Fidelity Funds -Sustainable US High Yield Fund I-ACC-USD

ISIN: LU1668667667

Categoria Morningstar: USD High Yield Bond

Società: Fidelity International

The fund aims to achieve capital growth over time and provide a high level of income. The fund invests at least 70% of its assets, in high-yielding below investment grade securities of issuers that are headquartered, or do most of their business in the United States. These securities will be subject to high risk, will not be required to meet a minimum rating standard, although, most, but not all, will be rated for creditworthiness by an internationally recognised rating agency. The fund may also invest in money market instruments on an ancillary basis.

Rendimento annuo 1 anno 3 anni 5 anni Inizio 2024 2023 2022 2021 2020
Rendimento annuo: Fondo 1 anno: 5,89 3 anni: 4,89 5 anni: 5,26 Inizio: 5,18 2024: 2,64 2023: 6,02 2022: -3,44 2021: 12,75 2020: -2,09
Rendimento annuo: Categoria 1 anno: 6,59 3 anni: 4,79 5 anni: 4,46 Inizio: - 2024: 2,68 2023: 7,54 2022: -5,19 2021: 11,92 2020: -3,67
Rendimento annuo: Percentile 1 anno: 76,00 3 anni: 45,00 5 anni: 18,00 Inizio:- 2024: 19,00 2023: 82,00 2022: 24,00 2021: 35,00 2020: 23,00
Rischio Volatilità Sharpe Ratio Correlazione Beta Alfa Tracking error Info Ratio
Rischio: 3 anni 1 Volatilità: 7,88 3 Sharpe Ratio: -0,15 5 Correlazione: 99,09 Beta: 0,92 Alfa: -0,54 Tracking error: 1,22 Info Ratio: -0,38
Fonte: Morningstar. Dati in euros. Categoria: USD High Yield Bond. Data: 2024-02-08
Fonte: Morningstar. Dati in euros. Categoria: USD High Yield Bond. Data: 2024-02-08