FSIDX Mutual Fund

NAV$19.96

Returns Overview

1 Month
+1.53%
3 Months
+8.71%
6 Months
+13.99%
YTD
+13.08%
1 Year
+22.87%
3 Years (annualized)
+13.50%
5 Years (annualized)
+7.99%
10 Years (annualized)
+9.50%

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
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Fidelity Strategic Dividend & Income Composite Index(^FIDSDINC)
This Mutual Fund (YTD)
+13.08%
Peer Avg (YTD)
+6.73%
vs Peers
+6.36%

FSIDX Mutual Fund Performance

FSIDX performance across multiple time periods: 1-month 1.53%, YTD 13.08%, 1-year 22.87%, 3-year 13.50%, 5-year 7.99%, 10-year 9.50%.

FSIDX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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