Fidelity Funds - Pacific Fund Y-Acc-USD

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Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearBelow AverageHigh2 star
10-YearAverageHigh3 star
OverallAverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - Pacific Fund Y-Acc-USD
  • Morningstar APAC TME NR USD
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev15.18 %
3-Yr Mean Return-5.26 %
 
3-Yr Sharpe Ratio-0.52
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar APAC TME NR USD  Morningstar APAC NR USD
3-Yr Beta1.111.13
3-Yr Alpha-6.42-6.37
 
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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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