NasdaqGM - Delayed Quote USD

Fidelity Strategic Real Return (0P0001I415)

8.51 -0.05 (-0.58%)
As of April 5 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.27%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2024) 16.02%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 16.02%
Worst 3Y Total Return 5.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001I415
Category
YTD
1.91%
5.91%
1-Month
2.40%
0.61%
3-Month
1.91%
4.02%
1-Year
6.06%
18.59%
3-Year
5.06%
8.56%
5-Year
5.36%
7.44%
10-Year
3.06%
6.20%
Last Bull Market
20.05%
11.89%
Last Bear Market
-8.22%
-8.23%

Annual Total Return (%) History

Year
0P0001I415
Category
2024
--
--
2023
4.81%
--
2022
-3.12%
--
2021
16.02%
--
2020
3.94%
8.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.91% -- -- --
2023 0.71% 0.14% 0.45% 3.46%
2022 4.60% -8.22% -3.05% 4.08%
2021 3.53% 6.29% 1.89% 3.49%
2020 -14.54% 9.00% 4.63% 6.65%

Rank in Category (By Total Return)

YTD 86
1-Month 15
3-Month 86
1-Year 95
3-Year 3
5-Year 23

Load Adjusted Returns

1-Year 6.06%
3-Year 5.06%
5-Year 5.36%
10-Year 3.06%

Performance & Risk

YTD Return 2.27%
5y Average Return 0.00%
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 1.91%
Yield 5.28%
Morningstar Rating
Inception Date Oct 02, 2018

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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