Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSRRX (FIDELITY STRATEGIC REAL RETURN FUND FIDELITY STRATEGIC REAL RETURN FUND) | 3.91% | 5.16% | 5.10% | 7.20% | 3.99% | 3.96% | NA | 3.50% |
Data as of 07/18/2025, AR inception is 09/19/2005
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSRRX (FIDELITY STRATEGIC REAL RETURN FUND FIDELITY STRATEGIC REAL RETURN FUND) | 09/19/2005 | 07/18/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 5.16 | 5.10 | 7.20 | 3.99 | 3.96 | NA | 3.50 | 3.91 | 5.84 | 4.59 | -3.34 | 15.84 | 3.74 | 10.48 | -4.01 | 2.49 | 8.58 | -7.43 | 1.13 | -2.25 | 8.29 | 1.68 | 13.94 | 28.41 | -23.35 | 3.76 | 4.89 | -0.89 |
| Sharpe Ratio | NA | 0.32 | 0.25 | 0.73 | 0.37 | NA | NA | 0.31 | 0.61 | -0.15 | 0.05 | -0.47 | 2.87 | 0.28 | 2.52 | -1.21 | 0.53 | 1.70 | -1.52 | 0.34 | -0.53 | 1.88 | 0.23 | 1.96 | 2.38 | -2.01 | 0.16 | 0.31 | -0.97 |
| Standard Deviation(%) | NA | 6.19 | 6.87 | 6.96 | 6.81 | NA | NA | 7.01 | 7.06 | 5.02 | 6.49 | 10.13 | 5.51 | 12.44 | 3.60 | 4.41 | 3.50 | 4.92 | 4.90 | 3.26 | 4.33 | 4.41 | 7.07 | 7.08 | 11.87 | 12.05 | 4.66 | 5.20 | 5.80 |
| Draw Down(%) | NA | 5.80 | 8.85 | 12.78 | 19.93 | NA | NA | 33.42 | 5.80 | 2.97 | 5.09 | 12.78 | 3.19 | 19.93 | 1.31 | 5.96 | 3.18 | 3.04 | 9.61 | 5.45 | 5.69 | 3.15 | 8.03 | 4.93 | 8.83 | 32.36 | 5.01 | 2.91 | 2.36 |
| Yield(%) | 0.00 | 3.54 | 5.33 | 5.47 | 4.21 | 4.06 | 3.60 | 3.79 | 0.69 | 4.86 | 5.28 | 6.59 | 5.88 | 2.27 | 3.27 | 8.27 | 2.66 | 2.50 | 1.59 | 2.50 | 2.83 | 3.41 | 5.50 | 1.31 | 4.13 | 8.65 | 5.32 | 3.32 | 0.00 |
Data as of 07/18/2025, AR inception is 09/19/2005
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRRX (FIDELITY STRATEGIC REAL RETURN FUND FIDELITY STRATEGIC REAL RETURN FUND) |
-7.24%
Feb 2006 - Feb 2009 |
-1.36%
Mar 2015 - Mar 2020 |
1.31%
Mar 2010 - Mar 2020 |
2.36%
Oct 2005 - Oct 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSRRX (FIDELITY STRATEGIC REAL RETURN FUND FIDELITY STRATEGIC REAL RETURN FUND) |
17.42%
Feb 2009 - Feb 2012 |
11.42%
Feb 2009 - Feb 2014 |
5.71%
Feb 2009 - Feb 2019 |
5.43%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart