Fidelity Funds - Australia Fund A-Acc-AUD

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAverage3 star
10-YearAbove AverageAverage4 star
OverallAverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Funds - Australia Fund A-Acc-AUD
  • MSCI Australia NR USD
%
Volatility Measurements31/12/2019
 
3-Yr Std Dev12.60 %
3-Yr Mean Return7.05 %
 
3-Yr Sharpe Ratio0.50
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta1.001.00
3-Yr Alpha-0.30-0.30
 
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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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