Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSIDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS I) | 12.67% | 23.58% | 15.12% | 6.76% | 8.71% | 9.16% | 7.37% | … | … |
Data as of 06/04/2026, Common starting date is 12/26/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSIDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS I) | 12/26/2003 | 06/04/2026 |
| 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 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.41 | 23.58 | 15.12 | 6.76 | 8.71 | 9.16 | 7.37 | … | … | 12.67 | 12.99 | 11.46 | 9.45 | -11.31 | 11.98 | 7.95 | 22.47 | -4.43 | 12.19 | 12.66 | -1.16 | 13.42 | 17.73 | 14.80 | 7.22 | 13.37 | 37.80 | -41.16 | 3.08 | 13.86 | 9.88 | 14.46 | 1.10 |
| Sharpe Ratio | NA | 2.51 | 1.22 | 0.37 | 0.56 | NA | NA | … | … | 3.03 | 0.86 | 0.94 | 0.62 | -0.85 | 1.08 | 0.29 | 2.68 | -0.53 | 2.57 | 1.32 | -0.11 | 1.84 | 2.17 | 1.86 | 0.44 | 0.77 | 1.26 | -1.10 | -0.01 | 1.15 | 0.86 | 1.46 | 14.79 |
| Standard Deviation(%) | NA | 8.29 | 9.87 | 11.32 | 12.66 | NA | NA | … | … | 9.53 | 11.82 | 8.35 | 9.39 | 15.05 | 11.05 | 26.05 | 7.82 | 11.00 | 4.51 | 9.46 | 10.85 | 7.27 | 8.15 | 8.00 | 16.41 | 17.16 | 29.86 | 38.27 | 13.69 | 9.15 | 8.90 | 9.24 | 10.16 |
| Draw Down(%) | NA | 5.78 | 12.55 | 21.49 | 30.01 | NA | NA | … | … | 5.78 | 11.41 | 5.90 | 8.98 | 17.10 | 5.77 | 30.01 | 3.50 | 12.51 | 1.69 | 6.84 | 9.96 | 5.27 | 6.75 | 5.28 | 13.96 | 14.82 | 27.13 | 52.59 | 10.78 | 7.82 | 6.13 | 8.15 | 0.10 |
| Yield(%) | 0.00 | 7.69 | 6.68 | 4.35 | 5.73 | 6.77 | 5.54 | … | … | 0.00 | 8.32 | 5.55 | 5.90 | 2.27 | 2.44 | 2.76 | 7.70 | 7.20 | 7.71 | 5.33 | 5.90 | 8.70 | 3.60 | 2.86 | 2.78 | 2.62 | 3.52 | 2.52 | 6.64 | 6.80 | 3.05 | 1.58 | 0.00 |
Data as of 06/04/2026, Common starting date is 12/26/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSIDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS I) |
-18.22%
Feb 2006 – Feb 2009 |
-7.22%
Feb 2004 – Feb 2009 |
5.03%
Jan 2006 – Jan 2016 |
5.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSIDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS I) |
29.17%
Feb 2009 – Feb 2012 |
22.89%
Feb 2009 – Feb 2014 |
15.03%
Feb 2009 – Feb 2019 |
12.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart