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FSAHX: FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (MUTUAL FUND)
Basic Info 8.84 0.02(0.23%) May 02
Asset Class: | High Yield Bond |
MyPlanIQ Rating: | (1%) |
Start Date: | 11/20/2013 |
Last Dividend Date: | 03/28/2024 |
12-Mo. Yield | 4.14% |
Expenses | 0.75% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/20/2013 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 1.5 | 8.7 | 2.1 | 2.8 | 2.7 | 2.9 | 10.3 | -6.5 | 3.3 | 3.6 | 9.3 | -1.6 | 3.6 | 10.6 | -3.3 | 0.1 | 0.3 |
Sharpe Ratio | NA | -0.04 | 1.38 | -0.04 | 0.24 | 0.38 | 0.41 | 1.46 | -1.39 | 1.66 | 0.37 | 3.24 | -1.07 | 1.42 | 2.3 | -0.82 | 0.04 | 4.17 |
Draw Down(%) | NA | 1.2 | 1.8 | 8.9 | 16.8 | 16.8 | 16.8 | 3.2 | 8.9 | 1.6 | 16.8 | 1.2 | 4.4 | 1.4 | 5.1 | 8.2 | 5.3 | 0.1 |
Standard Deviation(%) | NA | 2.8 | 3.4 | 4.3 | 5.3 | 4.5 | 4.4 | 4.2 | 5.7 | 2.0 | 9.0 | 2.4 | 2.7 | 2.1 | 4.5 | 4.0 | 2.9 | 0.7 |
Treynor Ratio | NA | 0.0 | 0.07 | 0.0 | 0.02 | 0.02 | 0.02 | 0.09 | -0.11 | 0.05 | 0.04 | 0.13 | -0.05 | 0.05 | 0.13 | -0.04 | 0.0 | 0.28 |
Alpha | NA | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | -0.01 | 0.01 |
Beta | NA | 0.68 | 0.66 | 0.7 | 0.75 | 0.75 | 0.75 | 0.69 | 0.71 | 0.63 | 0.81 | 0.63 | 0.64 | 0.54 | 0.82 | 0.89 | 0.73 | 0.1 |
RSquared | NA | 0.79 | 0.84 | 0.86 | 0.89 | 0.85 | 0.84 | 0.88 | 0.88 | 0.55 | 0.92 | 0.75 | 0.74 | 0.56 | 0.82 | 0.77 | 0.75 | 0.11 |
Yield(%) | N/A | 1.5 | 5.7 | 4.3 | 4.1 | 3.8 | N/A | 6.1 | 3.5 | 3.7 | 3.4 | 4.6 | 3.7 | 3.7 | 4.5 | 4.9 | 3.5 | 0.0 |
Dividend Growth(%) | N/A | -75.0 | 28.9 | 14.0 | -2.0 | N/A | N/A | 57.6 | -5.7 | 9.4 | -22.0 | 17.1 | 0.0 | -12.5 | -14.9 | 34.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/20/2013
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