Nasdaq - Delayed Quote USD

Fidelity SAI Low Duration Income (FZOLX)

10.11
+0.01
+(0.10%)
As of 8:09:19 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.65%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (May 15, 2025) 5.69%
Worst 1Y Total Return (May 15, 2025) --
Best 3Y Total Return 5.69%
Worst 3Y Total Return 2.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FZOLX
Category
YTD
1.58%
0.23%
1-Month
0.34%
0.00%
3-Month
1.13%
0.13%
1-Year
5.51%
0.98%
3-Year
4.69%
1.85%
5-Year
0.00%
1.66%
10-Year
0.00%
1.19%
Last Bull Market
3.49%
1.14%
Last Bear Market
-0.23%
-0.10%

Annual Total Return (%) History

Year
FZOLX
Category
2025
--
--
2024
5.56%
--
2023
5.69%
--
2022
0.74%
--
2021
-0.01%
--
2020
--
1.34%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.24% -- -- --
2024 1.28% 1.30% 1.81% 1.06%
2023 1.24% 1.14% 1.52% 1.68%
2022 -0.53% -0.23% 0.48% 1.02%
2021 -0.07% 0.14% 0.04% -0.13%
2020 0.13% -- -- --

Rank in Category (By Total Return)

YTD 30
1-Month 51
3-Month 33
1-Year 44
3-Year 43
5-Year --

Load Adjusted Returns

1-Year 5.51%
3-Year 4.69%
5-Year --
10-Year --

Performance & Risk

YTD Return 1.65%
5y Average Return 0.00%
Rank in Category (ytd) 30
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.04
Morningstar Risk Rating

Fund Overview

Category Ultrashort Bond
Fund Family Fidelity Investments
Net Assets 7.76B
YTD Return 1.58%
Yield 5.05%
Morningstar Rating
Inception Date Sep 15, 2020

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. It normally maintains a duration of 1 year or less.

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