FSDIX
Fidelity Strategic Dividend & Income
$16.17
-0.04 (-0.25%)
Currency in USD / Last Updated: 4/25/2024
Category | Balanced Aggressive |
---|---|
Market Cap | 5353.353M |
52 Week High | 16.693 |
52 Week Low | 14.014 |
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Key Data
Symbol | FSDIX |
---|---|
Type | Mutual Fund |
Category | Balanced Aggressive |
Price | 16.17 |
Price Yesterday | 16.21 |
Market Cap | 5,353.35 |
YTD Return | 2.23% |
Expense Details
Deferred | 0 |
---|---|
12b-1 | 0 |
Front Load | 0 |
Initial Purchase Amount | 0 |
Redeption Fee | 0 |
Prospectus | 0.007 |
Overview
52 Week High | 16.69 |
---|---|
52 Week Low | 14.01 |
Market Cap | 5,353.35M |
Shares Outstanding | 331.07M |
Income Dividend Yield | 2.76% |
Long Term Dividend Yield | 2.84% |
Short Term Dividend Yield | 0.00% |
52 Week Yield (All) | 5.60% |
Returns Annualized
One Day | -46.38% |
---|---|
Five Days | 126.55% |
One Months | -19.23% |
Three Months | 7.35% |
Six Months | 30.05% |
Nine Months | 6.95% |
One Year | 9.20% |
Three Years | 3.24% |
Five Years | 7.80% |
Ten Years | 7.81% |
YTD | 7.21% |
Since Inception | 7.49% |
Returns Total
One Day | -0.25% |
---|---|
Five Days | 1.63% |
One Month | -1.85% |
Three Months | 1.79% |
Six Months | 13.91% |
Nine Months | 5.19% |
One Year | 9.19% |
Three Years | 10.02% |
Five Years | 45.51% |
Ten Years | 111.79% |
YTD | 2.23% |
Since Inception | 332.12% |
Yearly Returns
2024 | 2.23% |
---|---|
2023 | 9.43% |
2022 | -9.84% |
2021 | 19.01% |
2020 | 11.25% |
2019 | 22.49% |
2018 | -4.49% |
2017 | 12.17% |
2016 | 12.73% |
2015 | -1.15% |
Risk against SP-DA
Alpha | -9.65% |
---|---|
Beta | 0.65 |
Correlation | 89.11% |
Downside Deviation | 2.54% |
Coefficient of determination | 79.40% |
Standard Deviation | 2.50% |
Sharpe Ratio | -1.94 |
Sortino | -6.6 |
Treynor | 5.84 |
Ulcer Index | 2.83 |
Ulcer Performance Index | -5.92 |