Fidelity Glb Gr and Val CcyNetrl Cl B (FID4060)

12.30 +0.17 (+1.38%) CAD  |  Aug 12 2022

FID4060 Performance

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Cumulative Total Returns Versus Peers

Performance Versus Category

 
20%
15%
10%
5%
0
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
YTD
Fidelity Glb Gr and Val CcyNetrl Cl B
--
--
--
--
--
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22.59%
13.67%
19.92%
-11.15%
S&P/TSX 60 Index Total Return
8.07%
13.26%
12.27%
-7.76%
21.36%
9.78%
-7.58%
21.93%
5.56%
28.04%
-3.63%
Mackenzie Global Equity PW
--
--
4.74%
8.77%
-1.62%
21.29%
-13.40%
15.20%
4.39%
24.74%
-11.69%
Russell Inv Global Equity Pool Sr B
12.04%
34.60%
11.03%
19.26%
1.96%
13.07%
-2.58%
17.29%
9.86%
20.56%
-10.61%
HSBC Global Equity Premium
10.42%
32.27%
14.69%
13.93%
5.53%
13.34%
-4.70%
15.80%
1.45%
19.88%
-8.70%
Fidelity Global Class B
11.05%
29.47%
10.67%
22.61%
1.97%
18.28%
-5.17%
19.90%
18.75%
11.94%
-12.83%
As of August 12, 2022.

Periodic Total Returns Versus Peers

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Name
1M
3M
6M
1Y
3Y
5Y
10Y
15Y
20Y
AT
Fidelity Glb Gr and Val CcyNetrl Cl B
9.77%
6.55%
-5.79%
-8.79%
10.03%
--
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--
6.13%
S&P/TSX 60 Index Total Return
7.46%
2.38%
-5.34%
1.69%
11.41%
9.97%
9.35%
6.15%
9.08%
7.81%
Mackenzie Global Equity PW
9.29%
3.92%
-7.14%
-8.20%
8.27%
5.05%
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6.02%
Russell Inv Global Equity Pool Sr B
8.45%
3.57%
-7.43%
-6.47%
9.31%
7.74%
11.43%
5.92%
5.44%
3.40%
HSBC Global Equity Premium
7.53%
4.16%
-4.99%
-3.44%
6.98%
5.74%
10.31%
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9.12%
Fidelity Global Class B
9.15%
4.37%
-9.12%
-10.56%
8.67%
7.55%
11.45%
5.36%
5.43%
4.95%
As of August 12, 2022. Returns for periods of 1 year and above are annualized.

Upside/Downside Capture Ratio

 
20%
15%
10%
5%
0
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Name
1Y
3Y
5Y
10Y
15Y
Upside
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Downside
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Capture Ratio
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As of July 31, 2022