Fidelity American Special Situations Fund W-Accumulation

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAverage3 star
10-Year*Above AverageAbove Average4 star
Overall*AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity American Special Situations Fund W-Accumulation
  • Russell 1000 Value TR USD
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev11.79 %
3-Yr Mean Return4.84 %
 
3-Yr Sharpe Ratio0.36
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  Russell 1000 Value TR USD
3-Yr Beta0.960.96
3-Yr Alpha-3.66-3.66
 
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* This share class has performance data calculated prior to the inception date, 2012-10-15. This is based upon a simulated/extended track record, using the track record of Fidelity American Special Situations (ISIN: GB0003865390), 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(https://www.morningstar.com/research/signature)

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