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FGHNX: FIDELITY GLOBAL HIGH INCOME FUND FIDELITY GLOBAL HIGH INCOME FUND (MUTUAL FUND)
Basic Info 8.6 0.02(0.23%) May 02
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (30%) |
Start Date: | 05/18/2011 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 3.31% |
Expenses | 0.90% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/18/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 1.2 | 8.1 | -0.0 | 2.4 | 3.2 | 3.8 | 10.2 | -11.0 | 3.5 | 5.3 | 12.9 | -4.1 | 9.1 | 11.5 | -2.3 | 1.6 | 5.6 | 17.0 | -7.3 |
Sharpe Ratio | NA | -0.34 | 1.06 | -0.44 | 0.14 | 0.4 | 0.56 | 1.27 | -1.81 | 1.33 | 0.42 | 3.89 | -1.72 | 3.56 | 2.3 | -0.59 | 0.5 | 1.65 | 4.86 | -1.52 |
Draw Down(%) | NA | 1.7 | 3.5 | 18.2 | 23.8 | 23.8 | 23.8 | 4.5 | 16.9 | 3.0 | 23.8 | 1.7 | 5.9 | 1.5 | 4.3 | 7.4 | 6.1 | 5.8 | 3.5 | 12.6 |
Standard Deviation(%) | NA | 3.1 | 4.0 | 5.1 | 6.8 | 5.4 | 5.3 | 4.8 | 6.9 | 2.6 | 11.9 | 3.0 | 3.1 | 2.4 | 4.9 | 3.9 | 3.2 | 3.4 | 3.5 | 7.6 |
Treynor Ratio | NA | -0.01 | 0.06 | -0.03 | 0.01 | 0.02 | 0.03 | 0.08 | -0.15 | 0.05 | 0.05 | 0.16 | -0.08 | 0.15 | 0.13 | -0.03 | 0.02 | 0.06 | 0.19 | -0.13 |
Alpha | NA | 0.01 | 0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 | 0.0 | 0.0 | 0.0 | -0.01 | 0.02 | 0.01 | 0.0 | -0.01 | 0.01 | 0.01 | -0.06 |
Beta | NA | 0.72 | 0.74 | 0.8 | 0.94 | 0.9 | 0.9 | 0.77 | 0.82 | 0.77 | 1.08 | 0.72 | 0.72 | 0.58 | 0.86 | 0.82 | 0.78 | 0.91 | 0.89 | 0.92 |
RSquared | NA | 0.73 | 0.8 | 0.79 | 0.86 | 0.82 | 0.79 | 0.84 | 0.81 | 0.49 | 0.94 | 0.67 | 0.71 | 0.48 | 0.78 | 0.7 | 0.72 | 0.73 | 0.63 | 0.6 |
Yield(%) | N/A | 1.4 | 4.6 | 3.8 | 4.1 | 4.5 | N/A | 4.8 | 3.4 | 4.0 | 4.2 | 5.4 | 5.2 | 4.4 | 4.8 | 5.4 | 7.9 | 7.0 | 5.7 | 0.0 |
Dividend Growth(%) | N/A | -69.2 | 11.8 | -19.0 | -26.1 | N/A | N/A | 18.2 | -15.4 | -2.5 | -16.7 | -5.9 | 24.4 | -2.4 | -17.6 | -35.4 | 9.7 | 35.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2011
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