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Nasdaq - Delayed Quote USD

Strategic Advisers Fidelity Core Inc (FIWGX)

9.22
+0.04
+(0.44%)
At close: 8:03:47 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.23%
5y Average Return 1.19%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Apr 1, 2025) 10.00%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 10.00%
Worst 3Y Total Return -2.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIWGX
Category
YTD
2.99%
-0.61%
1-Month
2.30%
0.77%
3-Month
1.25%
1.99%
1-Year
6.60%
3.06%
3-Year
0.14%
5.69%
5-Year
0.67%
3.75%
10-Year
0.00%
3.84%
Last Bull Market
6.93%
4.61%
Last Bear Market
-5.51%
1.87%

Annual Total Return (%) History

Year
FIWGX
Category
2024
2.13%
--
2023
6.47%
--
2022
-13.09%
--
2021
-0.07%
--
2020
10.00%
8.06%
2019
9.38%
8.94%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.34% 0.28% 5.26% -2.91%
2023 3.22% -0.52% -3.16% 7.07%
2022 -5.45% -5.51% -4.51% 1.88%
2021 -2.77% 2.26% 0.24% 0.26%
2020 1.19% 5.16% 1.56% 1.79%
2019 3.66% 3.07% 2.05% 0.31%

Rank in Category (By Total Return)

YTD 21
1-Month 18
3-Month 36
1-Year 42
3-Year 45
5-Year 24

Load Adjusted Returns

1-Year 6.60%
3-Year 0.14%
5-Year 0.67%
10-Year --

Performance & Risk

YTD Return 3.23%
5y Average Return 1.19%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Intermediate Core-Plus Bond
Fund Family Fidelity Investments
Net Assets 71.98B
YTD Return 2.99%
Yield 4.26%
Morningstar Rating
Inception Date Oct 16, 2018

Fund Summary

Normally the fund invests primarily in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It invests up to 30% of assets in high yield debt securities (also referred to as junk bonds) and emerging market debt securities. The advisor engage in transactions that have a leveraging effect on the fund, including investments in derivatives - such as swaps (interest rate, total return, and credit default) and futures contracts - and forward-settling securities, to adjust the fund's risk exposure.

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