Fidelity American Special Situations Fund W-Accumulation

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Morningstar Rating™(Relative to Category)28/02/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAverage2 star
10-Year*Above AverageAverage4 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity American Special Situations Fund W-Accumulation
  • Russell 1000 Value TR USD
%
Volatility Measurements28/02/2021
 
3-Yr Std Dev17.17 %
3-Yr Mean Return6.60 %
 
3-Yr Sharpe Ratio0.34
 
Modern Portfolio Statistics28/02/202128/02/2021
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  MSCI USA Value NR USD
3-Yr Beta0.981.03
3-Yr Alpha-2.26-0.72
 
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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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