Toronto - Free Realtime Quote CAD

Fidelity NorthStar Cl S5 (0P0000FWZ7.TO)

23.15 -0.08 (-0.35%)
As of August 28 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 13.62%
5y Average Return 11.15%
Number of Years Up 11
Number of Years Down 4
Best 1Y Total Return (Aug 28, 2024) 45.83%
Worst 1Y Total Return (Aug 28, 2024) --
Best 3Y Total Return 45.83%
Worst 3Y Total Return -1.06%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000FWZ7.TO
Category
YTD
15.49%
0.00%
1-Month
3.56%
0.00%
3-Month
8.03%
0.00%
1-Year
19.41%
0.00%
3-Year
7.27%
0.00%
5-Year
11.02%
0.00%
10-Year
7.68%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000FWZ7.TO
Category
2024
--
--
2023
14.53%
--
2022
-6.45%
--
2021
7.76%
--
2020
20.02%
--
2019
4.89%
--
2018
-5.11%
--
2017
4.13%
--

2016
-1.97%
--
2015
24.93%
--
2014
13.53%
--
2013
45.83%
--
2012
8.13%
--
2011
-9.05%
--
2010
11.45%
--
2009
24.20%
--
2008
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.03% 2.28% -- --
2023 5.14% 2.13% -0.27% 6.94%
2022 -4.82% -10.11% 0.21% 9.12%
2021 4.46% 3.71% -0.32% -0.21%
2020 -13.96% 18.23% 5.27% 12.07%
2019 3.54% -3.98% -0.80% 6.36%
2018 -0.38% 0.77% -2.21% -3.35%
2017 2.28% -0.34% -2.20% 4.44%
2016 -4.98% -0.20% 2.98% 0.38%
2015 13.31% 1.84% 3.67% 4.43%

2014 5.86% 3.10% 2.86% 1.14%
2013 14.47% 9.72% 5.41% 10.15%
2012 7.95% -3.73% 1.28% 2.74%
2011 0.92% -1.10% -10.49% 1.80%
2010 2.59% -6.02% 7.96% 7.07%
2009 -5.30% 15.48% 11.30% 2.04%
2008 2.68% -16.15% -15.09% --

Rank in Category (By Total Return)

YTD 19
1-Month 84
3-Month 45
1-Year 18
3-Year 16
5-Year 15

Load Adjusted Returns

1-Year 19.41%
3-Year 7.27%
5-Year 11.02%
10-Year 7.68%

Performance & Risk

YTD Return 13.62%
5y Average Return 11.15%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.63
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Fidelity Investments Canada ULC
Net Assets 592.82M
YTD Return 15.49%
Yield 0.15%
Morningstar Rating
Inception Date Oct 31, 2002

Fund Summary

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