Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIQWX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS Z) | 12.44% | 22.42% | 14.91% | 8.27% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 10/09/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIQWX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS Z) | 10/09/2018 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 22.42 | 14.91 | 8.27 | NA | NA | NA | … | … | 12.44 | 13.09 | 11.58 | 9.60 | -9.79 | 19.14 | 11.40 | 22.61 | -7.19 |
| Sharpe Ratio | NA | 2.36 | 1.17 | 0.52 | NA | NA | NA | … | … | 2.75 | 0.87 | 0.96 | 0.64 | -0.75 | 2.07 | 0.43 | 2.70 | -2.03 |
| Standard Deviation(%) | NA | 8.41 | 9.87 | 10.99 | NA | NA | NA | … | … | 9.51 | 11.84 | 8.32 | 9.40 | 15.01 | 9.23 | 25.85 | 7.82 | 14.89 |
| Draw Down(%) | NA | 5.78 | 12.52 | 17.02 | NA | NA | NA | … | … | 5.78 | 11.40 | 5.90 | 8.95 | 17.02 | 4.55 | 30.01 | 3.50 | 11.01 |
| Yield(%) | 0.00 | 7.71 | 6.75 | 5.90 | 5.33 | 3.55 | 2.67 | … | … | 0.00 | 8.42 | 5.67 | 6.03 | 3.76 | 9.50 | 6.06 | 7.84 | 5.17 |
Data as of 06/11/2026, Common starting date is 10/09/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIQWX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS Z) |
3.15%
Apr 2021 – Apr 2024 |
7.55%
Nov 2018 – Nov 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIQWX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS Z) |
17.62%
Dec 2018 – Dec 2021 |
12.35%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart