Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBSDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS B) | NA | 4.38% | 7.09% | 8.76% | 5.05% | NA | NA | … | … |
Data as of 06/27/2016, Common starting date is 01/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBSDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS B) | 01/07/2004 | 06/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.11 | 4.38 | 7.09 | 8.76 | 5.05 | NA | NA | … | … | 4.57 | -7.05 | 4.43 | 14.03 | 11.76 | 4.48 | 10.64 | 33.29 | -42.99 | -3.55 | 6.94 | 6.60 | 10.94 |
| Sharpe Ratio | NA | -0.09 | 0.19 | 0.43 | 0.05 | NA | NA | … | … | 0.85 | -0.62 | 0.45 | 1.69 | 1.46 | 0.27 | 0.61 | 1.11 | -1.14 | -0.47 | 0.35 | 0.49 | 1.09 |
| Standard Deviation(%) | NA | 12.51 | 10.36 | 11.58 | 19.28 | NA | NA | … | … | 11.14 | 11.41 | 9.72 | 8.27 | 8.09 | 16.49 | 17.29 | 29.84 | 38.31 | 14.05 | 10.49 | 9.07 | 9.36 |
| Draw Down(%) | NA | 12.48 | 18.53 | 18.53 | 62.21 | NA | NA | … | … | 7.00 | 11.17 | 8.59 | 6.85 | 5.47 | 14.59 | 15.28 | 27.33 | 53.35 | 12.10 | 8.01 | 6.45 | 8.25 |
| Yield(%) | 0.00 | 3.72 | 5.17 | 4.37 | 3.57 | 3.05 | 2.29 | … | … | 0.51 | 4.84 | 7.47 | 2.34 | 1.63 | 1.60 | 1.46 | 2.34 | 1.59 | 5.54 | 5.64 | 1.96 | 0.88 |
Data as of 06/27/2016, Common starting date is 01/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS B) |
-19.11%
Feb 2006 – Feb 2009 |
-8.21%
Feb 2004 – Feb 2009 |
3.89%
Jan 2006 – Jan 2016 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBSDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS B) |
27.76%
Feb 2009 – Feb 2012 |
21.54%
Feb 2009 – Feb 2014 |
6.64%
Aug 2004 – Aug 2014 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart