Toronto - Delayed Quote • CAD
Fidelity Monthly Income Series E1 (0P00019FB9.TO)
At close: December 1 at 3:00 PM EST
Fund Summary
The Fund aims to achieve a combination of a steady flow of income and the potential for capital gains.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 11.30% |
| Worst 1Y Total Return | -2.27% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 35 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00019FB9.TO | Category Average | 0P00019FB9.TO | Category Average | 0P00019FB9.TO | Category Average | |
| Alpha | -0.7 | 0.01 | -1.79 | 0.02 | -- | 0 |
| BETA | 1.02 | 0.01 | 0.96 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.62 | 0 | 0.44 | 0.01 | -- | 0 |
| R-squared | 92.67 | 0.61 | 87.51 | 0.63 | -- | 0.76 |
| Standard Deviation | 9.13 | 0.05 | 7.28 | 0.05 | -- | 0.07 |
| Sharpe Ratio | 0.67 | 0.01 | 0.59 | 0.01 | -- | 0 |
| Treynor Ratio | 5.97 | 0.05 | 4.46 | 0.06 | -- | 0.04 |
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