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Strategic Advisers Fidelity Core Income Fund (FIWG...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US31635R3553

CUSIP

31635R355

Issuer

Fidelity

Inception Date

Oct 16, 2018

Min. Investment

$0

Asset Class

Bond

Expense Ratio

FIWGX features an expense ratio of 0.46%, falling within the medium range.


Expense ratio chart for FIWGX: current value at 0.46% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.46%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
FIWGX vs. FCTDX FIWGX vs. FSRIX FIWGX vs. FSELX FIWGX vs. BND FIWGX vs. FBND FIWGX vs. VCIT FIWGX vs. FUAMX FIWGX vs. FAGIX FIWGX vs. SPY FIWGX vs. DGRO
Popular comparisons:
FIWGX vs. FCTDX FIWGX vs. FSRIX FIWGX vs. FSELX FIWGX vs. BND FIWGX vs. FBND FIWGX vs. VCIT FIWGX vs. FUAMX FIWGX vs. FAGIX FIWGX vs. SPY FIWGX vs. DGRO

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Strategic Advisers Fidelity Core Income Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%20.00%40.00%60.00%80.00%100.00%120.00%JulyAugustSeptemberOctoberNovemberDecember
8.60%
111.07%
FIWGX (Strategic Advisers Fidelity Core Income Fund)
Benchmark (^GSPC)

Returns By Period

Strategic Advisers Fidelity Core Income Fund had a return of 2.27% year-to-date (YTD) and 2.49% in the last 12 months.


FIWGX

YTD

2.27%

1M

-0.34%

6M

1.49%

1Y

2.49%

5Y*

-0.20%

10Y*

N/A

^GSPC (Benchmark)

YTD

24.34%

1M

0.23%

6M

8.53%

1Y

24.95%

5Y*

13.01%

10Y*

11.06%

Monthly Returns

The table below presents the monthly returns of FIWGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.39%-1.33%0.67%-2.18%1.72%1.12%2.38%1.20%1.63%-2.31%0.77%2.27%
20233.95%-2.43%2.19%0.33%-0.69%-0.14%0.11%-0.69%-2.91%-1.40%4.81%3.56%6.53%
2022-1.91%-1.18%-2.45%-3.71%0.21%-2.06%2.69%-2.57%-4.55%-1.07%3.59%-0.99%-13.42%
2021-0.57%-1.16%-1.06%1.01%0.25%0.99%1.08%0.06%-0.88%0.14%0.24%-0.17%-0.12%
20202.02%1.41%-2.20%2.37%1.41%1.30%2.01%-0.35%-0.09%-0.45%1.70%-3.47%5.62%
20191.65%0.14%1.83%0.24%1.51%1.29%-0.24%2.14%-0.33%0.32%-0.06%-0.72%8.00%
2018-0.58%0.40%1.24%1.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FIWGX is 22, meaning it’s performing worse than 78% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FIWGX is 2222
Overall Rank
The Sharpe Ratio Rank of FIWGX is 2525
Sharpe Ratio Rank
The Sortino Ratio Rank of FIWGX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of FIWGX is 2121
Omega Ratio Rank
The Calmar Ratio Rank of FIWGX is 2020
Calmar Ratio Rank
The Martin Ratio Rank of FIWGX is 2222
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FIWGX, currently valued at 0.32, compared to the broader market-1.000.001.002.003.004.000.322.10
The chart of Sortino ratio for FIWGX, currently valued at 0.49, compared to the broader market-2.000.002.004.006.008.0010.000.492.80
The chart of Omega ratio for FIWGX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.003.501.061.39
The chart of Calmar ratio for FIWGX, currently valued at 0.13, compared to the broader market0.002.004.006.008.0010.0012.0014.000.133.09
The chart of Martin ratio for FIWGX, currently valued at 1.01, compared to the broader market0.0020.0040.0060.001.0113.49
FIWGX
^GSPC

The current Strategic Advisers Fidelity Core Income Fund Sharpe ratio is 0.32. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Strategic Advisers Fidelity Core Income Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.32
2.10
FIWGX (Strategic Advisers Fidelity Core Income Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Strategic Advisers Fidelity Core Income Fund provided a 4.14% dividend yield over the last twelve months, with an annual payout of $0.37 per share. The fund has been increasing its distributions for 2 consecutive years.


0.50%1.00%1.50%2.00%2.50%3.00%3.50%4.00%$0.00$0.05$0.10$0.15$0.20$0.25$0.30$0.35201820192020202120222023
Dividends
Dividend Yield
PeriodTTM202320222021202020192018
Dividend$0.37$0.35$0.27$0.22$0.27$0.32$0.06

Dividend yield

4.14%3.80%3.01%2.02%2.50%3.01%0.55%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.00$0.34
2023$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.04$0.35
2022$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.03$0.03$0.03$0.04$0.27
2021$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.04$0.22
2020$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.04$0.27
2019$0.03$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.02$0.02$0.02$0.04$0.32
2018$0.00$0.02$0.03$0.06

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.


-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-9.13%
-2.62%
FIWGX (Strategic Advisers Fidelity Core Income Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Strategic Advisers Fidelity Core 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 Strategic Advisers Fidelity Core Income Fund was 20.11%, occurring on Oct 24, 2022. The portfolio has not yet recovered.

The current Strategic Advisers Fidelity Core Income Fund drawdown is 9.13%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-20.11%Dec 23, 2020462Oct 24, 2022
-8.71%Mar 9, 20209Mar 19, 202051Jun 2, 202060
-1.95%Sep 5, 20197Sep 13, 201915Oct 4, 201922
-1.36%Oct 7, 201925Nov 8, 201951Jan 24, 202076
-1.23%Aug 7, 202054Oct 22, 202020Nov 19, 202074

Volatility

Volatility Chart

The current Strategic Advisers Fidelity Core Income Fund volatility is 1.69%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
1.69%
3.79%
FIWGX (Strategic Advisers Fidelity Core Income Fund)
Benchmark (^GSPC)
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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