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Fidelity Series Investment Grade Bond Fund: (MF: FSIGX)
(NASDAQ Mutual Funds) As of May 1, 2024 08:00 PM ET
$9.71 USD
+0.04 (0.41%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Mar 31, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -0.46 | 75 |
| 3 months | -0.46 | 75 |
| 6 months | 6.42 | 37 |
| 1 Year | 2.80 | 68 |
| 3 Year | -1.63 | 60 |
| 5 Year | 1.61 | 41 |
| 10 Year | 2.30 | 24 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 72.30 |
Load Adjusted Returns as of Mar 31, 2024
| 1 Year | 2.79 |
| 5 Year | 1.60 |
| 10 Year | 2.30 |
| Since Inception | 3.89 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | -0.46 | NA | NA | NA |
| 2023 | 3.41 | -0.41 | -3.01 | 6.92 |
| 2022 | -5.57 | -5.15 | -4.29 | 1.91 |
| 2021 | -2.75 | 2.16 | 0.25 | 0.08 |
| 2020 | 0.83 | 5.93 | 1.51 | 1.85 |
| 2019 | 3.59 | 3.04 | 2.26 | 0.51 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -0.46 | 6.79 | -12.64 | -0.31 | 10.45 | 9.72 | -0.16 | 4.16 | 3.93 | -0.16 | 5.84 |
| % Total Return Rel to Index | 0.31 | 1.26 | 0.37 | 1.22 | 2.95 | 1.00 | -0.18 | 0.61 | 1.27 | -0.73 | -0.09 |
| % Total Return Rel to Peer | -1.00 | 0.39 | -3.12 | -0.99 | 4.52 | 1.74 | 0.97 | 0.15 | -1.20 | 1.82 | 3.24 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 3.00 | 3.00 | 1.00 | 2.00 | 3.00 | 3.00 | 3.00 | 3.00 | 1.00 |
| % Dividends | 0.10 | 0.40 | 0.30 | 0.25 | 0.36 | 0.35 | 0.34 | 0.28 | 0.26 | 0.31 | 0.29 |
| % Yield | 0.97 | 3.80 | 2.96 | 2.03 | 2.76 | 2.90 | 3.01 | 2.37 | 2.22 | 2.67 | 2.46 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.47 | 0.00 | 0.00 | 0.01 | 0.11 | 0.08 | 0.01 |
| Expense Ratio | 0.00 | 0.02 | 0.02 | 0.02 | 0.02 | 1.89 | 0.45 | 0.32 | 0.45 | 0.45 | 0.45 |
* 1 = Top 20%, 5 = Bottom 20%