FSIDX Mutual Fund

FSIDX Mutual Fund

NAV$19.17
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Returns Overview

1 Month
-0.15%
3 Months
+1.30%
6 Months
+3.83%
YTD
+12.83%
1 Year
+18.44%
3 Years (annualized)
+13.30%
5 Years (annualized)
+7.27%
10 Years (annualized)
+9.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FSIDX 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
PROUpgrade to run
📉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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Strategic Dividend & Income Composite Index(^FIDSDINC)
This Mutual Fund (YTD)
+12.83%
Peer Avg (YTD)
+7.17%
vs Peers
+5.65%

FSIDX Mutual Fund Performance

FSIDX performance across multiple time periods: 1-month -0.15%, YTD 12.83%, 1-year 18.44%, 3-year 13.30%, 5-year 7.27%, 10-year 9.25%.

FSIDX returns outperform the peer average of 7.17% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

FSIDX vs another fund shows side-by-side returns. FSIDX alternatives are available in the Mutual Fund Screener.