NasdaqGM - Delayed Quote • USD
Fidelity Health Savings Fund (0P0001IULS)
At close: April 5 at 4:00 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 9.70% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0001IULS | Category Average | 0P0001IULS | Category Average | 0P0001IULS | Category Average | |
| Alpha | -2.17 | -0.01 | -- | -0.01 | -- | -0 |
| BETA | 0.74 | 0.01 | -- | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.09 | 0.01 | -- | 0.01 | -- | 0.01 |
| R-squared | 95.78 | 0.92 | -- | 0.91 | -- | 0.91 |
| Standard Deviation | 9.34 | 0.1 | -- | 0.08 | -- | 0.07 |
| Sharpe Ratio | -0.2 | 0.01 | -- | 0.01 | -- | 0.01 |
| Treynor Ratio | -3.14 | 0.09 | -- | 0.08 | -- | 0.07 |
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