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FSICX: FIDELITY STRATEGIC INCOME FUND FIDELITY STRATEGIC INCOME FUND (MUTUAL FUND)
Basic Info
| Asset Class: | Multisector |
| MyPlanIQ Rating: | (74%) |
| Start Date: | 05/01/1998 |
| Last Dividend Date: | 03/29/2018 |
| 12-Mo. Yield | 3.83% |
| Expenses | 0.70% |
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Performance Analytics (As of 04/27/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/01/1998 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.4 | 2.5 | 3.4 | 3.2 | 5.7 | 6.3 | 6.3 | -1.8 | 7.7 | 8.8 | -1.1 | 3.8 | 0.3 | 10.9 | 4.7 | 9.5 | 31.9 | -11.8 | 5.6 | 8.1 | 2.7 | 8.6 | 19.2 | 7.8 | 6.6 | 4.1 | 6.3 | -0.2 |
| Sharpe Ratio | NA | 0.69 | 0.97 | 0.95 | 1.45 | NA | 1.32 | -2.25 | 3.18 | 2.28 | -0.4 | 1.52 | 0.09 | 4.52 | 1.21 | 2.59 | 6.53 | -2.03 | 0.94 | 1.63 | 0.18 | 1.86 | 4.91 | 1.9 | 1.06 | 0.01 | 0.76 | -0.62 |
| Draw Down(%) | NA | 2.5 | 6.3 | 6.3 | 18.2 | NA | 18.2 | 2.5 | 1.4 | 3.0 | 4.6 | 4.0 | 5.6 | 1.9 | 4.8 | 3.8 | 4.3 | 18.2 | 2.5 | 2.0 | 2.7 | 6.2 | 4.6 | 3.9 | 2.9 | 3.9 | 3.9 | 7.8 |
| Standard Deviation(%) | NA | 2.4 | 3.1 | 3.1 | 3.8 | NA | 3.8 | 2.9 | 2.2 | 3.8 | 2.9 | 2.5 | 3.3 | 2.4 | 3.8 | 3.6 | 4.9 | 6.3 | 2.8 | 3.0 | 3.0 | 4.1 | 3.8 | 3.5 | 4.2 | 4.0 | 4.1 | 5.6 |
| Treynor Ratio | NA | 0.27 | 0.32 | 0.35 | 1.01 | NA | 1.22 | -1.0 | 1.7 | 0.54 | -0.18 | 0.74 | 0.05 | 2.05 | 0.75 | 1.68 | 6.69 | -4.36 | 8.27 | 0.97 | 0.14 | 1.26 | -6.05 | -4.05 | 1.37 | 0.01 | 0.4 | -0.43 |
| Alpha | NA | 0.0 | 0.01 | 0.01 | 0.02 | NA | 0.02 | -0.03 | 0.02 | 0.03 | -0.01 | 0.01 | -0.01 | 0.04 | 0.02 | 0.03 | 0.1 | -0.05 | 0.01 | 0.02 | 0.0 | 0.03 | 0.07 | 0.02 | 0.02 | 0.0 | 0.01 | -0.02 |
| Beta | NA | 0.06 | 0.09 | 0.08 | 0.05 | NA | 0.04 | 0.07 | 0.04 | 0.16 | 0.06 | 0.05 | 0.06 | 0.05 | 0.06 | 0.06 | 0.05 | 0.03 | 0.0 | 0.05 | 0.04 | 0.06 | -0.03 | -0.02 | 0.03 | 0.05 | 0.08 | 0.08 |
| RSquared | NA | 0.1 | 0.16 | 0.12 | 0.09 | NA | 0.04 | 0.19 | 0.02 | 0.3 | 0.11 | 0.05 | 0.05 | 0.08 | 0.14 | 0.08 | 0.07 | 0.04 | 0.0 | 0.03 | 0.02 | 0.03 | 0.02 | 0.01 | 0.03 | 0.07 | 0.12 | 0.11 |
| Yield(%) | N/A | 3.8 | 3.7 | 4.1 | 5.3 | 5.9 | N/A | 0.8 | 4.0 | 3.6 | 4.0 | 5.3 | 4.9 | 5.5 | 7.1 | 6.7 | 7.1 | 5.4 | 6.9 | 5.8 | 5.8 | 5.7 | 7.0 | 4.9 | 6.3 | 7.2 | 7.0 | 4.4 |
| Dividend Growth(%) | N/A | 13.2 | -29.0 | -27.4 | N/A | N/A | N/A | -80.2 | 15.1 | -13.1 | -25.4 | 2.6 | -7.6 | -23.9 | 9.2 | 17.2 | 8.2 | -22.8 | 21.0 | -2.2 | 4.0 | -8.5 | 47.2 | -22.4 | -15.7 | 1.6 | 52.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/1998
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