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FSISX: Fidelity SAI International Small Cap Index Fund (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/30/1992 |
| Last Dividend Date: | 12/16/2022 |
| 12-Mo. Yield | 3.06% |
| Expenses | 0.10% |
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Performance Analytics (As of 06/23/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 01/30/1992 |
2023 | 2022 | 2021 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.0 | 8.9 | -0.9 | -0.4 | 0.3 | 1.3 | 1.6 | 2.9 | 4.4 | -21.1 | 18.2 | 0.9 | 1.7 | 1.3 | 0.2 | 0.8 | 0.2 | 3.0 | 2.0 | 3.6 | 10.5 | -1.5 | 4.1 | 4.5 | 2.2 | 2.1 | 1.1 | 3.1 | 6.6 | 8.5 | 3.4 | 5.5 | 6.2 | 5.1 | 10.6 | -0.8 | 5.2 | 6.1 |
| Sharpe Ratio | NA | 0.32 | -0.09 | -0.08 | -0.04 | NA | NA | 0.22 | 0.46 | -1.01 | 0.2 | -0.29 | 1.12 | 1.01 | 0.22 | 1.04 | 0.13 | 3.05 | 1.47 | 2.25 | 4.41 | -0.79 | 0.44 | 0.64 | -0.01 | 0.67 | 0.19 | 1.01 | 1.56 | 1.91 | 0.02 | 0.83 | 1.15 | 0.63 | 2.8 | -1.56 | 1.56 | 1.8 |
| Draw Down(%) | NA | 19.4 | 36.8 | 36.8 | 36.8 | NA | NA | 36.8 | 8.6 | 33.5 | 9.7 | 0.3 | 0.2 | 0.6 | 0.5 | 0.4 | 1.2 | 0.2 | 0.8 | 1.1 | 0.8 | 4.5 | 0.7 | 0.5 | 0.6 | 1.4 | 1.5 | 0.9 | 1.7 | 0.6 | 0.9 | 1.3 | 0.5 | 1.4 | 0.8 | 2.0 | 0.7 | 1.0 |
| Standard Deviation(%) | NA | 18.8 | 21.1 | 19.4 | 11.0 | NA | NA | 5.9 | 12.9 | 22.4 | 24.3 | 1.0 | 0.9 | 1.1 | 0.8 | 0.7 | 0.9 | 1.0 | 1.3 | 1.5 | 2.4 | 3.1 | 2.1 | 1.8 | 1.4 | 1.7 | 2.0 | 2.0 | 2.7 | 2.3 | 2.2 | 2.4 | 2.1 | 2.3 | 2.4 | 2.5 | 2.0 | 2.3 |
| Treynor Ratio | NA | 0.03 | -0.01 | -0.01 | 0.0 | NA | NA | 0.01 | 0.12 | -0.09 | 0.04 | -0.01 | 0.03 | 0.03 | 0.01 | 0.03 | 0.0 | 0.06 | 0.03 | 0.06 | 0.17 | -0.04 | 0.01 | 0.01 | 0.0 | 0.02 | 0.01 | 0.03 | 0.06 | 0.06 | 0.0 | 0.03 | 0.03 | 0.02 | 0.09 | -0.05 | 0.05 | 0.08 |
| Alpha | NA | 0.04 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | 0.03 | -0.02 | 0.02 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 |
| Beta | NA | 1.97 | 1.39 | 1.38 | 1.32 | NA | NA | 1.04 | 0.49 | 2.42 | 1.33 | 0.43 | 0.37 | 0.39 | 0.27 | 0.27 | 0.4 | 0.47 | 0.61 | 0.62 | 0.6 | 0.6 | 0.71 | 0.81 | 0.68 | 0.68 | 0.75 | 0.57 | 0.71 | 0.76 | 0.79 | 0.76 | 0.77 | 0.71 | 0.73 | 0.73 | 0.64 | 0.54 |
| RSquared | NA | 0.16 | 0.35 | 0.35 | 0.34 | NA | NA | 0.34 | 0.02 | 0.16 | 0.76 | 0.38 | 0.28 | 0.35 | 0.29 | 0.26 | 0.37 | 0.36 | 0.51 | 0.63 | 0.52 | 0.61 | 0.69 | 0.7 | 0.55 | 0.67 | 0.65 | 0.63 | 0.72 | 0.75 | 0.81 | 0.78 | 0.79 | 0.81 | 0.73 | 0.7 | 0.54 | 0.52 |
| Yield(%) | N/A | 3.1 | 1.2 | 1.0 | 1.1 | 1.6 | 2.0 | N/A | 0.0 | 2.3 | 1.3 | 1.7 | 1.5 | 1.2 | 1.0 | 1.1 | 1.4 | 1.8 | 2.1 | 2.1 | 3.3 | 4.0 | 4.4 | 4.1 | 3.3 | 2.7 | 2.7 | 4.3 | 5.6 | 6.4 | 5.6 | 5.7 | 5.9 | 6.1 | 6.4 | 5.4 | 5.5 | 5.6 |
| Dividend Growth(%) | N/A | 77.3 | 59.3 | -22.5 | -60.3 | -68.5 | N/A | N/A | -100.0 | 77.3 | N/A | 9.0 | 31.1 | 12.5 | -7.4 | -22.8 | -19.1 | -15.6 | -0.0 | -31.6 | -20.8 | -9.0 | 7.0 | 23.6 | 20.5 | -2.1 | -38.4 | -21.5 | -10.5 | 10.6 | -1.6 | -2.9 | -4.7 | -2.0 | 11.4 | -0.8 | -2.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/30/1992
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