Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FASDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS A) | 11.94% | 22.55% | 14.63% | 8.07% | 9.56% | 9.56% | 7.61% | … | … |
Data as of 06/03/2026, Common starting date is 01/06/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FASDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS A) | 01/06/2004 | 06/03/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 22.55 | 14.63 | 8.07 | 9.56 | 9.56 | 7.61 | … | … | 11.94 | 12.72 | 11.19 | 9.15 | -10.11 | 18.65 | 11.00 | 22.17 | -4.70 | 11.91 | 12.42 | -1.42 | 13.01 | 17.48 | 14.43 | 6.92 | 12.83 | 37.48 | -41.38 | 2.74 | 13.53 | 9.49 | 12.75 |
| Sharpe Ratio | NA | 2.49 | 1.19 | 0.51 | 0.64 | NA | NA | … | … | 3.04 | 0.84 | 0.91 | 0.59 | -0.77 | 2.01 | 0.41 | 2.64 | -0.56 | 2.44 | 1.29 | -0.13 | 1.80 | 2.13 | 1.84 | 0.42 | 0.74 | 1.26 | -1.10 | -0.03 | 1.11 | 0.81 | 1.28 |
| Standard Deviation(%) | NA | 8.25 | 9.83 | 10.95 | 12.45 | NA | NA | … | … | 9.47 | 11.78 | 8.34 | 9.34 | 14.96 | 9.26 | 25.86 | 7.82 | 10.97 | 4.63 | 9.46 | 10.80 | 7.22 | 8.18 | 7.89 | 16.49 | 17.21 | 29.60 | 38.22 | 13.65 | 9.15 | 8.90 | 9.31 |
| Draw Down(%) | NA | 5.81 | 12.62 | 17.27 | 30.01 | NA | NA | … | … | 5.81 | 11.42 | 5.93 | 9.03 | 17.27 | 4.52 | 30.01 | 3.51 | 12.49 | 1.76 | 6.79 | 10.05 | 5.28 | 6.77 | 5.38 | 14.05 | 15.06 | 27.16 | 52.69 | 10.88 | 7.84 | 6.14 | 8.15 |
| Yield(%) | 0.00 | 7.54 | 6.47 | 5.67 | 6.77 | 7.49 | 5.98 | … | … | 0.00 | 8.10 | 5.31 | 5.66 | 3.44 | 9.12 | 5.71 | 7.43 | 6.97 | 7.43 | 5.07 | 5.68 | 8.45 | 3.33 | 2.58 | 2.48 | 2.09 | 3.18 | 2.27 | 6.38 | 6.49 | 2.76 | 1.42 |
Data as of 06/03/2026, Common starting date is 01/06/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS A) |
-18.51%
Feb 2006 – Feb 2009 |
-7.52%
Feb 2004 – Feb 2009 |
4.71%
Jan 2006 – Jan 2016 |
5.45%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FASDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS A) |
28.74%
Feb 2009 – Feb 2012 |
22.51%
Feb 2009 – Feb 2014 |
14.71%
Feb 2009 – Feb 2019 |
12.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart