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Fidelity Sai Sustainable U.s. Equity Fund: (MF: FIDEX)
(NASDAQ Mutual Funds) As of May 15, 2025 08:00 PM ET
$12.67 USD
-0.02 (-0.16%)
Zacks MF Rank
NA
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -8.49 | 79 |
| 3 months | -10.83 | 71 |
| 6 months | -6.05 | 81 |
| 1 Year | 3.39 | 75 |
| 3 Year | 9.16 | 49 |
| 5 Year | NA | NA |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -2.21 |
| 5 Year | NA |
| 10 Year | NA |
| Since Inception | 9.05 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -9.42 | NA | NA | NA |
| 2024 | 11.87 | 0.98 | 6.35 | 0.52 |
| 2023 | 8.59 | 7.70 | -4.81 | 12.27 |
| 2022 | NA | NA | -5.34 | 9.82 |
Annual Return
| 2025 | 2024 | 2023 | |
|---|---|---|---|
| % Total Return | -8.49 | 20.78 | 24.98 |
| % Total Return Rel to Index | -3.57 | -4.23 | -1.25 |
| % Total Return Rel to Peer | -3.02 | 1.39 | 1.98 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 |
| % Dividends | 0.00 | 0.06 | 0.05 |
| % Yield | 0.00 | 0.49 | 0.58 |
| Capital Gains ($) | 0.01 | 0.10 | 0.00 |
| Expense Ratio | 0.00 | 0.55 | 0.59 |
* 1 = Top 20%, 5 = Bottom 20%