Toronto - Delayed Quote • CAD
Fidelity Monthly Income Series E2T5 (0P00019FBG.TO)
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 | 11.39% |
| Worst 1Y Total Return | -2.19% |
| Best 3Y Total Return | 11.39% |
| Worst 3Y Total Return | 3.68% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00019FBG.TO
Category
- YTD
- 7.73%
- 2.23%
- 1-Month
- -0.78%
- 0.81%
- 3-Month
- -1.59%
- 2.23%
- 1-Year
- 9.27%
- 9.15%
- 3-Year
- 7.88%
- 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
0P00019FBG.TO
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | 3.09% | 3.96% | -- | -- |
| 2020 | -10.19% | 9.43% | 0.82% | 7.11% |
| 2019 | 6.40% | 1.85% | 1.42% | 1.35% |
| 2018 | -1.59% | 1.96% | -0.63% | -1.89% |
| 2017 | 1.22% | 0.21% | -0.40% | 1.25% |
| 2016 | 2.60% | 2.36% | -0.50% | -- |
Rank in Category (By Total Return)
| YTD | 34 |
| 1-Month | 54 |
| 3-Month | 71 |
| 1-Year | 55 |
| 3-Year | 33 |
| 5-Year | 74 |
Load Adjusted Returns
| 1-Year | 15.74% |
| 3-Year | 7.29% |
| 5-Year | 5.24% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 34 |
| % 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 | 7.73% |
| Yield | 1.44% |
| 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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