Toronto - Delayed Quote CAD

Fidelity NorthStar Sr E3 (0P00019FDQ.TO)

12.18 -0.34 (-2.73%)
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 20.31%
Worst 1Y Total Return -4.93%
Best 3Y Total Return 20.31%
Worst 3Y Total Return 1.41%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019FDQ.TO
Category
YTD
6.29%
4.31%
1-Month
-4.31%
1.27%
3-Month
-4.99%
4.31%
1-Year
11.33%
14.17%
3-Year
11.37%
6.87%
5-Year
5.53%
12.02%
10-Year
0.00%
4.69%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019FDQ.TO
Category
2021
--
--
2020
20.31%
--
2019
5.14%
--
2018
-4.93%
--
2017
4.33%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 4.50% 3.77% -- --
2020 -13.89% 18.29% 5.33% 12.15%
2019 3.61% -3.93% -0.75% 6.42%
2018 -0.33% 0.82% -2.16% -3.30%
2017 2.33% -0.29% -2.16% 4.51%
2016 -0.16% 3.01% 0.42% --

Rank in Category (By Total Return)

YTD 80
1-Month 26
3-Month 69
1-Year 80
3-Year 38
5-Year 82

Load Adjusted Returns

1-Year 28.09%
3-Year 9.08%
5-Year 7.07%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.69
Morningstar Risk Rating

Fund Overview

Category Global Small/Mid Cap Equity
Fund Family Fidelity Investments Canada ULC
Net Assets 3.8B
YTD Return 6.29%
Yield 0.91%
Morningstar Rating
Inception Date Feb 05, 2016

Fund Summary

The Fund aims to achieve long-term capital growth. The Fund invests primarily in a mix of equity securities and fixed income securities from around the world.

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