FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX)

Basic Info

FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND started on 11/06/2007
FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND is classified as asset class World Allocation
FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND expense ratio is 1.08%
FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND rating is
Not Rated

FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) Dividend Info

FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) dividend growth in the last 12 months is 484.52%

The trailing 12-month yield of FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND is 15.89%. its dividend history:

DateDividend
04/26/2018 0.691
12/28/2017 0.766
07/07/2017 0.016
12/30/2016 0.01
12/28/2016 0.209
07/15/2016 0.033
12/29/2015 0.127
07/10/2015 0.112
12/29/2014 0.929
07/03/2014 0.266
12/27/2013 0.469
07/05/2013 0.066
12/28/2012 0.173
07/06/2012 0.211
12/29/2011 0.163
07/08/2011 0.303
02/11/2011 0.015
12/30/2010 0.131
02/12/2010 0.02
12/28/2009 0.139
02/13/2009 0.01
12/26/2008 0.147
02/08/2008 0.04

Dividend Growth History for FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2018
2018 $0.691 7.35% -11.64% -
2017 $0.782 9.01% 210.32% -11.64%
2016 $0.252 3.03% 5.44% 65.59%
2015 $0.239 2.76% -80.00% 42.46%
2014 $1.195 12.57% 123.36% -12.80%
2013 $0.535 5.69% 39.32% 5.25%
2012 $0.384 4.38% -20.17% 10.29%
2011 $0.481 5.01% 218.54% 5.31%
2010 $0.151 1.76% 1.34% 20.94%
2009 $0.149 2.19% -20.32% 18.59%
2008 $0.187 1.95% - 13.96%

Dividend Growth Chart for FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX)

FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) Historical Returns And Risk Info

From 11/07/2007 to 04/27/2018, the compound annualized total return (dividend reinvested) of FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) is 4.142%. Its cumulative total return (dividend reinvested) is 52.87%.

From 11/07/2007 to 04/27/2018, the Maximum Drawdown of FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) is 40.9%.

From 11/07/2007 to 04/27/2018, the Sharpe Ratio of FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) is 0.23.

From 11/07/2007 to 04/27/2018, the Annualized Standard Deviation of FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) is 13.0%.

From 11/07/2007 to 04/27/2018, the Beta of FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) is 1.09.

Last 1 Week* 1 Yr 3 Yr 5 Yr 10 Yr Since
11/07/2007		 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007
Annualized Return(%) 0.0 0.0 -0.5 2.1 4.4 4.1 -7.6 17.3 5.9 -0.4 2.8 9.0 12.5 -5.3 15.0 28.7 -28.4 -3.5
Sharpe Ratio NA 0.02 0.27 0.47 0.28 0.23 -1.38 3.61 0.66 -0.05 0.45 1.23 1.95 -0.33 1.19 1.51 -1.22 -1.99
Draw Down(%) NA 12.2 12.2 12.2 40.1 40.9 12.2 2.5 6.5 9.2 5.5 6.6 3.7 17.4 8.9 17.4 39.0 4.4
Standard Deviation(%) NA 10.2 8.9 8.1 13.0 13.0 16.5 4.6 8.6 8.4 6.2 7.3 6.4 16.3 12.5 19.0 23.9 11.9
Treynor Ratio NA 0.0 0.02 0.04 0.03 0.03 -0.24 0.18 0.06 0.0 0.03 0.1 0.18 -0.05 0.13 0.22 -0.26 -0.22
Alpha NA -0.02 0.0 0.0 0.0 0.0 -0.09 0.02 0.01 0.0 0.0 -0.02 0.02 0.0 0.01 0.0 -0.03 -0.07
Beta NA 0.97 0.99 0.96 1.09 1.09 0.96 0.94 0.98 1.01 0.88 0.93 0.71 1.05 1.11 1.33 1.14 1.07
RSquare NA 0.35 0.68 0.75 0.88 0.88 0.31 0.63 0.93 0.95 0.9 0.91 0.87 0.9 0.94 0.94 0.94 0.75
Yield(%) N/A 15.9 7.2 7.6 5.3 N/A 7.3 9.1 3.0 2.8 12.6 5.7 4.3 5.0 1.7 2.2 2.0 0.0
Dividend Growth(%) N/A 484.5 -7.1 181.6 N/A N/A -12.7 216.0 4.2 -80.0 122.2 42.1 -20.8 220.0 0.0 -21.1 N/A N/A

Return Calculator for FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX)

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FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) Historical Return Chart

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FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/07/2007 to 04/27/2018, the worst annualized return of 3-year rolling returns for FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) is -1.1%.
From 11/07/2007 to 04/27/2018, the worst annualized return of 5-year rolling returns for FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) is 2.62%.
From 11/07/2007 to 04/27/2018, the worst annualized return of 10-year rolling returns for FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) is NA.
From 11/07/2007 to 04/27/2018, the worst annualized return of 20-year rolling returns for FIDELITY GLOBAL STRATEGIES FUND FIDELITY GLOBAL STRATEGIES FUND (FDYSX) is NA.

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