Nasdaq - Delayed Quote USD

Fidelity SAI Small-Mid Cap 500 Index (FZFLX)

6.38
-0.02
(-0.31%)
At close: 5:17:36 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.63%
5y Average Return 14.69%
Number of Years Up 7
Number of Years Down 2
Best 1Y Total Return (May 15, 2025) 29.53%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 29.53%
Worst 3Y Total Return 3.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FZFLX
Category
YTD
-7.84%
17.04%
1-Month
-1.84%
-0.01%
3-Month
-11.58%
5.47%
1-Year
2.18%
50.44%
3-Year
4.73%
13.15%
5-Year
12.52%
13.75%
10-Year
0.00%
11.35%
Last Bull Market
19.20%
25.95%
Last Bear Market
-16.78%
-22.55%

Annual Total Return (%) History

Year
FZFLX
Category
2025
--
--
2024
12.32%
--
2023
17.75%
--
2022
-16.73%
--
2021
20.93%
--
2020
19.77%
12.39%
2019
29.53%
26.21%
2018
-9.25%
-11.15%

2017
18.40%
15.93%
2016
14.62%
14.14%
2015
--
-4.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -6.11% -- -- --
2024 8.33% -5.13% 8.48% 0.74%
2023 3.94% 5.23% -4.61% 12.86%
2022 -4.54% -16.78% -3.42% 8.51%
2021 9.53% 6.38% -1.36% 5.21%
2020 -29.06% 27.27% 6.61% 24.43%
2019 16.78% 3.61% -0.44% 7.52%
2018 -0.41% 4.10% 5.56% -17.08%
2017 4.75% 1.81% 4.06% 6.69%
2016 1.93% 3.37% 4.60% 3.99%

2015 2.97% -- -- --

Rank in Category (By Total Return)

YTD 64
1-Month 51
3-Month 67
1-Year 63
3-Year 77
5-Year 61

Load Adjusted Returns

1-Year 2.18%
3-Year 4.73%
5-Year 12.52%
10-Year --

Performance & Risk

YTD Return -0.63%
5y Average Return 14.69%
Rank in Category (ytd) 64
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category Mid-Cap Blend
Fund Family Fidelity Investments
Net Assets 780.4M
YTD Return -7.84%
Yield 1.89%
Morningstar Rating
Inception Date Aug 12, 2015

Fund Summary

Normally, the fund invests at least 80% of assets in securities included in the Russell SMID 500™ Index. It lends securities to earn income for the fund.

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