A clear path to retirement
一條清晰的退休之路 - Chinese version
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YTD 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|
Fund | 9.99 | 8.98 | -13.36 | 7.10 | 10.67 | 13.85 | -3.90 | 9.11 |
1 mo | 3 mo | 6 mo | 1 yr | 3 yr | 5 yr | 10 yr | Inception | |
---|---|---|---|---|---|---|---|---|
Fund | -0.57 | 1.39 | 7.13 | 19.11 | 1.86 | 4.80 | 5.02 | 5.45 |
Fund | |
---|---|
Annualized standard deviation | 9.38 |
Beta | 1.00 |
R² | 0.98 |
This fund has a low to medium volatility rating
Fund name | Percentage |
---|---|
Fidelity Emerging Markets Fund | 8.2 |
Fidelity International Equity Multi-Asset Base Fund | 7.4 |
Fidelity International Value Multi-Asset Base Fund | 4.1 |
Fidelity International Growth Multi-Asset Base Fund | 4.1 |
Fidelity International Equity Investment Trust | 1.9 |
Fidelity International Disciplined Equity Fund | 1.0 |
Fund name | Percentage |
---|---|
Fidelity Insights Investment Trust | 5.4 |
Fidelity Blue Chip Growth Multi-Asset Base Fund | 4.0 |
Fidelity American Disciplined Equity Fund | 3.6 |
Fidelity U.S. Dividend Investment Trust | 3.3 |
Fidelity U.S. Small/Mid-Cap Equity Multi-Asset Base Fund | 1.8 |
Fund name | Percentage |
---|---|
Fidelity Canadian Bond Multi-Asset Base Fund | 13.3 |
Fund name | Percentage |
---|---|
Fidelity Canadian Disciplined Equity Fund | 5.6 |
Fidelity True North Fund | 3.3 |
Fidelity Canadian Focused Equity Multi-Asset Base Fund | 1.6 |
Fidelity Dividend Multi-Asset Base Fund | 1.3 |
Fidelity Canadian Opportunities Fund | 0.9 |
Fund name | Percentage |
---|---|
Fidelity Global Inflation-Linked Bond Index Hedged Multi-Asset Base Fund | 8.7 |
Fund name | Percentage |
---|---|
Fidelity Canadian Real Return Bond Index Multi-Asset Base Fund | 7.6 |
Fund name | Percentage |
---|---|
Fidelity Global Developed Markets Sovereign Bond Index Hedged Multi-Asset Base Fund | 7.0 |
Fund name | Percentage |
---|---|
Fidelity Canadian Short Term Bond Fund | 2.9 |
Fund name | Percentage |
---|---|
Fidelity Canadian Government Long Bond Index Multi-Asset Base Fund | 2.4 |
Fund name | Percentage |
---|---|
Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF | 0.3 |
iShares Comex Gold Trust ETF | 0.1 |
Fund name | Percentage |
---|---|
Fidelity American High Yield Currency Neutral Fund | 0.3 |
Fund name | Percentage |
---|---|
Net other assets | 0.2 |
Fidelity Canadian Money Market Investment Trust | 0.0 |
一條清晰的退休之路 - Chinese version
ClearPath® Portfolios brochure
Choose a portfolio most appropriate for your target date. ClearPath will gradually move you into the right balance of investments as you get closer to your set target date.