Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSDIX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND) | 11.42% | 22.47% | 14.72% | 8.13% | 9.34% | 9.59% | 7.69% | … | … |
Data as of 06/05/2026, Common starting date is 01/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSDIX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND) | 01/07/2004 | 06/05/2026 |
| 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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.36 | 22.47 | 14.72 | 8.13 | 9.34 | 9.59 | 7.69 | … | … | 11.42 | 13.03 | 11.52 | 9.45 | -9.84 | 19.03 | 11.23 | 22.50 | -4.33 | 10.58 | 9.85 | -1.14 | 13.33 | 17.80 | 14.75 | 7.30 | 13.49 | 37.73 | -41.17 | 3.14 | 13.96 | 9.79 | 13.00 |
| Sharpe Ratio | NA | 2.36 | 1.16 | 0.52 | 0.62 | NA | NA | … | … | 2.76 | 0.86 | 0.95 | 0.63 | -0.76 | 2.04 | 0.42 | 2.70 | -0.52 | 2.11 | 0.99 | -0.11 | 1.84 | 2.20 | 1.87 | 0.44 | 0.78 | 1.27 | -1.10 | 0.00 | 1.15 | 0.85 | 1.29 |
| Standard Deviation(%) | NA | 8.40 | 9.84 | 10.96 | 12.51 | NA | NA | … | … | 9.50 | 11.81 | 8.32 | 9.33 | 14.95 | 9.30 | 25.96 | 7.79 | 11.01 | 4.72 | 9.70 | 10.86 | 7.23 | 8.08 | 7.91 | 16.43 | 17.21 | 29.68 | 38.31 | 13.65 | 9.24 | 8.85 | 9.47 |
| Draw Down(%) | NA | 5.75 | 12.49 | 17.08 | 29.99 | NA | NA | … | … | 5.75 | 11.36 | 5.88 | 9.01 | 17.08 | 4.53 | 29.99 | 3.49 | 12.47 | 2.60 | 6.75 | 9.93 | 5.32 | 6.67 | 5.36 | 13.92 | 14.78 | 27.09 | 52.63 | 10.84 | 7.89 | 6.05 | 8.05 |
| Yield(%) | 0.00 | 7.69 | 6.69 | 5.84 | 6.80 | 7.69 | 6.16 | … | … | 0.00 | 8.31 | 5.57 | 5.91 | 3.66 | 9.36 | 5.93 | 7.70 | 7.21 | 7.74 | 3.10 | 5.90 | 8.70 | 3.61 | 2.84 | 2.76 | 2.76 | 3.50 | 2.52 | 6.62 | 6.82 | 3.05 | 1.56 |
Data as of 06/05/2026, Common starting date is 01/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSDIX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND) |
-18.25%
Feb 2006 – Feb 2009 |
-7.22%
Feb 2004 – Feb 2009 |
4.95%
May 2007 – May 2017 |
5.50%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSDIX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND) |
29.29%
Feb 2009 – Feb 2012 |
22.96%
Feb 2009 – Feb 2014 |
14.61%
Feb 2009 – Feb 2019 |
12.53%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart