Fidelity Funds - Australia Fund Y-Acc-AUD

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearAbove AverageAbove Average4 star
10-YearHighAverage5 star
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - Australia Fund Y-Acc-AUD
  • MSCI Australia NR USD
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev12.58 %
3-Yr Mean Return9.80 %
 
3-Yr Sharpe Ratio0.70
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta1.001.00
3-Yr Alpha0.770.77
 
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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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