FSDIX | FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND

Basic Info 16.54 0.03(0.18%)
May 10

FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND started on 01/07/2004

FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND is classified as asset class LARGE VALUE

FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND expense ratio is 0.68%

FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND rating is

(74%)

FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) Dividend Info

FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) dividend growth in the last 12 months is 37.96%

The trailing 12-month yield of FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND is 5.81%. its dividend history:

Date	Dividend
04/05/2024	0.066
12/26/2023	0.632
10/06/2023	0.104
07/07/2023	0.103
04/05/2023	0.067
12/27/2022	0.402
10/07/2022	0.103
07/01/2022	0.084
04/01/2022	0.061
12/28/2021	1.262
10/01/2021	0.079
07/02/2021	0.073
04/05/2021	0.083
12/29/2020	0.683
10/02/2020	0.094
04/03/2020	0.084
12/27/2019	0.803
10/04/2019	0.083
07/05/2019	0.074
04/05/2019	0.072
12/26/2018	0.788
10/05/2018	0.127
07/06/2018	0.109
04/06/2018	0.078
12/26/2017	0.846
10/06/2017	0.098
07/07/2017	0.1
04/07/2017	0.086
12/27/2016	0.149
10/07/2016	0.082
07/08/2016	0.075
04/08/2016	0.1
01/15/2016	0.011
12/11/2015	0.399
10/02/2015	0.086
07/01/2015	0.093
04/01/2015	0.081
01/16/2015	0.209
12/12/2014	0.832
10/03/2014	0.089
07/03/2014	0.086
04/04/2014	0.118
01/10/2014	0.089
12/13/2013	0.207
10/04/2013	0.1
07/05/2013	0.074
04/05/2013	0.07
12/14/2012	0.088
10/05/2012	0.071
07/06/2012	0.092
04/04/2012	0.065
12/16/2011	0.085
10/07/2011	0.07
07/08/2011	0.087
04/06/2011	0.052
12/17/2010	0.128
10/01/2010	0.055
07/09/2010	0.041
04/26/2010	0.043
12/18/2009	0.061
10/02/2009	0.043
07/10/2009	0.064
04/03/2009	0.086
12/19/2008	0.052
10/03/2008	0.072
07/11/2008	0.082
04/04/2008	0.059
01/11/2008	0.05
12/21/2007	0.644
10/05/2007	0.064
07/06/2007	0.062
04/04/2007	0.039
01/05/2007	0.05
12/15/2006	0.675
10/06/2006	0.06
07/07/2006	0.06
04/07/2006	0.046
12/16/2005	0.189
10/07/2005	0.061
07/01/2005	0.04
04/08/2005	0.055
12/17/2004	0.06
10/08/2004	0.055
06/18/2004	0.045

Dividend Growth History for FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.906	5.91%	39.38%	-
2022	$0.65	3.66%	-56.58%	39.38%
2021	$1.497	9.36%	73.87%	-22.20%
2020	$0.861	5.56%	-16.57%	1.71%
2019	$1.032	7.70%	-6.35%	-3.20%
2018	$1.102	7.21%	-2.48%	-3.84%
2017	$1.13	7.74%	170.98%	-3.62%
2016	$0.417	3.10%	-51.96%	11.72%
2015	$0.868	5.90%	-28.50%	0.54%
2014	$1.214	8.70%	169.18%	-3.20%
2013	$0.451	3.61%	42.72%	7.22%
2012	$0.316	2.84%	7.48%	10.05%
2011	$0.294	2.76%	10.11%	9.83%
2010	$0.267	2.76%	5.12%	9.85%
2009	$0.254	3.50%	-19.37%	9.51%
2008	$0.315	2.52%	-63.33%	7.30%
2007	$0.859	6.62%	2.14%	0.33%
2006	$0.841	6.82%	143.77%	0.44%
2005	$0.345	3.05%	115.63%	5.51%
2004	$0.16	1.56%	-	9.55%

Dividend Growth Chart for FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX)

FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) Historical Returns And Risk Info

From 01/07/2004 to 05/10/2024, the compound annualized total return (dividend reinvested) of FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) is 7.346%. Its cumulative total return (dividend reinvested) is 322.147%.

From 01/07/2004 to 05/10/2024, the Maximum Drawdown of FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) is 58.9%.

From 01/07/2004 to 05/10/2024, the Sharpe Ratio of FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) is 0.39.

From 01/07/2004 to 05/10/2024, the Annualized Standard Deviation of FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) is 15.8%.

From 01/07/2004 to 05/10/2024, the Beta of FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) is 0.78.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	20 Yr	Since 01/07/2004	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008	2007	2006	2005	2004
Annualized Return(%)	1.6	4.6	12.3	3.7	8.4	7.5	10.7	7.7	7.3	9.4	-9.8	19.0	10.8	22.5	-4.3	10.6	9.9	-1.1	13.3	17.8	14.8	7.3	13.5	37.7	-41.2	3.1	14.0	9.8	13.0
Sharpe Ratio	NA	0.64	0.83	0.09	0.41	0.5	NA	NA	0.39	0.56	-0.75	2.04	0.41	2.71	-0.51	2.12	0.99	-0.11	1.84	2.2	1.87	0.44	0.78	1.27	-1.1	0.01	1.16	0.86	1.3
Draw Down(%)	NA	4.7	9.0	17.1	30.0	30.0	NA	NA	58.9	9.0	17.1	4.5	30.0	3.5	12.5	2.6	6.8	9.9	5.3	6.7	5.4	13.9	14.8	27.1	52.6	10.8	7.9	6.0	8.1
Standard Deviation(%)	NA	8.0	8.5	11.3	15.1	12.4	NA	NA	15.8	9.3	15.0	9.3	26.0	7.8	11.0	4.7	9.7	10.9	7.2	8.1	7.9	16.4	17.2	29.7	38.3	13.6	9.2	8.8	9.5
Treynor Ratio	NA	0.06	0.09	0.01	0.09	0.09	NA	NA	0.08	0.07	-0.15	0.29	0.15	0.34	-0.08	0.19	0.14	-0.02	0.21	0.26	0.25	0.11	0.15	0.41	-0.49	0.0	0.12	0.1	0.15
Alpha	NA	-0.03	-0.01	-0.01	0.0	0.0	NA	NA	0.0	0.01	-0.04	0.01	0.03	0.02	-0.01	0.01	0.0	0.0	0.02	-0.01	0.02	0.02	0.0	0.06	-0.06	0.01	-0.02	0.01	0.0
Beta	NA	0.82	0.8	0.75	0.71	0.7	NA	NA	0.78	0.74	0.77	0.65	0.71	0.63	0.67	0.53	0.67	0.68	0.63	0.69	0.6	0.68	0.91	0.92	0.85	0.77	0.91	0.8	0.84
RSquare	NA	0.91	0.92	0.91	0.92	0.91	NA	NA	0.92	0.88	0.93	0.79	0.95	0.85	0.91	0.64	0.84	0.94	0.88	0.91	0.94	0.97	0.95	0.95	0.95	0.91	0.88	0.91	0.89
Yield(%)	N/A	0.4	5.8	5.7	6.6	6.5	10.1	7.0	N/A	5.9	3.6	9.3	5.5	7.6	7.3	7.8	3.1	5.9	8.7	3.6	2.8	2.7	2.8	3.4	2.5	6.5	6.9	3.1	1.6
Dividend Growth(%)	N/A	-92.2	38.0	1.2	7.5	121.3	N/A	N/A	N/A	40.6	-57.0	75.3	-16.7	-8.1	-2.6	171.4	-51.7	-28.7	171.1	45.2	6.9	7.4	8.0	-19.4	-63.5	0.0	142.9	118.8	N/A

Return Calculator for FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX)

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FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) Historical Return Chart

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FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) 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 01/07/2004 to 05/10/2024, the worst annualized return of 3-year rolling returns for FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) is -15.71%.

From 01/07/2004 to 05/10/2024, the worst annualized return of 5-year rolling returns for FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) is -0.19%.

From 01/07/2004 to 05/10/2024, the worst annualized return of 10-year rolling returns for FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) is 5.21%.

From 01/07/2004 to 05/10/2024, the worst annualized return of 20-year rolling returns for FIDELITY STRATEGIC DIVIDEND & INCOME FUND FIDELITY STRATEGIC DIVIDEND & INCOME FUND (FSDIX) is NA.

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