FSIDX Mutual Fund

FSIDX Mutual Fund

NAV$20.01
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Returns Overview

1 Month
-0.08%
3 Months
+3.03%
6 Months
+9.58%
YTD
+13.00%
1 Year
+21.25%
3 Years (annualized)
+13.79%
5 Years (annualized)
+7.64%
10 Years (annualized)
+9.19%

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
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)
+13.00%
Peer Avg (YTD)
+6.57%
vs Peers
+6.43%

FSIDX Mutual Fund Performance

FSIDX performance across multiple time periods: 1-month -0.08%, YTD 13.00%, 1-year 21.25%, 3-year 13.79%, 5-year 7.64%, 10-year 9.19%.

FSIDX returns outperform the peer average of 6.57% 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.