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Fidelity Funds - America Fund A-Acc-USD

Morningstar Rating™(Relative to Category)31/08/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowBelow Average2 star
5-YearBelow AverageAverage3 star
10-YearAverageAverage3 star
OverallBelow AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - America Fund A-Acc-USD
  • Russell 1000 Value TR USD
%
Volatility Measurements31/08/2019
 
3-Yr Std Dev11.16 %
3-Yr Mean Return6.98 %
 
3-Yr Sharpe Ratio0.56
 
Modern Portfolio Statistics31/08/201931/08/2019
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  Russell 1000 Value TR USD
3-Yr Beta0.960.96
3-Yr Alpha-3.82-3.82
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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