Nasdaq - Delayed Quote USD

Fidelity Strategic Real Return (FSRRX)

8.41 0.00 (0.00%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.65%
5y Average Return 5.01%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 24, 2024) 28.41%
Worst 1Y Total Return (Apr 24, 2024) --
Best 3Y Total Return 28.41%
Worst 3Y Total Return -2.88%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSRRX
Category
YTD
1.92%
5.91%
1-Month
2.41%
0.61%
3-Month
1.92%
4.02%
1-Year
5.84%
18.59%
3-Year
4.85%
8.56%
5-Year
5.18%
7.44%
10-Year
2.96%
6.20%
Last Bull Market
19.72%
11.89%
Last Bear Market
-8.34%
-8.23%

Annual Total Return (%) History

Year
FSRRX
Category
2024
--
--
2023
4.59%
--
2022
-3.33%
--
2021
15.81%
--
2020
3.74%
8.86%
2019
10.48%
14.81%
2018
-4.01%
-5.04%
2017
4.08%
9.86%

2016
9.09%
6.62%
2015
-7.43%
-2.32%
2014
1.13%
4.02%
2013
-2.15%
7.23%
2012
8.18%
9.40%
2011
1.68%
1.70%
2010
13.94%
10.03%
2009
28.41%
20.77%
2008
-23.35%
-18.61%
2007
3.76%
4.53%
2006
4.89%
8.16%
2005
--
2.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.92% -- -- --
2023 0.71% 0.11% 0.43% 3.29%
2022 4.61% -8.34% -2.96% 3.90%
2021 3.53% 6.14% 1.98% 3.34%
2020 -14.54% 8.94% 4.49% 6.64%
2019 6.26% 0.90% 1.39% 1.63%
2018 -0.79% 2.04% -0.02% -5.16%
2017 0.57% -0.22% 1.50% 2.19%
2016 2.55% 5.34% 0.32% 0.66%
2015 0.11% -0.44% -4.23% -3.03%

2014 4.26% 2.38% -4.02% -1.29%
2013 1.87% -4.55% 0.86% -0.22%
2012 3.15% 0.84% 4.51% -0.49%
2011 3.55% -0.38% -5.19% 3.97%
2010 1.76% -1.15% 6.66% 6.20%
2009 -1.31% 13.00% 9.51% 5.15%
2008 2.30% 4.50% -10.21% -20.14%
2007 2.66% -0.73% 1.51% 0.29%
2006 -0.30% 2.32% 0.46% 2.35%
2005 -0.20% -- -- --

Rank in Category (By Total Return)

YTD 86
1-Month 15
3-Month 86
1-Year 95
3-Year 3
5-Year 29

Load Adjusted Returns

1-Year 5.84%
3-Year 4.85%
5-Year 5.18%
10-Year 2.96%

Performance & Risk

YTD Return 1.65%
5y Average Return 5.01%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.62
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Fidelity Investments
Net Assets 501.47M
YTD Return 1.92%
Yield 5.19%
Morningstar Rating
Inception Date Sep 07, 2005

Fund Summary

The fund allocates the assets among four general investment categories: inflation-protected debt securities, floating rate loans, commodity-linked derivative instruments and related investments, and real estate investment trusts (REITs) and other real estate related investments. The manager uses a neutral mix of approximately 25% inflation-protected debt securities, 25% floating rate loans, 30% commodity-linked derivative instruments and related investments, and 20% REITs and other real estate related investments. The fund invests in domestic and foreign issuers.

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