Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPHIX (FIDELITY HIGH INCOME FUND FIDELITY HIGH INCOME FUND) | 3.40% | 9.76% | 8.38% | 4.52% | 4.29% | 5.43% | 5.80% | 7.35% |
Data as of 06/20/2025, AR inception is 08/30/1990
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPHIX (FIDELITY HIGH INCOME FUND FIDELITY HIGH INCOME FUND) | 08/30/1990 | 06/20/2025 |
| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.13 | 9.76 | 8.38 | 4.52 | 4.29 | 5.43 | 5.80 | 7.35 | 3.40 | 9.56 | 11.02 | -11.99 | 4.25 | 2.45 | 14.24 | -2.44 | 8.12 | 15.96 | -5.39 | 1.54 | 6.69 | 14.91 | 3.42 | 13.94 | 51.46 | -24.35 | 2.78 | 10.76 | 2.90 | 8.51 | 29.26 | -0.41 | -3.45 | -14.20 | 8.90 | 3.40 | 16.14 | 14.16 | 16.93 | 2.52 | 14.42 | 17.74 | 30.47 | -0.55 |
| Sharpe Ratio | NA | 1.64 | 0.95 | 0.47 | 0.48 | NA | NA | 0.97 | 0.92 | 1.76 | 1.32 | -1.61 | 1.47 | 0.18 | 3.82 | -1.01 | 2.65 | 2.70 | -1.19 | 0.41 | 1.96 | 4.48 | 0.49 | 2.77 | 7.30 | -2.52 | -0.10 | 2.73 | 0.20 | 2.42 | 7.12 | -0.25 | -0.78 | -2.97 | 1.18 | -0.01 | 3.06 | 2.87 | 3.44 | -0.15 | 2.14 | 3.08 | 4.78 | -1.36 |
| Standard Deviation(%) | NA | 3.98 | 5.45 | 5.34 | 6.03 | NA | NA | 5.49 | 4.77 | 3.37 | 5.63 | 8.37 | 2.87 | 12.08 | 3.34 | 3.79 | 2.83 | 5.83 | 4.55 | 3.75 | 3.40 | 3.34 | 6.89 | 5.01 | 7.04 | 10.01 | 3.77 | 2.70 | 3.15 | 3.11 | 4.01 | 6.23 | 7.71 | 6.20 | 4.68 | 6.26 | 4.05 | 3.63 | 3.76 | 3.74 | 5.69 | 4.90 | 5.53 | 5.03 |
| Draw Down(%) | NA | 4.15 | 8.96 | 15.77 | 22.44 | NA | NA | 31.37 | 4.15 | 2.08 | 4.60 | 15.77 | 2.40 | 22.44 | 1.25 | 6.70 | 2.24 | 5.56 | 10.31 | 5.91 | 5.78 | 3.48 | 10.23 | 5.78 | 7.94 | 31.37 | 5.88 | 1.70 | 5.11 | 4.82 | 3.28 | 11.39 | 18.78 | 17.79 | 4.70 | 15.08 | 3.30 | 1.56 | 2.17 | 5.08 | 4.65 | 3.04 | 3.72 | 6.66 |
| Yield(%) | 0.00 | 6.37 | 5.91 | 5.07 | 4.99 | 5.81 | 5.95 | 7.68 | 2.45 | 6.30 | 5.67 | 4.33 | 4.72 | 4.59 | 5.54 | 5.52 | 5.12 | 6.00 | 5.60 | 6.63 | 6.17 | 6.42 | 6.71 | 7.75 | 9.54 | 6.74 | 7.70 | 7.18 | 6.16 | 6.50 | 10.66 | 6.03 | 10.71 | 7.74 | 9.66 | 10.54 | 11.57 | 10.79 | 9.81 | 8.20 | 9.69 | 11.44 | 13.69 | 4.28 |
Data as of 06/20/2025, AR inception is 08/30/1990
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPHIX (FIDELITY HIGH INCOME FUND FIDELITY HIGH INCOME FUND) |
-8.80%
Jul 1999 - Jul 2002 |
-2.47%
Sep 1997 - Sep 2002 |
0.66%
Nov 1998 - Nov 2008 |
3.61%
Nov 1993 - Nov 2008 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPHIX (FIDELITY HIGH INCOME FUND FIDELITY HIGH INCOME FUND) |
23.08%
Oct 1990 - Oct 1993 |
17.80%
Nov 2008 - Nov 2013 |
11.73%
Sep 1990 - Sep 2000 |
9.41%
Oct 1990 - Oct 2005 |
Annualized Rolling Returns Comparison Chart