Toronto - Delayed Quote CAD

Fidelity Monthly Income Series E1 (0P00019FB9.TO)

11.50 -0.20 (-1.74%)
At close: December 1 at 3:00 PM EST

Performance Overview

Morningstar Return Rating 2
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return 11.30%
Worst 1Y Total Return -2.27%
Best 3Y Total Return 11.30%
Worst 3Y Total Return 3.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019FB9.TO
Category
YTD
7.67%
2.23%
1-Month
-0.76%
0.81%
3-Month
-1.59%
2.23%
1-Year
9.20%
9.15%
3-Year
7.80%
4.97%
5-Year
0.00%
6.36%
10-Year
0.00%
4.46%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019FB9.TO
Category
2021
--
--
2020
6.05%
--
2019
11.30%
--
2018
-2.27%
--
2017
2.29%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 3.07% 3.94% -- --
2020 -10.20% 9.41% 0.80% 7.09%
2019 6.37% 1.84% 1.40% 1.33%
2018 -1.61% 1.93% -0.65% -1.91%
2017 1.22% 0.20% -0.39% 1.25%
2016 2.58% 2.34% -0.51% --

Rank in Category (By Total Return)

YTD 35
1-Month 55
3-Month 71
1-Year 56
3-Year 36
5-Year 76

Load Adjusted Returns

1-Year 15.64%
3-Year 7.21%
5-Year 5.17%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 35
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category Canadian Neutral Balanced
Fund Family Fidelity Investments Canada ULC
Net Assets 6.8B
YTD Return 7.67%
Yield 1.39%
Morningstar Rating
Inception Date Feb 05, 2016

Fund Summary

The Fund aims to achieve a combination of a steady flow of income and the potential for capital gains.

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