Toronto - Delayed Quote • CAD
Fidelity Global Asset Allocation Sr E2 (0P00019EZ0.TO)
At close: December 1 at 3:00 PM EST
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.98% |
| Worst 1Y Total Return | -1.69% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 91 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00019EZ0.TO | Category Average | 0P00019EZ0.TO | Category Average | 0P00019EZ0.TO | Category Average | |
| Alpha | -0.66 | -0.02 | -0.36 | -0.02 | -- | -0.01 |
| BETA | 0.8 | 0.01 | 0.76 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.62 | 0.01 | 0.64 | 0.01 | -- | 0 |
| R-squared | 96.26 | 0.81 | 82.2 | 0.81 | -- | 0.81 |
| Standard Deviation | 8.66 | 0.07 | 7.8 | 0.07 | -- | 0.09 |
| Sharpe Ratio | 0.71 | 0.01 | 0.85 | 0.01 | -- | 0 |
| Treynor Ratio | 7.72 | 0.07 | 8.76 | 0.1 | -- | 0.03 |
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