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ISIN
US3158074613
CUSIP
315807461
Issuer
Fidelity
Inception Date
Oct 31, 1994
Min. Investment
$0
Distribution Policy
Distributing
Asset Class
Bond

Share Price Chart


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Performance

FADMX Performance Chart

Fidelity Strategic Income Fund (FADMX) is up 3.3% since the beginning of the year. FADMX is currently trading at $12 per share. Investors who bought $1,000 worth of FADMX shares 5 years ago would now be looking at an investment worth $1,175.


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S&P 500 Index

Returns By Period

Fidelity Strategic Income Fund (FADMX) has returned 3.29% so far this year and 9.73% over the past 12 months.


Fidelity Strategic Income Fund

1D
0.16%
1M
0.43%
YTD
3.29%
6M
3.71%
1Y
9.73%
3Y*
8.24%
5Y*
3.28%
10Y*

Benchmark (S&P 500 Index)

1D
-2.64%
1M
0.25%
YTD
7.86%
6M
7.47%
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

FADMX Monthly Returns History

Based on dividend-adjusted daily data since Apr 30, 2018, FADMX's average daily return is +0.02%, while the average monthly return is +0.35%. At this rate, an investment would double in approximately 16.5 years.

Historically, 65% of months were positive and 35% were negative. The best month was Nov 2023 with a return of +4.3%, while the worst month was Mar 2020 at -8.4%. The longest winning streak lasted 11 consecutive months, and the longest losing streak was 6 months.

On a daily basis, FADMX closed higher 46% of trading days. The best single day was Mar 26, 2020 with a return of +2.3%, while the worst single day was Mar 18, 2020 at -3.4%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20260.66%1.11%-1.72%2.24%0.84%0.16%3.29%
20251.11%0.81%-1.11%0.41%1.04%2.04%0.67%1.01%1.33%0.98%0.07%0.32%9.01%
20240.10%0.16%1.43%-1.66%1.61%0.89%1.67%1.19%1.49%-1.09%1.62%-1.47%6.02%
20233.39%-1.73%1.52%0.70%-0.90%0.88%0.99%-0.37%-1.82%-1.19%4.31%3.62%9.55%
2022-1.92%-1.47%-1.33%-3.43%-0.09%-4.34%3.45%-1.81%-4.57%0.70%3.41%-0.77%-11.84%
2021-0.31%0.21%-0.24%1.18%0.38%1.07%0.68%0.52%-0.64%0.29%-0.49%0.80%3.46%

Benchmark Metrics

Fidelity Strategic Income Fund has an annualized alpha of 4.29%, beta of 0.22, and R2 of 0.55 versus S&P 500 Index. Calculated based on daily prices since May 01, 2018.

  • This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (28.91%) than losses (5.66%) - typical of diversified or defensive assets.
  • This fund generated an annualized alpha of 4.29% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.
  • Beta of 0.22 indicates this fund moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.

Alpha
4.29%
Beta
0.22
0.55
Upside Capture
28.91%
Downside Capture
5.66%

Expense Ratio

FADMX has an expense ratio of 0.66%, placing it in the medium range.


Return for Risk

Risk / Return Rank

FADMX ranks 86 for risk / return — in the top 86% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.


FADMX Risk / Return Rank: 8686
Overall Rank
FADMX Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
FADMX Sortino Ratio Rank: 8888
Sortino Ratio Rank
FADMX Omega Ratio Rank: 8686
Omega Ratio Rank
FADMX Calmar Ratio Rank: 8282
Calmar Ratio Rank
FADMX Martin Ratio Rank: 8787
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Strategic Income Fund (FADMX) and compare them to S&P 500 Index.


FADMXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.58

Calmar ratioReturn relative to maximum drawdown

3.70

Martin ratioReturn relative to average drawdown

16.21

Dividends

Dividend History

Fidelity Strategic Income Fund provided a 4.28% dividend yield over the last twelve months, with an annual payout of $0.53 per share.


3.00%3.50%4.00%$0.00$0.10$0.20$0.30$0.40$0.5020182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018
Dividend$0.53$0.52$0.48$0.49$0.32$0.54$0.49$0.54$0.32

Dividend yield

4.28%4.33%4.16%4.31%2.91%4.23%3.82%4.34%2.74%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Strategic Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.04$0.03$0.04$0.04$0.04$0.00$0.19
2025$0.04$0.03$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.10$0.52
2024$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.03$0.04$0.04$0.05$0.48
2023$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.07$0.49
2022$0.03$0.04$0.03$0.03$0.03$0.00$0.00$0.03$0.00$0.04$0.04$0.07$0.32
2021$0.00$0.04$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.25$0.54

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Strategic Income Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Strategic Income Fund was 15.98%, occurring on Oct 21, 2022. Recovery took 444 trading sessions.


Related event

Drawdown

Fall

Recovery

Underwater

Bear market2022
-15.98%Oct 2022
11mo 15d1y 9mo
2y 8moNov 2021 - Jul 2024
COVID crash2020
-15.84%Mar 2020
28d4mo 10d
5mo 8dFeb 2020 - Jul 2020
Rate-hike selloffLate 2018
-3.45%Dec 2018
2mo 22d1mo 8d
4moOct 2018 - Jan 2019
2025 selloff2025
-2.91%Apr 2025
1mo 6d1mo 8d
2mo 14dMar 2025 - May 2025
2026 pullback2026
-2.62%Mar 2026
25d18d
1mo 13dMar 2026 - Apr 2026

Drawdown Indicators


FADMXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-15.98%

-9.10%

-6.88%

Max Drawdown (1Y)

Largest decline over 1 year

-2.62%

Max Drawdown (3Y)

Largest decline over 3 years

-3.99%

Max Drawdown (5Y)

Largest decline over 5 years

-15.98%

Current Drawdown

Current decline from peak

0.00%

-2.97%

+2.97%

Average Drawdown

Average peak-to-trough decline

-3.06%

-1.13%

-1.93%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.60%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

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