Fidelity Funds - Indonesia Fund Y-Acc-USD

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageAverage4 star
Overall*Above AverageAverage4 star
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - Indonesia Fund Y-Acc-USD
  • Morningstar Indonesia NR IDR
Volatility Measurements29/02/2024
3-Yr Std Dev13.47 %
3-Yr Mean Return7.48 %
3-Yr Sharpe Ratio0.37
Modern Portfolio Statistics29/02/202429/02/2024
 Standard IndexBest Fit Index
 Morningstar Indonesia NR IDR  Morningstar Indonesia NR IDR
3-Yr Beta0.940.94
3-Yr Alpha1.561.50
* This share class has performance data calculated prior to the inception date, 2008-03-25. This is based upon a simulated/extended track record, using the track record of Fidelity Indonesia A-Dis-USD (ISIN: LU0055114457), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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(
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