Fidelity Funds - America Fund A-DIST-USD

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageBelow Average2 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - America Fund A-DIST-USD
  • Russell 1000 Value TR USD
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev14.08 %
3-Yr Mean Return0.67 %
 
3-Yr Sharpe Ratio0.01
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  MSCI USA Value NR USD
3-Yr Beta0.850.90
3-Yr Alpha-3.91-3.48
 
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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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