance

YTD  
+16.17%
6 Months  
+8.42%
1 Year  
+20.45%
3 Years  
+66.23%
5 Years  
+146.33%
Since start  
+148.13%
Year
2016  
+27.85%
2015  
+10.84%
2014  
+14.71%
2013  
+28.82%