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Fidelity Allocator World W Acc (0P0000XX5T.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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319.30+1.50 (+0.47%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.46%
5-year average return9.42%
Number of years up8
Number of years down2
Best 1-yr total return (28 Jun 2024)27.69%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return27.69%
Worst 3-yr total return6.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XX5T.LCategory
YTD6.03%0.00%
1-month0.62%0.00%
3-month2.59%0.00%
1-year16.28%0.00%
3-year7.22%0.00%
5-year9.73%0.00%
10-year10.47%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XX5T.LCategory
2024
N/AN/A
2023
13.46%N/A
2022
-8.70%N/A
2021
20.75%N/A
2020
9.33%N/A
2019
21.96%N/A
2018
-5.00%N/A
2017
11.51%N/A
2016
27.69%N/A
2015
3.62%N/A
2014
11.29%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.20%N/AN/AN/A
20232.18%3.31%0.41%7.05%
2022-1.53%-9.84%3.04%-0.19%
20214.42%6.69%2.66%5.59%
2020-17.39%17.88%2.94%9.07%
20199.61%6.21%3.73%0.99%
2018-6.74%9.26%4.21%-10.54%
20173.82%0.70%1.22%5.38%
20161.39%6.64%9.44%7.91%
20157.13%-4.63%-6.90%8.94%
2014-0.80%2.69%3.58%5.47%
2013-0.38%0.85%5.61%N/A

Rank in category (by total return)

YTD70
1-month84
3-month51
1-year55
3-year49
5-year49

Load adjusted returns

1-year16.28%
3-year7.22%
5-year9.73%
10-year10.47%