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

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 20.31%
Worst 1Y Total Return -4.93%
Number of Years Up 3
Number of Years Down 1

Performance & Risk

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

Risk Statistics

3 Years5 Years10 Years
0P00019FDQ.TOCategory Average0P00019FDQ.TOCategory Average0P00019FDQ.TOCategory Average
Alpha 1.25 -0.03 -1.92 -0.02 -- -0.02
BETA 0.69 0.01 0.69 0.01 -- 0.01
Mean Annual Return 0.79 0.01 0.61 0.01 -- 0
R-squared 82.97 0.63 80.96 0.64 -- 0.77
Standard Deviation 12.29 0.11 10.25 0.11 -- 0.14
Sharpe Ratio 0.66 0.01 0.62 0.01 -- 0
Treynor Ratio 11.52 0.09 8.88 0.14 -- 0.04

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