FSDIX Mutual Fund

FSDIX Mutual Fund

NAV$19.22
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Returns Overview

1 Month
-0.15%
3 Months
+1.31%
6 Months
+3.83%
YTD
+12.85%
1 Year
+18.45%
3 Years (annualized)
+14.41%
5 Years (annualized)
+7.92%
10 Years (annualized)
+9.50%

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
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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)
+12.85%
Peer Avg (YTD)
+7.17%
vs Peers
+5.67%

FSDIX Mutual Fund Performance

FSDIX performance across multiple time periods: 1-month -0.15%, YTD 12.85%, 1-year 18.45%, 3-year 14.41%, 5-year 7.92%, 10-year 9.50%.

FSDIX returns outperform the peer average of 7.17% 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.