LSE - Delayed Quote GBP
Fidelity Index US P Inc H (0P0001MZUL.L)
1.2192
-0.0153
(-1.24%)
At close: May 2 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -5.38% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 2, 2025) | 24.64% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 24.64% |
| Worst 3Y Total Return | 7.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001MZUL.L
Category
- YTD
- -6.43%
- 0.00%
- 1-Month
- -5.80%
- 0.00%
- 3-Month
- -6.43%
- 0.00%
- 1-Year
- 5.99%
- 0.00%
- 3-Year
- 6.11%
- 0.00%
- 5-Year
- 0.00%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001MZUL.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.03% | 4.95% | 4.24% | 3.54% |
| 2023 | 5.29% | 9.02% | -2.00% | 10.79% |
| 2022 | -3.42% | -18.48% | -4.11% | 5.15% |
| 2021 | 9.70% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 16 |
| 1-Month | 7 |
| 3-Month | 16 |
| 1-Year | 7 |
| 3-Year | 76 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 5.99% |
| 3-Year | 6.11% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -5.38% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 16 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | FIL Investment Services (UK) Ltd |
| Net Assets | 6.55B |
| YTD Return | -6.43% |
| Yield | 0.97% |
| Morningstar Rating | |
| Inception Date | Mar 27, 2024 |
Fund Summary
Fund Summary Information Not Available
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