FSDIX Mutual Fund

FSDIX Mutual Fund

NAV$19.38
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Returns Overview

1 Month
+2.77%
3 Months
-0.54%
6 Months
+2.47%
YTD
+12.40%
1 Year
+14.99%
3 Years (annualized)
+16.67%
5 Years (annualized)
+7.67%
10 Years (annualized)
+9.64%

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
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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)
+12.40%
Peer Avg (YTD)
+6.22%
vs Peers
+6.18%

FSDIX Mutual Fund Performance

FSDIX performance across multiple time periods: 1-month 2.77%, YTD 12.40%, 1-year 14.99%, 3-year 16.67%, 5-year 7.67%, 10-year 9.64%.

FSDIX returns outperform the peer average of 6.22% 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.