LSE - Delayed Quote GBP
Fidelity Investment Funds IV - Fidelity Multi Asset Allocator Adventurous Fund W Accumulation (0P0000XLEU.L)
2.5160
+0.0080
+(0.32%)
At close: May 2 at 9:00:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.71% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 9 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -3.86% |
| 5y Average Return | 8.84% |
| Rank in Category (ytd) | 84 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.88 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000XLEU.L | Category Average | 0P0000XLEU.L | Category Average | 0P0000XLEU.L | Category Average | |
| Alpha | -2.31 | -- | -1.1 | -- | -0.91 | -- |
| BETA | 0.88 | -- | 0.92 | -- | 0.94 | -- |
| Mean Annual Return | 0.37 | -- | 0.84 | -- | 0.59 | -- |
| R-squared | 86.64 | -- | 87.08 | -- | 89.74 | -- |
| Standard Deviation | 9.37 | -- | 9.94 | -- | 10.28 | -- |
| Sharpe Ratio | 0.05 | -- | 0.77 | -- | 0.55 | -- |
| Treynor Ratio | 0.02 | -- | 8.36 | -- | 5.7 | -- |
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