Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUMIX (FIDELITY SAI U.S. MOMENTUM INDEX FUND FIDELITY SAI U.S. MOMENTUM INDEX FUND) | 26.85% | 34.66% | 32.52% | 16.92% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 02/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUMIX (FIDELITY SAI U.S. MOMENTUM INDEX FUND FIDELITY SAI U.S. MOMENTUM INDEX FUND) | 02/10/2017 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.55 | 34.66 | 32.52 | 16.92 | NA | NA | NA | … | … | 26.85 | 17.01 | 33.39 | 14.67 | -15.79 | 22.56 | 29.92 | 24.16 | -1.40 | 22.34 |
| Sharpe Ratio | NA | 1.77 | 1.54 | 0.72 | NA | NA | NA | … | … | 2.98 | 0.68 | 1.68 | 0.83 | -0.72 | 1.15 | 0.82 | 1.90 | -0.13 | 2.60 |
| Standard Deviation(%) | NA | 17.01 | 18.71 | 19.23 | NA | NA | NA | … | … | 22.04 | 20.95 | 17.68 | 13.47 | 23.95 | 19.53 | 35.89 | 11.96 | 20.74 | 9.57 |
| Draw Down(%) | NA | 10.99 | 19.90 | 27.66 | NA | NA | NA | … | … | 10.99 | 19.90 | 12.37 | 8.54 | 25.89 | 13.97 | 33.36 | 5.00 | 21.30 | 4.52 |
| Yield(%) | 0.00 | 2.86 | 9.64 | 8.60 | 9.96 | 6.64 | 4.98 | … | … | 0.00 | 3.15 | 7.53 | 17.59 | 1.73 | 21.05 | 10.21 | 2.55 | 3.63 | 1.07 |
Data as of 06/04/2026, Common starting date is 02/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUMIX (FIDELITY SAI U.S. MOMENTUM INDEX FUND FIDELITY SAI U.S. MOMENTUM INDEX FUND) |
4.40%
Sep 2020 – Sep 2023 |
7.07%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUMIX (FIDELITY SAI U.S. MOMENTUM INDEX FUND FIDELITY SAI U.S. MOMENTUM INDEX FUND) |
32.52%
May 2023 – May 2026 |
18.75%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart