Fidelity American Special SituationsRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | -0.83 | -0.51 | 7.34 | 0.66 | 27.59 | 7.33 | 6.31 | 8.35 |
+/- Category | -6.52 | 3.13 | -11.71 | 0.05 | 1.47 | 3.32 | 0.72 | -1.41 |
+/- Category Index | -7.01 | 2.03 | -14.94 | 1.48 | 0.78 | 3.28 | -0.79 | -1.89 |
% Rank in Category | 94 | 20 | 99 | 41 | 42 | 21 | 42 | 83 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.66 | -0.62 | -0.80 |
1 Week | -2.26 | -0.40 | -0.16 |
1 Month | 0.24 | -0.28 | 0.14 |
3 Months | 6.95 | -0.61 | 0.19 |
6 Months | 8.22 | -1.67 | -3.05 |
YTD | 4.58 | -1.30 | -1.83 |
1 Year | 14.68 | 3.14 | 0.57 |
3 Years Annualised | 9.90 | 1.25 | -0.34 |
5 Years Annualised | 8.98 | -0.38 | -1.75 |
10 Years Annualised | 11.29 | 0.38 | -1.25 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Val NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.35 | - | - | - |
2023 | -5.05 | 2.20 | 5.25 | 4.09 |
2022 | 10.09 | -5.73 | 3.92 | -0.48 |
2021 | 12.04 | 3.35 | 3.14 | 6.84 |
2020 | -18.54 | 13.48 | -1.88 | 10.98 |
2019 | 5.54 | 5.00 | 0.64 | -3.75 |
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