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Fidelity Strategic Real Return Fund: (MF: FSRRX)

(NASDAQ Mutual Funds) As of Jul 18, 2025 08:00 PM ET

$8.68 USD

+0.01 (0.12%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 4.17 18
3 months 0.93 93
6 months 4.17 18
1 Year 6.58 43
3 Year 5.16 31
5 Year 7.55 2
10 Year 4.11 9

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -27.62
Bull Market (2/09 - 3/21) 149.62

Load Adjusted Returns as of Jun 30, 2025

1 Year 6.58
5 Year 7.54
10 Year 4.12
Since Inception 0.03

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 3.21 0.93 NA NA
2024 1.92 1.51 3.79 -1.43
2023 0.71 0.11 0.42 3.28
2022 4.60 -8.34 -2.95 3.90
2021 3.53 6.14 1.98 3.34
2020 -14.54 8.94 4.48 6.64

Annual Return

20252024202320222021202020192018201720162015
% Total Return 4.175.854.58-3.3215.813.7310.48-4.064.079.08-7.43
% Total Return Rel to Index 0.154.58-0.939.6917.35-3.761.75-4.070.536.42-8.00
% Total Return Rel to Peer 0.701.46-2.586.8215.75-3.292.23-3.150.475.56-6.45
% Perf Quintile vs Peer* 0.000.005.002.001.004.002.005.002.001.005.00
% Dividends 0.050.400.440.610.490.190.250.310.220.180.13
% Yield 0.644.644.697.055.162.162.943.632.392.061.56
Capital Gains ($) 0.000.000.000.000.000.000.000.420.010.010.01
Expense Ratio 0.700.700.700.710.750.750.830.810.810.800.79

* 1 = Top 20%, 5 = Bottom 20%