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Fidelity High Income Fund: (MF: SPHIX)
(NASDAQ Mutual Funds) As of May 10, 2024 08:00 PM ET
$7.67 USD
0.00 (NA)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.49 | 28 |
| 3 months | 1.01 | 31 |
| 6 months | 9.78 | 11 |
| 1 Year | 8.76 | 42 |
| 3 Year | 0.74 | 69 |
| 5 Year | 2.34 | 79 |
| 10 Year | 3.44 | 41 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 80.33 |
| Bear Market (10/07 - 2/09) | -22.12 |
| Bull Market (2/09 - 3/21) | 206.58 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 10.43 |
| 5 Year | 2.80 |
| 10 Year | 3.55 |
| Since Inception | 7.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 2.33 | NA | NA | NA |
| 2023 | 2.82 | 1.49 | -0.01 | 6.33 |
| 2022 | -4.04 | -10.83 | -0.99 | 3.89 |
| 2021 | -0.01 | 2.68 | 0.90 | 0.59 |
| 2020 | -12.49 | 8.25 | 3.93 | 5.07 |
| 2019 | 7.19 | 2.67 | 1.49 | 2.27 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.49 | 10.96 | -12.00 | 4.22 | 3.45 | 14.24 | -2.44 | 8.57 | 15.97 | -5.40 | 1.53 |
| % Total Return Rel to Index | 0.97 | -2.48 | -0.82 | -1.06 | -3.67 | -0.06 | -0.36 | 1.06 | -1.16 | -0.95 | -0.92 |
| % Total Return Rel to Peer | 0.54 | -0.44 | -3.00 | -0.37 | -1.37 | 2.55 | 0.09 | 3.08 | 4.27 | -1.42 | 1.00 |
| % Perf Quintile vs Peer* | 0.00 | 4.00 | 4.00 | 4.00 | 4.00 | 2.00 | 3.00 | 1.00 | 1.00 | 4.00 | 3.00 |
| % Dividends | 0.14 | 0.41 | 0.37 | 0.41 | 0.48 | 0.45 | 0.49 | 0.48 | 0.47 | 0.49 | 0.49 |
| % Yield | 1.82 | 5.36 | 4.99 | 4.56 | 5.38 | 4.93 | 5.77 | 5.21 | 5.27 | 6.03 | 5.25 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.12 |
| Expense Ratio | 0.00 | 0.64 | 0.70 | 0.69 | 0.69 | 0.70 | 0.70 | 0.72 | 0.73 | 0.72 | 0.72 |
* 1 = Top 20%, 5 = Bottom 20%