Fund & Portfolio Comparison

Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Common Inception
FZOMX (Fidelity SAI Short-Term Bond Fund) 0.59% 3.64% 4.79% 2.42% 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
FZOMX (Fidelity SAI Short-Term Bond 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 3.64 4.79 2.42 NA NA NA 0.59 5.52 4.71 5.60 -3.35 -0.65 0.46
Sharpe Ratio NA 0.82 0.78 -0.04 NA NA NA -0.38 1.27 0.51 0.70 -2.12 -0.76 2.05
Standard Deviation(%) NA 2.05 2.15 2.21 NA NA NA 2.08 2.09 2.14 2.80 2.27 0.88 0.73
Draw Down(%) NA 1.23 1.23 5.75 NA NA NA 1.23 0.72 0.92 1.20 4.99 0.87 0.10
Yield(%) 0.00 4.19 4.21 2.86 1.47 0.98 0.73 1.30 4.68 4.30 3.33 0.96 0.47 0.16
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
FZOMX (Fidelity SAI Short-Term Bond Fund) -0.21%
Oct 2020 – Oct 2023
2.24%
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
FZOMX (Fidelity SAI Short-Term Bond Fund) 5.44%
Oct 2022 – Oct 2025
2.49%
Feb 2021 – Feb 2026
0.00%
NA
0.00%
NA
Annualized Rolling Returns Comparison Chart

3-Year Annualized Rolling Return