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FSIDX: FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS I (MUTUAL FUND)
Basic Info 17.56 0.18(1.01%) July 11
| Asset Class: | Aggressive Allocation |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 12/26/2003 |
| Last Dividend Date: | 04/04/2025 |
| 12-Mo. Yield | 2.61% |
| Expenses | 0.68% |
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Performance Analytics (As of 07/11/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/26/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.8 | 5.3 | 6.5 | 6.8 | 6.4 | 6.7 | 8.8 | 6.6 | 7.0 | 8.5 | 6.4 | -11.3 | 12.0 | 8.0 | 22.5 | -4.4 | 12.2 | 12.7 | -1.2 | 13.4 | 17.7 | 14.8 | 7.2 | 13.4 | 37.8 | -41.2 | 3.1 | 13.9 | 9.9 | 14.5 | 1.1 |
| Sharpe Ratio | NA | 0.5 | 0.26 | 0.3 | 0.36 | 0.4 | NA | NA | 0.37 | 0.22 | 0.22 | -0.85 | 1.08 | 0.3 | 2.69 | -0.52 | 2.57 | 1.32 | -0.11 | 1.84 | 2.17 | 1.86 | 0.44 | 0.77 | 1.26 | -1.1 | 0.01 | 1.16 | 0.87 | 1.46 | 14.79 |
| Draw Down(%) | NA | 11.4 | 14.8 | 14.8 | 21.5 | 30.0 | NA | NA | 59.0 | 8.0 | 9.0 | 17.1 | 5.8 | 30.0 | 3.5 | 12.5 | 1.7 | 6.8 | 10.0 | 5.3 | 6.8 | 5.3 | 14.0 | 14.8 | 27.1 | 52.6 | 10.8 | 7.8 | 6.1 | 8.1 | 0.1 |
| Standard Deviation(%) | NA | 14.8 | 12.6 | 11.4 | 11.9 | 13.0 | NA | NA | 15.7 | 8.7 | 9.7 | 15.0 | 11.1 | 26.1 | 7.8 | 11.0 | 4.5 | 9.5 | 10.8 | 7.3 | 8.2 | 8.0 | 16.4 | 17.2 | 29.9 | 38.3 | 13.7 | 9.2 | 8.9 | 9.2 | 10.2 |
| Treynor Ratio | NA | 0.08 | 0.04 | 0.04 | 0.05 | 0.05 | NA | NA | 0.05 | 0.03 | 0.03 | -0.14 | 0.13 | 0.06 | 0.2 | -0.05 | 0.11 | 0.11 | -0.01 | 0.13 | 0.15 | 0.14 | 0.06 | 0.08 | 0.21 | -0.26 | 0.0 | 0.08 | 0.06 | 0.11 | 0.9 |
| Alpha | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | NA | NA | -0.01 | 0.0 | -0.02 | 0.02 | 0.0 | -0.03 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | -0.01 | 0.01 | 0.01 | -0.02 | 0.01 | -0.04 | -0.02 | 0.0 | 0.02 | 0.01 | 0.0 |
| Beta | NA | 0.96 | 0.93 | 0.89 | 0.92 | 1.05 | NA | NA | 1.28 | 0.73 | 0.84 | 0.89 | 0.92 | 1.23 | 1.05 | 1.06 | 1.03 | 1.17 | 1.22 | 1.03 | 1.14 | 1.04 | 1.18 | 1.58 | 1.76 | 1.58 | 1.44 | 1.3 | 1.3 | 1.22 | 1.67 |
| RSquared | NA | 0.88 | 0.82 | 0.8 | 0.76 | 0.85 | NA | NA | 0.87 | 0.59 | 0.67 | 0.9 | 0.51 | 0.96 | 0.91 | 0.89 | 0.83 | 0.93 | 0.95 | 0.89 | 0.93 | 0.91 | 0.96 | 0.95 | 0.94 | 0.95 | 0.92 | 0.89 | 0.91 | 0.86 | 0.98 |
| Yield(%) | N/A | 0.4 | 1.9 | 2.6 | 2.8 | 4.6 | 6.6 | 5.1 | N/A | 2.7 | 2.9 | 2.3 | 2.4 | 2.8 | 7.7 | 7.2 | 7.7 | 5.3 | 5.9 | 8.7 | 3.6 | 2.9 | 2.8 | 2.6 | 3.5 | 2.5 | 6.6 | 6.8 | 3.0 | 1.6 | 0.0 |
| Dividend Growth(%) | N/A | -83.1 | -30.1 | -34.8 | -56.1 | 21.9 | N/A | N/A | N/A | -3.8 | 10.2 | 3.3 | -8.7 | -58.6 | -6.3 | -2.8 | 57.6 | -17.2 | -28.5 | 169.3 | 41.5 | 7.8 | 16.6 | -0.8 | -19.0 | -63.4 | 2.6 | 143.9 | 115.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/26/2003
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