Toronto - Delayed Quote CAD

Fidelity Special Situations Series E4 (0P00019FFN.TO)

19.60 -1.21 (-5.81%)
At close: December 1 at 3:00 PM EST

Performance Overview

Morningstar Return Rating 4
YTD Return --
5y Average Return --
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return 57.62%
Worst 1Y Total Return -13.13%
Best 3Y Total Return 57.62%
Worst 3Y Total Return 10.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00019FFN.TO
Category
YTD
3.10%
2.54%
1-Month
-5.45%
0.71%
3-Month
0.19%
2.54%
1-Year
11.05%
19.19%
3-Year
26.21%
6.45%
5-Year
12.34%
9.26%
10-Year
0.00%
3.17%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00019FFN.TO
Category
2021
--
--
2020
57.62%
--
2019
30.37%
--
2018
-13.13%
--
2017
20.08%
--
2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 0.43% -1.45% -- --
2020 -15.82% 36.78% 14.49% 19.57%
2019 20.31% 5.91% -4.86% 7.54%
2018 1.48% 8.76% -1.46% -20.13%
2017 5.00% 0.20% 5.76% 7.92%
2016 5.30% 6.09% 3.41% --

Rank in Category (By Total Return)

YTD 95
1-Month 65
3-Month 90
1-Year 75
3-Year 24
5-Year 22

Load Adjusted Returns

1-Year 35.48%
3-Year 16.97%
5-Year 18.40%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.70
Morningstar Risk Rating

Fund Overview

Category Canadian Focused Small/Mid Cap Equity
Fund Family Fidelity Investments Canada ULC
Net Assets 3B
YTD Return 3.10%
Yield 0.00%
Morningstar Rating
Inception Date Feb 05, 2016

Fund Summary

This fund aims to achieve long-term capital growth. It invests primarily in equity securities of Canadian companies. It seeks to identify investment opportunites that are believed to represent special situations.

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