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Fidelity Special Situations W Acc (0P0000WUU1.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,867.00+21.00 (+0.43%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.80%
5-year average return5.81%
Number of years up8
Number of years down4
Best 1-yr total return (3 May 2024)32.78%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return32.78%
Worst 3-yr total return-2.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WUU1.LCategory
YTD4.72%0.00%
1-month5.65%0.00%
3-month4.72%0.00%
1-year11.46%0.00%
3-year7.67%0.00%
5-year5.73%0.00%
10-year6.67%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WUU1.LCategory
2024
N/AN/A
2023
6.26%N/A
2022
-0.47%N/A
2021
23.70%N/A
2020
-11.99%N/A
2019
21.69%N/A
2018
-13.50%N/A
2017
15.36%N/A
2016
14.42%N/A
2015
12.52%N/A
2014
-0.67%N/A
2013
32.78%N/A
2012
27.73%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

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.72%N/AN/AN/A
2023-0.16%-1.16%3.72%3.82%
2022-3.51%-3.71%-4.24%11.87%
20219.77%6.31%4.27%1.67%
2020-34.12%14.63%-3.51%20.79%
201911.05%2.91%0.14%6.35%
2018-5.07%7.18%0.42%-15.34%
20174.92%3.36%2.23%4.05%
2016-1.17%-3.87%12.09%7.45%
20158.09%3.14%-5.04%6.29%
2014-1.86%0.08%0.04%1.09%
201313.14%3.66%7.41%5.41%
201214.27%-3.89%7.34%8.35%
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%

Rank in category (by total return)

YTD21
1-month9
3-month21
1-year23
3-year13
5-year24

Load adjusted returns

1-year11.46%
3-year7.67%
5-year5.73%
10-year6.67%