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FDYSX: FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/06/2007 |
| Last Dividend Date: | 04/26/2018 |
| 12-Mo. Yield | 15.89% |
| Expenses | 1.08% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 11/06/2007 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.5 | 2.1 | 4.4 | 4.0 | -7.6 | 17.3 | 5.9 | -0.4 | 2.8 | 9.0 | 12.5 | -5.3 | 15.0 | 28.7 | -28.4 | -3.5 |
| Sharpe Ratio | NA | 0.02 | 0.27 | 0.47 | 0.28 | 0.23 | -1.38 | 3.61 | 0.66 | -0.05 | 0.45 | 1.23 | 1.95 | -0.33 | 1.19 | 1.51 | -1.22 | -1.99 |
| Draw Down(%) | NA | 12.2 | 12.2 | 12.2 | 40.1 | 40.9 | 12.2 | 2.5 | 6.5 | 9.2 | 5.5 | 6.6 | 3.7 | 17.4 | 8.9 | 17.4 | 39.0 | 4.4 |
| Standard Deviation(%) | NA | 10.2 | 8.9 | 8.1 | 13.0 | 13.0 | 16.5 | 4.6 | 8.6 | 8.4 | 6.2 | 7.3 | 6.4 | 16.3 | 12.5 | 19.0 | 23.9 | 11.9 |
| Treynor Ratio | NA | 0.0 | 0.02 | 0.04 | 0.03 | 0.03 | -0.24 | 0.18 | 0.06 | 0.0 | 0.03 | 0.1 | 0.18 | -0.05 | 0.13 | 0.22 | -0.26 | -0.22 |
| Alpha | NA | -0.02 | 0.0 | 0.0 | 0.0 | 0.0 | -0.09 | 0.02 | 0.01 | 0.0 | 0.0 | -0.02 | 0.02 | 0.0 | 0.01 | 0.0 | -0.03 | -0.07 |
| Beta | NA | 0.97 | 0.99 | 0.96 | 1.09 | 1.09 | 0.96 | 0.94 | 0.98 | 1.01 | 0.88 | 0.93 | 0.71 | 1.05 | 1.11 | 1.33 | 1.14 | 1.07 |
| RSquared | NA | 0.35 | 0.68 | 0.75 | 0.88 | 0.88 | 0.31 | 0.63 | 0.93 | 0.95 | 0.9 | 0.91 | 0.87 | 0.9 | 0.94 | 0.94 | 0.94 | 0.75 |
| Yield(%) | N/A | 15.9 | 7.2 | 7.6 | 5.3 | N/A | 7.4 | 9.0 | 3.0 | 2.8 | 12.6 | 5.7 | 4.4 | 5.0 | 1.8 | 2.2 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | 484.5 | -7.1 | 181.6 | N/A | N/A | -11.6 | 210.3 | 5.4 | -80.0 | 123.4 | 39.3 | -20.2 | 218.5 | 1.3 | -20.3 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/06/2007
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
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