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Fidelity Strategic Dividend & Income: (MF: FSDIX)
(NASDAQ Mutual Funds) As of Sep 6, 2024 08:00 PM ET
$17.30 USD
-0.12 (-0.69%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Jul 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 8.81 | 80 |
| 3 months | 6.96 | 60 |
| 6 months | 8.47 | 84 |
| 1 Year | 11.76 | 82 |
| 3 Year | 4.11 | 83 |
| 5 Year | 8.62 | 78 |
| 10 Year | 8.09 | 72 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -54.77 |
| Bull Market (2/09 - 3/21) | 549.10 |
Load Adjusted Returns as of Jul 31, 2024
| 1 Year | 10.46 |
| 5 Year | 8.12 |
| 10 Year | 7.61 |
| Since Inception | 7.27 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 5.54 | -0.13 | NA | NA |
| 2023 | 2.14 | 2.22 | -3.12 | 8.18 |
| 2022 | -2.30 | -10.06 | -5.21 | 8.24 |
| 2021 | 5.37 | 5.72 | -0.21 | 7.05 |
| 2020 | -17.09 | 13.42 | 5.47 | 12.18 |
| 2019 | 11.29 | 2.55 | 2.12 | 5.10 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 8.81 | 9.43 | -9.85 | 19.00 | 11.25 | 22.50 | -4.49 | 12.16 | 12.73 | -1.14 | 13.32 |
| % Total Return Rel to Index | -7.89 | -16.81 | 8.35 | -9.67 | -7.14 | -8.98 | -0.09 | -9.62 | 0.79 | -2.53 | -0.31 |
| % Total Return Rel to Peer | -3.48 | -5.85 | 0.93 | -5.33 | 3.05 | -3.13 | 3.07 | -5.24 | 1.41 | 2.07 | 4.43 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 3.00 | 5.00 | 2.00 | 4.00 | 2.00 | 5.00 | 3.00 | 2.00 | 1.00 |
| % Dividends | 0.18 | 0.44 | 0.40 | 0.39 | 0.42 | 0.33 | 0.45 | 0.41 | 0.40 | 0.38 | 0.42 |
| % Yield | 1.03 | 2.63 | 2.51 | 2.03 | 2.48 | 2.00 | 3.09 | 2.50 | 2.62 | 2.66 | 2.62 |
| Capital Gains ($) | 0.00 | 0.46 | 0.24 | 1.10 | 0.49 | 0.70 | 0.65 | 0.71 | 0.31 | 0.47 | 0.79 |
| Expense Ratio | 0.65 | 0.69 | 0.68 | 0.68 | 0.70 | 0.71 | 0.71 | 0.73 | 0.75 | 0.75 | 0.74 |
* 1 = Top 20%, 5 = Bottom 20%