NasdaqGM - Delayed Quote USD
Fidelity Strategic Real Return (0P0001I415)
As of April 5 at 4:00 PM EDT. Market Open.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 16.02% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001I415 | Category Average | 0P0001I415 | Category Average | 0P0001I415 | Category Average | |
| Alpha | 2.15 | -0.01 | 0.28 | -0.01 | -1.24 | -0 |
| BETA | 0.62 | 0.01 | 0.68 | 0.01 | 0.64 | 0.01 |
| Mean Annual Return | 0.45 | 0.01 | 0.48 | 0.01 | 0.28 | 0.01 |
| R-squared | 70.52 | 0.92 | 73.9 | 0.91 | 69.16 | 0.91 |
| Standard Deviation | 8.99 | 0.1 | 9.64 | 0.08 | 7.65 | 0.07 |
| Sharpe Ratio | 0.27 | 0.01 | 0.37 | 0.01 | 0.24 | 0.01 |
| Treynor Ratio | 3.38 | 0.09 | 4.74 | 0.08 | 2.45 | 0.07 |
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