Find A Portfolio/Ticker
Comparison Box
FSRRX: Fidelity Strategic Real Return (MUTUAL FUND)
Basic Info 9.44 0(0.0%) August 03
| Asset Class: | Conservative Allocation |
| MyPlanIQ Rating: | (42%) |
| Start Date: | 09/20/2005 |
| Last Dividend Date: | 04/05/2021 |
| 12-Mo. Yield | 0.86% |
| Expenses | 0.76% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/02/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | 0.2 | 11.2 | 18.4 | 6.3 | 4.6 | 2.6 | 3.2 | 3.2 | 2.3 | 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 | 3.82 | 3.4 | 0.69 | 0.56 | 0.37 | NA | 0.35 | 0.17 | 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 | 2.1 | 2.4 | 19.9 | 19.9 | 19.9 | NA | 33.4 | 19.9 | 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 | 5.3 | 5.6 | 8.0 | 6.7 | 5.9 | NA | 6.9 | 12.3 | 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 | 0.3 | 0.27 | 5.61 | 3.46 | 1.47 | NA | 0.88 | 0.02 | 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 | 0.04 | 0.04 | 0.02 | 0.01 | 0.01 | NA | 0.01 | -0.02 | 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 | 0.68 | 0.71 | 0.01 | 0.01 | 0.01 | NA | 0.03 | 0.82 | 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 | 0.38 | 0.47 | 0.01 | 0.01 | 0.01 | NA | 0.02 | 0.76 | 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
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Conservative Allocation Asset Class Trend Rankings |
Top Rated Funds in Conservative Allocation
Best Mutual Funds
- MNMIX (Manning & Napier Pro-Blend Mod Term I) (99%)
- VTMFX (Vanguard Tax-Managed Balanced Adm) (99%)
- CCLAX (Calvert Conservative Allocation A) 0.20% (98%)
- USBLX (USAA Growth and Tax Strategy) (98%)
- TGPCX (TCW Global Conservative Allocation I) (98%)
- GKIRX (Goldman Sachs Balanced IR) 0.36% (97%)
- AOCIX (American Century One Choice Cnsrv Inv) 0.32% (97%)
- FFNIX (Fidelity Advisor Asset Manager 40% I) 0.29% (97%)
- EXBAX (Manning & Napier Pro-Blend Mod Term S) (97%)
- TEBRX (Teberg) (96%)
Best ETFs
- PCEF (PowerShares CEF Income Composite ETF) (95%)
- AOM (iShares Core Moderate Allocation) 0.33% (90%)
- AOK (iShares Core Conservative Allocation) 0.17% (71%)
- IYLD (iShares Morningstar Multi-Asset Income) (31%)
Best Closed End Funds
- MFV (MFS Special Value) (100%)
- CSQ (Calamos Strategic Total Return) 0.05% (100%)
- FT (Franklin Universal) 1.42% (99%)
- FOF (Cohen & Steers Closed-End Opportunity) 0.35% (98%)
- PDT (JHancock Premium Dividend Fund) (91%)
- TPZ (Tortoise Power and Energy Infrastructure) (31%)
Latest Articles Related to FSRRX
comments powered by Disqus
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
Community Comments