NasdaqGM - Delayed Quote USD

Fidelity Series Investment Grad (0P0001DGRT)

8.76 -0.05 (-0.57%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -1.29%
5y Average Return 0.06%
Number of Years Up 3
Number of Years Down 2
Best 1Y Total Return (Apr 4, 2024) 6.68%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 6.68%
Worst 3Y Total Return -2.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001DGRT
Category
YTD
-0.89%
-1.22%
1-Month
0.95%
0.67%
3-Month
-0.89%
1.77%
1-Year
2.08%
0.77%
3-Year
-2.49%
5.26%
5-Year
0.09%
3.02%
10-Year
0.00%
3.31%
Last Bull Market
0.34%
3.52%
Last Bear Market
-4.03%
3.25%

Annual Total Return (%) History

Year
0P0001DGRT
Category
2024
--
--
2023
5.65%
--
2022
-11.78%
--
2021
-0.81%
--
2020
5.24%
7.52%
2019
6.68%
8.06%
2018
--
-0.50%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.89% -- -- --
2023 2.58% -0.51% -3.76% 7.57%
2022 -5.17% -4.03% -5.12% 2.16%
2021 -1.17% 0.54% 0.32% -0.49%
2020 3.00% 1.16% 0.72% 0.28%
2019 2.44% 2.34% 1.28% 0.48%
2018 1.99% -- -- --

Rank in Category (By Total Return)

YTD 88
1-Month 29
3-Month 88
1-Year 44
3-Year 46
5-Year 76

Load Adjusted Returns

1-Year 2.08%
3-Year -2.49%
5-Year 0.09%
10-Year --

Performance & Risk

YTD Return -1.29%
5y Average Return 0.06%
Rank in Category (ytd) 88
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Fidelity Investments
Net Assets 543.28M
YTD Return -0.89%
Yield 4.02%
Morningstar Rating
Inception Date Aug 17, 2018

Fund Summary

The fund normally invests at least 80% of assets in investment-grade securitized debt securities (those of medium and high quality) and repurchase agreements for those securities. It invests in securitized debt securities (including mortgage-backed securities, commercial mortgage-backed securities, and other asset-backed securities) issued by the U.S. government and its agencies or instrumentalities, foreign governments, and corporations.

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