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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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4,987.00-3.00 (-0.06%)
As of 09:00PM BST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.45%
5-Year Average Return6.26%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (Jun 21, 2024)32.78%
Worst 1 Yr Total Return (Jun 21, 2024)N/A
Best 3-Yr Total Return32.78%
Worst 3-Yr Total Return-2.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000WUU1.LCategory
YTD11.98%0.00%
1-Month4.10%0.00%
3-Month12.98%0.00%
1-Year18.80%0.00%
3-Year7.15%0.00%
5-Year7.38%0.00%
10-Year7.09%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)

YTD11
1-Month30
3-Month9
1-Year19
3-Year15
5-Year17

Load Adjusted Returns

1-Year18.80%
3-Year7.15%
5-Year7.38%
10-Year7.09%