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Fidelity Special Situations R Acc (0P0001JZHV.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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183.90+0.80 (+0.44%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.92%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (3 May 2024)24.26%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return24.26%
Worst 3-yr total return9.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001JZHV.LCategory
YTD4.81%0.00%
1-month5.68%0.00%
3-month4.81%0.00%
1-year11.90%0.00%
3-year8.12%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001JZHV.LCategory
2024
N/AN/A
2023
6.70%N/A
2022
-0.06%N/A
2021
24.26%N/A
2020
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.81%N/AN/AN/A
2023-0.06%-1.07%3.86%3.90%
2022-3.44%-3.63%-4.10%11.99%
20219.88%6.44%4.39%1.78%
2020-3.36%20.86%N/AN/A

Rank in category (by total return)

YTD18
1-month9
3-month18
1-year19
3-year10
5-yearN/A

Load adjusted returns

1-year11.90%
3-year8.12%
5-yearN/A
10-yearN/A