FSDIX Mutual Fund

FSDIX Mutual Fund

NAV$20.06
See how much of FSDIX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.06%
3 Months
+3.03%
6 Months
+9.62%
YTD
+13.02%
1 Year
+21.25%
3 Years (annualized)
+13.83%
5 Years (annualized)
+7.68%
10 Years (annualized)
+9.23%

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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+13.02%
Peer Avg (YTD)
+6.57%
vs Peers
+6.45%

FSDIX Mutual Fund Performance

FSDIX performance across multiple time periods: 1-month -0.06%, YTD 13.02%, 1-year 21.25%, 3-year 13.83%, 5-year 7.68%, 10-year 9.23%.

FSDIX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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