NasdaqGM - Delayed Quote USD

Fidelity Health Savings Fund (0P0001IULS)

9.96 -0.01 (-0.10%)
At close: April 5 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.90%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2024) 9.70%
Worst 1Y Total Return (Apr 4, 2024) --
Best 3Y Total Return 9.70%
Worst 3Y Total Return -0.55%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001IULS
Category
YTD
2.61%
5.91%
1-Month
1.63%
0.61%
3-Month
2.61%
4.02%
1-Year
8.07%
18.59%
3-Year
0.66%
8.56%
5-Year
0.00%
7.44%
10-Year
0.00%
6.20%
Last Bull Market
11.97%
11.89%
Last Bear Market
-9.01%
-8.23%

Annual Total Return (%) History

Year
0P0001IULS
Category
2024
--
--
2023
9.70%
--
2022
-14.90%
--
2021
5.36%
--
2020
--
8.86%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.61% -- -- --
2023 4.16% 1.25% -3.51% 7.80%
2022 -5.29% -9.01% -4.62% 3.54%
2021 -1.03% 3.98% 0.17% 2.22%
2020 10.05% 3.21% 5.56% --

Rank in Category (By Total Return)

YTD 70
1-Month 86
3-Month 70
1-Year 80
3-Year 84
5-Year --

Load Adjusted Returns

1-Year 8.07%
3-Year 0.66%
5-Year --
10-Year --

Performance & Risk

YTD Return 1.90%
5y Average Return 0.00%
Rank in Category (ytd) 70
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Fidelity Investments
Net Assets 59.19M
YTD Return 2.61%
Yield 2.85%
Morningstar Rating
Inception Date Mar 02, 2020

Fund Summary

The fund is designed to assist investors in saving for future eligible medical expenses. Investing primarily in a combination of both actively and passively managed Fidelity bond and equity funds and affiliated and unaffiliated exchange-traded funds (collectively, underlying funds). Investing approximately 30% of the fund's assets in underlying equity funds and 70% of the fund's assets in underlying bond funds.

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