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Fidelity Strategic Dividend & Income (FSDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.170.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.23%
5-year average return7.70%
Number of years up16
Number of years down4
Best 1-yr total return (25 Apr 2024)37.73%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return37.73%
Worst 3-yr total return5.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFSDIXCategory
YTD5.54%11.35%
1-month3.01%0.99%
3-month5.54%5.92%
1-year13.06%32.83%
3-year5.56%11.75%
5-year8.70%11.53%
10-year8.23%8.98%
Last bull market31.45%17.67%
Last bear market-10.06%-15.71%

Annual total return (%) history

Year
FSDIXCategory
2024
N/AN/A
2023
9.43%N/A
2022
-9.84%N/A
2021
19.01%N/A
2020
11.25%13.51%
2019
22.49%21.35%
2018
-4.49%-7.93%
2017
12.17%15.80%
2016
12.73%7.93%
2015
-1.14%-2.77%
2014
13.27%5.71%
2013
17.80%21.31%
2012
14.75%13.42%
2011
7.30%-3.80%
2010
13.66%13.49%
2009
37.73%29.37%
2008
-41.17%-34.34%
2007
3.14%7.43%
2006
13.96%13.07%
2005
9.79%7.35%
2004
14.72%10.93%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.54%N/AN/AN/A
20232.15%2.22%-3.13%8.18%
2022-2.31%-10.06%-5.22%8.27%
20215.37%5.72%-0.21%7.06%
2020-17.10%13.42%5.47%12.18%
201911.29%2.56%2.12%5.08%
2018-3.15%3.33%3.70%-7.97%
20173.63%1.57%2.50%3.97%
20163.32%5.02%2.29%1.57%
20151.02%-1.99%-4.51%4.57%
20143.58%5.66%-0.83%4.37%
20138.77%0.75%2.05%5.34%
20128.17%0.55%4.50%0.97%
20116.35%2.52%-10.25%9.65%
20106.71%-8.74%10.00%6.10%
2009-12.29%22.76%21.57%5.22%
2008-6.85%-1.92%-14.64%-24.56%
20073.40%3.88%0.95%-4.88%
20065.92%-1.51%3.18%5.87%
2005-1.14%2.90%5.13%2.67%
20044.11%-0.42%1.63%8.89%

Rank in category (by total return)

YTD85
1-month39
3-month85
1-year90
3-year27
5-year44

Load adjusted returns

1-year13.06%
3-year5.56%
5-year8.70%
10-year8.23%