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ALL ORDS
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Fidelity SAI US Momentum Index (FUMIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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16.80
+0.11
(+0.66%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
25.49%
5-year average return
15.25%
Number of years up
4
Number of years down
2
Best 1-yr total return (30 June 2024)
29.98%
Worst 1-yr total return (30 June 2024)
N/A
Best 3-yr total return
29.98%
Worst 3-yr total return
5.79%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
FUMIX
Category
YTD
18.87%
12.38%
1-month
5.12%
5.09%
3-month
3.33%
10.28%
1-year
43.26%
41.70%
3-year
9.60%
22.56%
5-year
15.46%
21.98%
10-year
0.00%
15.99%
Last bull market
39.05%
25.99%
Last bear market
-16.82%
-17.29%
Annual total return (%) history
Year
FUMIX
Category
2024
N/A
N/A
2023
14.62%
N/A
2022
-15.78%
N/A
2021
22.63%
N/A
2020
29.98%
35.86%
2019
24.16%
31.90%
2018
-1.40%
-2.09%
2017
N/A
27.67%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
18.87%
N/A
N/A
N/A
2023
-3.38%
5.44%
-2.10%
14.92%
2022
-7.48%
-16.82%
-1.75%
11.39%
2021
0.72%
11.79%
0.53%
8.34%
2020
-14.96%
23.27%
12.20%
10.51%
2019
11.55%
4.95%
1.38%
4.62%
2018
2.71%
4.00%
8.94%
-15.28%
2017
4.72%
6.75%
7.83%
N/A
Rank in category (by total return)
YTD
6
1-month
52
3-month
31
1-year
3
3-year
22
5-year
52
Load adjusted returns
1-year
43.26%
3-year
9.60%
5-year
15.46%
10-year
N/A
Data disclaimer
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