Fidelity Funds - Fidelity Target™ 2020 (Euro) Fund A-DIST-EUR

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageAverage4 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - Fidelity Target™ 2020 (Euro) Fund A-DIST-EUR
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev5.74 %
3-Yr Mean Return1.32 %
 
3-Yr Sharpe Ratio0.13
 
Modern Portfolio Statistics-31/07/2020
 Standard IndexBest Fit Index
   Cat 75%Barclays Eu Agg&25%FTSE AW Dv Eur
3-Yr Beta-0.42
3-Yr Alpha--0.06
 
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
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies