Fidelity SAI Inflation-Focused (FIFGX)

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Fidelity SAI Inflation-Focused (FIFGX) is up 34.1% since the beginning of the year. FIFGX is currently trading at $117 per share. Investors who bought $1,000 worth of FIFGX shares 5 years ago would now be looking at an investment worth $15,931.

Fidelity SAI Inflation-Focused (FIFGX) has returned 34.09% so far this year and 35.01% over the past 12 months.

Based on dividend-adjusted daily data since Dec 20, 2018, FIFGX's average daily return is +0.52%, while the average monthly return is +10.60%. At this rate, an investment would double in approximately 0.6 years.

Historically, 59% of months were positive and 41% were negative. The best month was Sep 2023 with a return of +886.6%, while the worst month was Mar 2020 at -13.1%. The longest winning streak lasted 6 consecutive months, and the longest losing streak was 4 months.

On a daily basis, FIFGX closed higher 52% of trading days. The best single day was Sep 25, 2023 with a return of +905.1%, while the worst single day was Mar 9, 2022 at -6.3%.

Fidelity SAI Inflation-Focused has an annualized alpha of 252.99%, beta of 0.34, and R2 of 0.00 versus S&P 500 Index. Calculated based on daily prices since December 20, 2018.

• This fund captured 46.53% of S&P 500 Index gains and tended to rise during its downturns (downside capture of -266.58%) - a profile typical of hedging or uncorrelated assets.
• Beta of 0.34 may look defensive, but with R2 of 0.00 this fund is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
• R2 of 0.00 means this fund moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FIFGX has an expense ratio of 0.39%, placing it in the medium range.

FIFGX ranks 53 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Fidelity SAI Inflation-Focused provided a 4.06% dividend yield over the last twelve months, with an annual payout of $4.73 per share. The fund has been increasing its distributions for 3 consecutive years.

The table displays the monthly dividend distributions for Fidelity SAI Inflation-Focused. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Fidelity SAI Inflation-Focused. 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 SAI Inflation-Focused was 29.47%, occurring on May 31, 2023. Recovery took 80 trading sessions.

The current Fidelity SAI Inflation-Focused drawdown is 12.17%.

The chart below shows the rolling one-month volatility.