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Fidelity Monthly Income Class S5 (0P0000UOI9.TO)

Toronto - Toronto Delayed price. Currency in CAD
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14.22+0.03 (+0.24%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.91%
5-year average return4.58%
Number of years up10
Number of years down2
Best 1-yr total return (17 Jun 2024)11.57%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return11.57%
Worst 3-yr total return2.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000UOI9.TOCategory
YTD3.78%0.00%
1-month2.36%0.00%
3-month2.62%0.00%
1-year8.89%0.00%
3-year2.89%0.00%
5-year4.86%0.00%
10-year4.22%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UOI9.TOCategory
2024
N/AN/A
2023
5.68%N/A
2022
-5.30%N/A
2021
10.58%N/A
2020
6.11%N/A
2019
11.23%N/A
2018
-2.32%N/A
2017
2.20%N/A
2016
6.72%N/A
2015
1.32%N/A
2014
7.91%N/A
2013
11.57%N/A
2012
6.23%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.08%N/AN/AN/A
20231.93%-0.23%-2.65%6.74%
2022-0.92%-6.69%-1.73%4.24%
20213.08%3.91%0.11%3.13%
2020-10.18%9.42%0.80%7.12%
20196.36%1.83%1.38%1.31%
2018-1.66%1.93%-0.66%-1.90%
20171.20%0.18%-0.45%1.27%
20162.19%2.53%2.34%-0.47%
20153.25%-1.55%-1.51%1.21%
20142.86%1.98%0.40%2.47%
20134.74%0.40%2.02%3.99%
20122.68%-0.05%1.60%1.88%
20114.23%N/AN/AN/A

Rank in category (by total return)

YTD64
1-month43
3-month33
1-year83
3-year61
5-year57

Load adjusted returns

1-year8.89%
3-year2.89%
5-year4.86%
10-year4.22%