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Nasdaq - Delayed Quote USD

Fidelity Series Investment Grade Bond (FSIGX)

10.09
-0.01
(-0.10%)
At close: 8:03:51 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.00%
5y Average Return 1.39%
Number of Years Up 11
Number of Years Down 5
Best 1Y Total Return (Mar 31, 2025) 9.91%
Worst 1Y Total Return (Mar 31, 2025) --
Best 3Y Total Return 9.91%
Worst 3Y Total Return -2.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSIGX
Category
YTD
2.93%
-1.22%
1-Month
2.25%
0.67%
3-Month
1.13%
1.77%
1-Year
6.65%
0.77%
3-Year
0.34%
5.26%
5-Year
0.75%
3.02%
10-Year
2.37%
3.31%
Last Bull Market
7.10%
3.52%
Last Bear Market
-5.15%
3.25%

Annual Total Return (%) History

Year
FSIGX
Category
2024
2.15%
--
2023
6.79%
--
2022
-12.65%
--
2021
-0.33%
--
2020
9.91%
7.52%
2019
9.73%
8.06%
2018
-0.18%
-0.50%
2017
4.39%
3.71%

2016
4.35%
3.23%
2015
-0.24%
-0.26%
2014
5.88%
5.18%
2013
-1.97%
-1.42%
2012
5.49%
7.01%
2011
7.75%
5.86%
2010
7.38%
7.72%
2009
11.33%
13.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.46% 0.40% 5.33% -2.96%
2023 3.41% -0.41% -3.00% 6.91%
2022 -5.57% -5.15% -4.29% 1.91%
2021 -2.76% 2.16% 0.25% 0.08%
2020 0.36% 5.94% 1.52% 1.84%
2019 3.61% 3.05% 2.24% 0.52%
2018 -1.36% 0.06% 0.19% 0.95%
2017 1.22% 1.31% 1.28% 0.51%
2016 3.15% 2.67% 1.22% -2.65%
2015 1.66% -1.75% 0.36% -0.49%

2014 2.03% 2.09% 0.04% 1.60%
2013 -0.02% -2.57% 0.64% 0.01%
2012 0.75% 2.31% 2.04% 0.29%
2011 0.52% 2.33% 3.52% 1.20%
2010 2.18% 3.26% 2.76% -0.97%
2009 -0.44% 4.99% 5.40% 1.05%

Rank in Category (By Total Return)

YTD 14
1-Month 28
3-Month 37
1-Year 13
3-Year 16
5-Year 6

Load Adjusted Returns

1-Year 6.65%
3-Year 0.34%
5-Year 0.75%
10-Year 2.37%

Performance & Risk

YTD Return 3.00%
5y Average Return 1.39%
Rank in Category (ytd) 14
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family Fidelity Investments
Net Assets 36.27B
YTD Return 2.93%
Yield 4.30%
Morningstar Rating
Inception Date Oct 08, 2008

Fund Summary

The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. Its manager manages the fund to have similar overall interest rate risk to the Bloomberg U.S. Aggregate Bond Index. The fund allocates assets across different market sectors and maturities. It invests in domestic and foreign issuers.

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