FSDIX Mutual Fund

NAV$19.92

Returns Overview

1 Month
-0.50%
3 Months
+4.29%
6 Months
+9.09%
YTD
+12.29%
1 Year
+22.87%
3 Years (annualized)
+13.54%
5 Years (annualized)
+8.04%
10 Years (annualized)
+9.54%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSDIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Fidelity Strategic Dividend & Income Composite Index(^FIDSDINC)
This Mutual Fund (YTD)
+12.29%
Peer Avg (YTD)
+6.73%
vs Peers
+5.56%

FSDIX Mutual Fund Performance

FSDIX performance across multiple time periods: 1-month -0.50%, YTD 12.29%, 1-year 22.87%, 3-year 13.54%, 5-year 8.04%, 10-year 9.54%.

FSDIX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

FSDIX performance comparison shows side-by-side returns with another fund. FSDIX alternatives are available in the Mutual Fund Screener.