FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX)

Basic Info 8.87 0(0.0%)

FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND started on 11/20/2013
FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND is classified as asset class High Yield Bond
FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND expense ratio is 0.75%
FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND rating is
Not Rated

FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) Dividend Info

FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) dividend growth in the last 12 months is 44.93%

The trailing 12-month yield of FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND is 6.38%. its dividend history:

DateDividend
04/30/2024 0.0424
03/28/2024 0.0438
02/29/2024 0.0406
01/31/2024 0.0451
12/29/2023 0.0444
12/21/2023 0.045
11/30/2023 0.0422
10/31/2023 0.0413
09/29/2023 0.0403
08/31/2023 0.041
07/31/2023 0.0412
06/30/2023 0.0388
05/31/2023 0.041
04/28/2023 0.0389
03/31/2023 0.0399
02/28/2023 0.0357
01/31/2023 0.0381
12/22/2022 0.007
11/30/2022 0.0339
10/31/2022 0.0316
09/30/2022 0.0305
08/31/2022 0.0304
07/29/2022 0.0318
06/30/2022 0.0295
05/31/2022 0.0302
04/29/2022 0.0273
03/31/2022 0.0286
02/28/2022 0.0248
01/31/2022 0.0274
12/31/2021 0.0263
12/22/2021 0.006
11/30/2021 0.025
10/29/2021 0.0255
09/30/2021 0.0255
08/31/2021 0.0271
07/30/2021 0.0274
06/30/2021 0.0274
05/28/2021 0.0265
04/30/2021 0.0258
03/31/2021 0.0269
02/26/2021 0.024
01/29/2021 0.027
11/30/2020 0.025
10/30/2020 0.027
09/30/2020 0.026
08/31/2020 0.026
07/31/2020 0.026
06/30/2020 0.026
05/29/2020 0.028
04/30/2020 0.027
03/31/2020 0.028
02/28/2020 0.026
01/31/2020 0.028
12/31/2019 0.027
12/26/2019 0.015
11/29/2019 0.028
10/31/2019 0.029
09/30/2019 0.029
08/30/2019 0.031
07/31/2019 0.034
06/28/2019 0.034
05/31/2019 0.035
04/30/2019 0.034
03/29/2019 0.036
02/28/2019 0.031
01/31/2019 0.036
12/31/2018 0.0356
12/27/2018 0.014
11/30/2018 0.0337
10/31/2018 0.0334
09/28/2018 0.0323
07/31/2018 0.033
06/29/2018 0.032
05/31/2018 0.033
04/30/2018 0.032
03/29/2018 0.033
02/28/2018 0.03
01/31/2018 0.032
12/29/2017 0.032
12/27/2017 0.021
11/30/2017 0.032
10/31/2017 0.031
09/29/2017 0.03
08/31/2017 0.0316
07/31/2017 0.0315
06/30/2017 0.0312
05/31/2017 0.0305
03/31/2017 0.031
02/28/2017 0.028
01/31/2017 0.031
12/30/2016 0.037
11/30/2016 0.031
10/31/2016 0.033
09/30/2016 0.032
08/31/2016 0.033
07/29/2016 0.033
06/30/2016 0.034
05/31/2016 0.035
04/29/2016 0.034
03/31/2016 0.035
02/29/2016 0.034
01/29/2016 0.037
12/31/2015 0.042
11/30/2015 0.037
10/30/2015 0.037
09/30/2015 0.036
08/31/2015 0.037
07/31/2015 0.037
06/30/2015 0.035
05/29/2015 0.036
04/30/2015 0.035
03/31/2015 0.035
02/27/2015 0.032
01/30/2015 0.035
12/31/2014 0.035
11/28/2014 0.033
10/31/2014 0.032
09/30/2014 0.031
08/29/2014 0.031
07/31/2014 0.031
06/30/2014 0.028
05/30/2014 0.028
04/30/2014 0.026
03/31/2014 0.026
02/28/2014 0.025
01/31/2014 0.023

Dividend Growth History for FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2023
2023 $0.5278 6.17% 58.50% -
2022 $0.333 3.52% 3.93% 58.50%
2021 $0.3204 3.38% 9.35% 28.35%
2020 $0.293 3.10% -26.57% 21.67%
2019 $0.399 4.43% 6.68% 7.24%
2018 $0.374 3.92% 3.66% 7.13%
2017 $0.3608 3.81% -11.57% 6.55%
2016 $0.408 4.58% -5.99% 3.75%
2015 $0.434 4.49% 24.36% 2.48%
2014 $0.349 3.49% - 4.70%

Dividend Growth Chart for FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX)

FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) Historical Returns And Risk Info

From 11/20/2013 to 05/20/2024, the compound annualized total return (dividend reinvested) of FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) is 2.925%. Its cumulative total return (dividend reinvested) is 35.241%.

From 11/20/2013 to 05/20/2024, the Maximum Drawdown of FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) is 16.8%.

From 11/20/2013 to 05/20/2024, the Sharpe Ratio of FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) is 0.43.

From 11/20/2013 to 05/20/2024, the Annualized Standard Deviation of FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) is 4.4%.

From 11/20/2013 to 05/20/2024, the Beta of FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) is 0.75.

Last 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(%) 0.2 2.3 10.2 2.5 3.1 2.8 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 0.93 1.91 0.03 0.29 0.39 0.43 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 2.7 3.3 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 0.04 0.1 0.0 0.02 0.02 0.03 0.09 -0.11 0.05 0.04 0.13 -0.05 0.05 0.13 -0.04 0.0 0.28
Alpha NA 0.01 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 0.67 0.65 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
RSquare 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 1.9 6.4 4.4 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 -67.3 44.9 19.8 -2.8 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

Return Calculator for FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX)

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FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) Historical Return Chart

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FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/20/2013 to 05/20/2024, the worst annualized return of 3-year rolling returns for FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) is -0.25%.
From 11/20/2013 to 05/20/2024, the worst annualized return of 5-year rolling returns for FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) is 1.2%.
From 11/20/2013 to 05/20/2024, the worst annualized return of 10-year rolling returns for FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) is 2.74%.
From 11/20/2013 to 05/20/2024, the worst annualized return of 20-year rolling returns for FIDELITY SHORT DURATION HIGH INCOME FUND FIDELITY SHORT DURATION HIGH INCOME FUND (FSAHX) is NA.

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