Fidelity Index US Fund P Accumulation

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageBelow Average4 star
Overall*Above AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Index US Fund P Accumulation
  • Morningstar US Large-Mid NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev12.57 %
3-Yr Mean Return13.85 %
 
3-Yr Sharpe Ratio0.83
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar US Large-Mid NR USD  Morningstar US TME NR USD
3-Yr Beta0.860.86
3-Yr Alpha1.321.21
 
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* This share class has performance data calculated prior to the inception date, 2014-03-03. This is based upon a simulated/extended track record, using the track record of Fidelity Index US A Acc (ISIN: GB00B8G3MY63), 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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