Fidelity Funds - Australia Fund Y-Acc-AUD

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAverage4 star
10-YearHighAbove Average5 star
OverallHighAbove Average5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - Australia Fund Y-Acc-AUD
  • MSCI Australia NR USD
%
Volatility Measurements29/02/2020
 
3-Yr Std Dev13.30 %
3-Yr Mean Return2.50 %
 
3-Yr Sharpe Ratio0.14
 
Modern Portfolio Statistics29/02/202029/02/2020
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta1.001.00
3-Yr Alpha0.330.33
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites