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FSRRX: Fidelity Strategic Real Return (MUTUAL FUND)
Basic Info 8.04 0.07(0.86%) September 23
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (13%) |
| Start Date: | 09/20/2005 |
| Last Dividend Date: | 04/03/2020 |
| 12-Mo. Yield | 0.97% |
| Expenses | 0.76% |
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Performance Analytics (As of 09/23/2020)
Not up-to-date? Try| Last 1 Week* | YTD*(2020) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -2.3 | -3.9 | -2.8 | 1.3 | 1.9 | 2.0 | 2.2 | 2.2 | 10.5 | -4.0 | 2.5 | 8.6 | -7.4 | 1.1 | -2.3 | 8.3 | 1.7 | 13.9 | 28.4 | -23.3 | 3.8 | 4.9 | -0.9 |
| SR | NA | -0.22 | -0.09 | 0.11 | 0.23 | 0.31 | NA | 0.22 | 2.52 | -1.21 | 0.53 | 1.69 | -1.52 | 0.34 | -0.53 | 1.88 | 0.23 | 1.96 | 2.38 | -2.01 | 0.16 | 0.31 | -0.97 |
| DD(%) | NA | 19.9 | 19.9 | 19.9 | 19.9 | 19.9 | NA | 33.4 | 1.3 | 6.0 | 3.2 | 3.0 | 9.6 | 5.5 | 5.7 | 3.1 | 8.0 | 4.9 | 8.8 | 32.4 | 5.0 | 2.9 | 2.4 |
| SD(%) | NA | 14.1 | 12.0 | 7.7 | 6.6 | 5.9 | NA | 7.0 | 3.6 | 4.4 | 3.5 | 4.9 | 4.9 | 3.3 | 4.3 | 4.4 | 7.1 | 7.1 | 11.9 | 12.1 | 4.7 | 5.2 | 5.8 |
| TR | NA | -0.04 | -0.01 | 0.86 | 1.41 | 1.27 | NA | 0.57 | 42.52 | -0.1 | 0.03 | 0.11 | -0.13 | 0.03 | -0.03 | 0.11 | 0.02 | 0.14 | 0.29 | -0.37 | 0.02 | 0.04 | -0.22 |
| Alpha(%) | NA | -0.03 | -0.02 | 0.0 | 0.01 | 0.01 | NA | 0.01 | 0.03 | -0.01 | -0.01 | 0.01 | -0.03 | -0.01 | -0.03 | 0.0 | -0.03 | 0.01 | 0.04 | -0.08 | 0.0 | -0.01 | -0.02 |
| Beta(%) | NA | 0.82 | 0.81 | 0.01 | 0.01 | 0.01 | NA | 0.03 | 0.0 | 0.54 | 0.55 | 0.73 | 0.58 | 0.39 | 0.68 | 0.73 | 0.9 | 1.0 | 0.98 | 0.66 | 0.39 | 0.41 | 0.26 |
| RS | NA | 0.77 | 0.76 | 0.01 | 0.01 | 0.01 | NA | 0.02 | 0.01 | 0.39 | 0.17 | 0.45 | 0.4 | 0.19 | 0.54 | 0.35 | 0.54 | 0.61 | 0.57 | 0.54 | 0.22 | 0.11 | 0.04 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/20/2005
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Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
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