Fidelity American Special SituationsRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | -0.83 | -0.51 | 7.34 | 0.66 | 27.59 | 7.33 | 6.31 | 6.14 |
+/- Category | -6.52 | 3.13 | -11.71 | 0.05 | 1.47 | 3.32 | 0.72 | -0.14 |
+/- Category Index | -7.01 | 2.03 | -14.94 | 1.48 | 0.78 | 3.28 | -0.79 | -0.56 |
% Rank in Category | 94 | 20 | 99 | 41 | 42 | 21 | 42 | 52 |
Trailing Returns (GBP) | 07/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.05 | 0.16 | 0.53 |
1 Week | 0.12 | -0.68 | -1.63 |
1 Month | 0.04 | 0.18 | 0.43 |
3 Months | 6.05 | -0.44 | 0.71 |
6 Months | 11.08 | -2.96 | -3.91 |
YTD | 6.26 | -1.66 | -2.30 |
1 Year | 21.65 | 2.72 | 1.19 |
3 Years Annualised | 9.50 | 1.09 | -0.80 |
5 Years Annualised | 9.26 | -0.81 | -2.25 |
10 Years Annualised | 11.56 | 0.30 | -1.23 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.35 | - | - | - |
2023 | -5.05 | 2.20 | 5.25 | 4.09 |
2022 | 10.09 | -5.73 | 3.92 | -0.48 |
2021 | 12.04 | 3.35 | 3.14 | 6.84 |
2020 | -18.54 | 13.48 | -1.88 | 10.98 |
2019 | 5.54 | 5.00 | 0.64 | -3.75 |
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