Toronto - Delayed Quote CAD

Fidelity Global Asset Allocation Sr E2 (0P00019EZ0.TO)

14.51 -0.18 (-1.25%)
At close: December 1 at 3:00 PM EST

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return 13.98%
Worst 1Y Total Return -1.69%
Best 3Y Total Return 13.98%
Worst 3Y Total Return 6.47%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019EZ0.TO
Category
YTD
6.65%
3.59%
1-Month
-2.54%
1.07%
3-Month
-2.82%
3.59%
1-Year
8.97%
11.18%
3-Year
10.11%
6.56%
5-Year
4.93%
8.97%
10-Year
0.00%
4.04%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019EZ0.TO
Category
2021
--
--
2020
7.72%
--
2019
13.98%
--
2018
-1.69%
--
2017
9.58%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 1.09% 3.27% -- --
2020 -9.79% 9.73% 2.87% 5.79%
2019 6.40% 1.54% 1.19% 4.26%
2018 1.51% 0.50% 0.70% -4.31%
2017 3.89% 1.03% 0.01% 4.39%
2016 -0.23% 4.40% 0.08% --

Rank in Category (By Total Return)

YTD 91
1-Month 41
3-Month 92
1-Year 91
3-Year 60
5-Year 56

Load Adjusted Returns

1-Year 13.62%
3-Year 7.29%
5-Year 7.61%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.80
Morningstar Risk Rating

Fund Overview

Category Global Equity Balanced
Fund Family Fidelity Investments Canada ULC
Net Assets 388.86M
YTD Return 6.65%
Yield 0.00%
Morningstar Rating
Inception Date Feb 05, 2016

Fund Summary

The fund aims to achieve high total investment return. The fund uses an asset allocation approach. It invests primarily in a mix of equity securities, fixed income securities and money market instruments from around the world.

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