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Fidelity Special Situations (0P00000R9T.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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5,020.00+28.00 (+0.56%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.08%
5-year average return4.95%
Number of years up33
Number of years down11
Best 1-yr total return (2 May 2024)31.84%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return31.84%
Worst 3-yr total return-3.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000R9T.LCategory
YTD4.53%0.00%
1-month5.59%0.00%
3-month4.53%0.00%
1-year10.63%0.00%
3-year6.87%0.00%
5-year4.94%0.00%
10-year5.87%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000R9T.LCategory
2024
N/AN/A
2023
5.46%N/A
2022
-1.20%N/A
2021
22.78%N/A
2020
-12.64%N/A
2019
20.77%N/A
2018
-14.12%N/A
2017
14.50%N/A
2016
13.53%N/A
2015
11.62%N/A
2014
-1.49%N/A
2013
31.84%N/A
2012
27.49%N/A
2011
-13.97%N/A
2010
14.08%N/A
2009
28.81%N/A
2008
-24.86%N/A
2007
4.22%N/A
2006
16.33%N/A
2005
27.63%N/A
2004
20.31%N/A
2003
33.37%N/A
2002
-10.60%N/A
2001
3.82%N/A
2000
25.95%N/A
1999
39.49%N/A
1998
-3.13%N/A
1997
20.57%N/A
1996
26.99%N/A
1995
23.63%N/A
1994
-2.13%N/A
1993
46.65%N/A
1992
26.95%N/A
1991
3.53%N/A
1990
-28.36%N/A
1989
32.97%N/A
1988
23.47%N/A
1987
28.21%N/A
1986
48.34%N/A
1985
33.52%N/A
1984
26.75%N/A
1983
34.16%N/A
1982
42.27%N/A
1981
-1.90%N/A
1980
56.94%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.53%N/AN/AN/A
2023-0.36%-1.33%3.53%3.61%
2022-3.70%-3.89%-4.40%11.65%
20219.54%6.14%4.07%1.47%
2020-34.26%14.43%-3.68%20.57%
201910.85%2.71%-0.08%6.16%
2018-5.23%6.98%0.22%-15.48%
20174.77%3.14%2.05%3.83%
2016-1.38%-4.02%11.84%7.24%
20157.81%2.93%-5.22%6.12%
2014-2.09%-0.11%-0.18%0.91%
201312.98%3.46%7.17%5.24%
201214.27%-3.89%7.34%8.15%
2011-0.15%0.66%-17.20%3.37%
20108.90%-7.48%8.37%4.48%
2009-7.31%15.84%26.17%-4.92%
2008-5.96%-6.64%-7.37%-7.61%
20073.69%4.58%-2.22%-1.71%
20069.58%-2.55%0.38%8.52%
20054.44%5.79%9.65%5.35%
20047.80%3.59%1.64%6.00%
2003-8.32%24.14%7.85%8.65%
20027.86%-3.35%-18.19%4.83%
20011.75%8.59%-18.45%15.23%
20003.13%9.41%2.31%9.11%
199911.09%13.19%1.26%9.55%
199813.89%4.14%-22.43%5.29%
19975.75%0.16%8.69%4.73%
199616.70%4.22%-0.26%4.69%
1995-0.66%8.32%14.18%0.62%
19947.04%-6.46%0.71%-2.94%
199316.42%13.19%7.50%3.53%
19926.23%7.34%-7.57%20.45%
199115.27%-8.01%4.08%-6.20%
1990-5.37%-0.32%-18.16%-7.21%
198918.62%7.34%5.60%-1.11%
19882.19%13.86%2.80%3.22%
198732.70%18.74%24.08%-34.43%
198623.58%10.88%-1.95%10.42%
19859.99%0.00%9.90%10.46%
198420.57%-10.94%1.85%15.90%
198322.39%9.46%-3.97%4.28%
19828.87%-7.41%-1.60%43.43%
19818.40%6.54%-23.86%11.57%
198010.25%12.64%19.14%6.08%

Rank in category (by total return)

YTD24
1-month11
3-month24
1-year29
3-year18
5-year40

Load adjusted returns

1-year10.63%
3-year6.87%
5-year4.94%
10-year5.87%