Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FZOLX (Fidelity SAI Low Duration Income Fund) | 1.06% | 3.92% | 5.02% | 3.59% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZOLX (Fidelity SAI Low Duration Income Fund) | 09/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 3.92 | 5.02 | 3.59 | NA | NA | NA | … | … | 1.06 | 4.83 | 5.59 | 5.71 | 0.97 | -0.01 | 0.13 |
| Sharpe Ratio | NA | 1.27 | 1.44 | 0.91 | NA | NA | NA | … | … | 0.08 | 1.49 | 1.49 | 1.49 | -0.51 | -0.10 | 1.20 |
| Standard Deviation(%) | NA | 1.28 | 1.32 | 1.18 | NA | NA | NA | … | … | 1.18 | 1.31 | 1.32 | 1.39 | 0.91 | 0.38 | 0.32 |
| Draw Down(%) | NA | 0.30 | 0.30 | 0.97 | NA | NA | NA | … | … | 0.30 | 0.20 | 0.10 | 0.30 | 0.80 | 0.18 | 0.10 |
| Yield(%) | 0.00 | 4.72 | 4.78 | 3.47 | 1.75 | 1.16 | 0.87 | … | … | 1.25 | 5.21 | 5.17 | 4.08 | 1.51 | 0.17 | 0.03 |
Data as of 06/04/2026, Common starting date is 09/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZOLX (Fidelity SAI Low Duration Income Fund) |
1.81%
Oct 2020 – Oct 2023 |
3.26%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZOLX (Fidelity SAI Low Duration Income Fund) |
5.42%
Oct 2022 – Oct 2025 |
3.60%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart