Toronto - Delayed Quote • CAD
Fidelity Concen Cdn Eq Private Pl Cl S5 (0P0000JBN7.TO)
At close: April 23 at 4:00 PM EDT
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 31.30% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 11 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 4.59% |
| 5y Average Return | 7.57% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000JBN7.TO | Category Average | 0P0000JBN7.TO | Category Average | 0P0000JBN7.TO | Category Average | |
| Alpha | -1.27 | -- | -0.98 | -- | -0.11 | -- |
| BETA | 0.93 | -- | 0.9 | -- | 0.88 | -- |
| Mean Annual Return | 0.68 | -- | 0.75 | -- | 0.61 | -- |
| R-squared | 96.97 | -- | 96.92 | -- | 94.98 | -- |
| Standard Deviation | 12.51 | -- | 14.33 | -- | 11.58 | -- |
| Sharpe Ratio | 0.44 | -- | 0.5 | -- | 0.51 | -- |
| Treynor Ratio | 5.35 | -- | 7.12 | -- | 6.24 | -- |
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