Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FTSDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS T) | 11.88% | 22.32% | 14.36% | 6.18% | 8.14% | 8.51% | 6.79% | … | … |
Data as of 06/03/2026, Common starting date is 01/07/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FTSDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS T) | 01/07/2004 | 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 | 22.32 | 14.36 | 6.18 | 8.14 | 8.51 | 6.79 | … | … | 11.88 | 12.43 | 10.90 | 8.95 | -11.81 | 11.44 | 7.37 | 21.87 | -4.88 | 11.66 | 12.07 | -1.67 | 12.73 | 17.16 | 14.13 | 6.76 | 12.68 | 37.17 | -41.54 | 2.55 | 13.31 | 9.28 | 12.39 |
| Sharpe Ratio | NA | 2.47 | 1.17 | 0.33 | 0.52 | NA | NA | … | … | 3.03 | 0.81 | 0.87 | 0.57 | -0.88 | 1.03 | 0.27 | 2.62 | -0.57 | 2.40 | 1.26 | -0.16 | 1.75 | 2.11 | 1.77 | 0.41 | 0.73 | 1.25 | -1.11 | -0.04 | 1.08 | 0.78 | 1.24 |
| Standard Deviation(%) | NA | 8.25 | 9.83 | 11.30 | 12.65 | NA | NA | … | … | 9.46 | 11.78 | 8.33 | 9.35 | 15.04 | 11.10 | 26.07 | 7.77 | 10.96 | 4.61 | 9.40 | 10.87 | 7.27 | 8.11 | 8.00 | 16.46 | 17.26 | 29.72 | 38.33 | 13.66 | 9.19 | 8.95 | 9.40 |
| Draw Down(%) | NA | 5.82 | 12.69 | 21.86 | 30.03 | NA | NA | … | … | 5.82 | 11.43 | 5.99 | 9.09 | 17.45 | 5.83 | 30.03 | 3.51 | 12.56 | 1.69 | 6.86 | 10.11 | 5.35 | 6.78 | 5.38 | 14.12 | 15.03 | 27.16 | 52.72 | 10.88 | 7.92 | 6.11 | 8.15 |
| Yield(%) | 0.00 | 7.33 | 6.21 | 3.93 | 5.22 | 6.08 | 4.99 | … | … | 0.00 | 7.82 | 5.04 | 5.41 | 1.83 | 1.91 | 2.28 | 7.15 | 6.72 | 7.19 | 4.81 | 5.43 | 8.19 | 3.04 | 2.29 | 2.23 | 2.05 | 2.93 | 2.06 | 6.10 | 6.28 | 2.55 | 1.27 |
Data as of 06/03/2026, 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 |
|---|---|---|---|---|
| FTSDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS T) |
-18.67%
Feb 2006 – Feb 2009 |
-7.71%
Feb 2004 – Feb 2009 |
4.48%
Jan 2006 – Jan 2016 |
4.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FTSDX (FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY ADVISOR STRATEGIC DIVIDEND & INCOME FUND: CLASS T) |
28.49%
Feb 2009 – Feb 2012 |
22.26%
Feb 2009 – Feb 2014 |
14.44%
Feb 2009 – Feb 2019 |
11.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart