Italia markets close in 8 hours 23 minutes

Fidelity Capital & Income (FAGIX)

Nasdaq - Nasdaq Prezzo differito. Valuta in USD.
Aggiungi a watchlist
9,94+0,02 (+0,20%)
Alla chiusura: 08:01PM EDT

Panoramica delle performance

Rating di Morningstar (rendimento)N/D1
Rendimento dall'inizio dell'anno4,74%
Rendimento medio quinquennale6,81%
Numero di anni in rialzo35
Numero di anni in ribasso11
Miglior rendimento complessivo in 1 anno (16 mag 2024)72,14%
Peggior rendimento complessivo in 1 anno (16 mag 2024)N/D
Miglior rendimento complessivo in 3 anni72,14%
Peggior rendimento complessivo in 3 anni3,29%

Rendimento ultimi 12 mesi (%) rispetto a Benchmark

I periodi di tempo superiori a un anno vengono annualizzati.
RendimentoFAGIXCategoria
YTD2,71%3,62%
1 mese-1,41%1,08%
3 mesi2,17%2,50%
1 anno10,88%14,69%
3 anni3,08%6,16%
5 anni6,18%6,21%
10 anni6,04%5,48%
Ultimo mercato al rialzo12,55%11,96%
Ultimo mercato in ribasso-9,84%-7,27%

Storico del rendimento totale annuo (%)

Anno
FAGIXCategoria
2024
N/DN/D
2023
12,97%N/D
2022
-10,46%N/D
2021
11,65%N/D
2020
10,24%4,91%
2019
18,94%12,62%
2018
-5,80%-2,59%
2017
11,65%6,47%
2016
10,75%13,30%
2015
-0,92%-4,01%
2014
6,13%1,11%
2013
9,71%6,90%
2012
16,40%14,67%
2011
-1,89%2,83%
2010
17,13%14,24%
2009
72,14%46,70%
2008
-31,90%-26,41%
2007
3,78%1,47%
2006
13,08%10,14%
2005
5,04%2,59%
2004
12,57%9,99%
2003
39,13%24,36%
2002
-0,40%-1,52%
2001
-4,66%2,39%
2000
-9,43%-7,12%
1999
13,27%5,05%
1998
4,77%-0,13%
1997
14,71%13,27%
1996
11,41%13,49%
1995
16,74%17,30%
1994
-4,61%-3,04%
1993
24,91%18,60%
1992
28,05%17,13%
1991
29,82%37,19%
1990
-3,85%-10,34%
1989
-3,22%-0,44%
1988
12,59%12,57%
1987
1,31%1,99%
1986
17,99%13,55%
1985
25,54%21,87%
1984
10,50%8,69%
1983
18,54%16,06%
1982
35,68%31,32%
1981
6,88%6,01%
1980
4,38%3,67%
1979
4,65%4,15%
1978
4,00%2,22%

Rendimenti trimestrali passati (%)

AnnoT1T2T3T4
20244,18%N/DN/DN/D
20233,73%2,05%0,29%6,42%
2022-4,56%-9,84%-0,33%4,40%
20213,94%4,12%1,31%1,84%
2020-17,52%14,39%6,48%9,73%
201910,10%2,58%1,18%4,08%
2018-0,73%1,37%1,70%-7,96%
20174,09%2,13%3,16%1,81%
20160,60%2,26%6,06%1,50%
20154,01%0,14%-4,90%0,03%
20143,15%4,00%-1,51%0,46%
20133,67%-1,48%2,06%5,26%
20127,76%-0,16%4,62%3,41%
20115,11%-0,20%-10,84%4,90%
20105,02%-2,94%7,98%6,41%
20094,02%26,67%20,81%8,14%
2008-4,38%3,66%-10,67%-23,09%
20073,13%2,31%-0,47%-1,17%
20063,52%-0,05%3,71%5,37%
2005-0,74%2,52%2,03%1,17%
20041,41%-1,04%4,83%6,99%
200311,08%14,73%2,45%6,56%
2002-0,15%-11,00%-0,48%12,61%
20012,01%-2,97%-8,36%5,11%
20001,49%-1,86%-0,08%-8,99%
19997,66%5,05%-2,31%2,53%
19987,49%0,60%-8,67%6,09%
19970,54%5,32%7,68%0,60%
19962,50%2,05%3,67%2,74%
19956,20%4,74%5,25%-0,29%
19940,29%-2,44%0,54%-3,03%
19939,34%6,81%2,30%4,54%
199215,23%4,46%3,99%2,29%
199110,21%6,74%6,04%4,07%
1990-4,16%4,73%-2,92%-1,33%
19891,79%3,55%-2,92%-5,41%
19885,40%2,79%2,18%1,71%
19876,07%-1,53%-2,45%-0,57%
19868,54%3,91%0,89%3,69%
19855,50%8,16%2,81%7,02%
19841,12%-3,74%9,20%3,96%
19839,59%1,96%3,51%2,49%
19820,48%4,17%17,63%10,21%
19812,39%2,56%-8,86%11,68%
1980-6,59%15,32%-2,98%-0,13%
19797,07%1,81%0,58%-4,56%
19784,68%-0,87%5,40%-4,92%

Classifica di categoria (per rendimento complessivo)

YTD5
1 mese94
3 mesi3
1 anno8
3 anni13
5 anni1

Rendimento con rettifica delle commissioni

1 anno10,88%
3 anni3,08%
5 anni6,18%
10 anni6,04%