Fidelity Funds - America Fund A-Acc-USD

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowBelow Average1 star
5-YearBelow AverageBelow Average2 star
10-YearAverageAverage3 star
OverallBelow AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - America Fund A-Acc-USD
  • Russell 1000 Value TR USD
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev13.23 %
3-Yr Mean Return-4.45 %
 
3-Yr Sharpe Ratio-0.39
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  MSCI USA Value NR USD
3-Yr Beta0.870.91
3-Yr Alpha-4.13-4.09
 
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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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