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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

Performance overview

Morningstar return ratingN/A1
Year-to-date return25.49%
5-year average return15.25%
Number of years up4
Number of years down2
Best 1-yr total return (30 June 2024)29.98%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return29.98%
Worst 3-yr total return5.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFUMIXCategory
YTD18.87%12.38%
1-month5.12%5.09%
3-month3.33%10.28%
1-year43.26%41.70%
3-year9.60%22.56%
5-year15.46%21.98%
10-year0.00%15.99%
Last bull market39.05%25.99%
Last bear market-16.82%-17.29%

Annual total return (%) history

Year
FUMIXCategory
2024
N/AN/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/A27.67%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202418.87%N/AN/AN/A
2023-3.38%5.44%-2.10%14.92%
2022-7.48%-16.82%-1.75%11.39%
20210.72%11.79%0.53%8.34%
2020-14.96%23.27%12.20%10.51%
201911.55%4.95%1.38%4.62%
20182.71%4.00%8.94%-15.28%
20174.72%6.75%7.83%N/A

Rank in category (by total return)

YTD6
1-month52
3-month31
1-year3
3-year22
5-year52

Load adjusted returns

1-year43.26%
3-year9.60%
5-year15.46%
10-yearN/A