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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Strategic Dividend & 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.
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Returns By Period
Fidelity Strategic Dividend & Income Fund (FSDIX) has returned 3.35% so far this year and 8.54% over the past 12 months. Over the last ten years, FSDIX has returned 8.58% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Fidelity Strategic Dividend & Income Fund
- 1D
- -0.27%
- 1M
- -5.65%
- YTD
- 3.35%
- 6M
- -0.38%
- 1Y
- 8.54%
- 3Y*
- 9.57%
- 5Y*
- 6.48%
- 10Y*
- 8.58%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Dec 24, 2003, FSDIX's average daily return is +0.03%, while the average monthly return is +0.69%. At this rate, your investment would double in approximately 8.4 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2009 with a return of +14.6%, while the worst month was Oct 2008 at -19.7%. The longest winning streak lasted 13 consecutive months, and the longest losing streak was 5 months.
On a daily basis, FSDIX closed higher 52% of trading days. The best single day was Oct 13, 2008 with a return of +7.9%, while the worst single day was Mar 16, 2020 at -9.3%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.92% | 5.41% | -5.65% | 3.35% | |||||||||
| 2025 | 2.56% | 1.16% | -2.23% | -1.50% | 2.63% | 2.27% | 1.26% | 2.21% | 1.83% | 0.77% | 1.36% | -5.63% | 6.52% |
| 2024 | 0.31% | 2.13% | 3.01% | -3.61% | 3.36% | 0.24% | 3.24% | 3.16% | 2.16% | -1.64% | 4.37% | -5.27% | 11.52% |
| 2023 | 4.75% | -2.42% | -0.06% | 0.88% | -2.66% | 4.11% | 2.04% | -1.67% | -3.45% | -2.71% | 6.46% | 4.46% | 9.45% |
| 2022 | -3.32% | -1.46% | 2.54% | -4.27% | -0.54% | -5.53% | 5.13% | -2.89% | -7.16% | 5.91% | 5.45% | -3.07% | -9.84% |
| 2021 | -0.19% | 2.16% | 3.33% | 3.60% | 1.14% | 0.90% | 1.64% | 1.60% | -3.36% | 4.21% | -2.70% | 5.59% | 19.03% |
Benchmark Metrics
Fidelity Strategic Dividend & Income Fund has an annualized alpha of 1.26%, beta of 0.77, and R² of 0.88 versus S&P 500 Index. Calculated based on daily prices since December 26, 2003.
- This fund participated in 83.11% of S&P 500 Index downside but only 82.23% of its upside — more exposed to losses than it benefited from rallies.
- Alpha
- 1.26%
- Beta
- 0.77
- R²
- 0.88
- Upside Capture
- 82.23%
- Downside Capture
- 83.11%
Expense Ratio
FSDIX has an expense ratio of 0.68%, placing it in the medium range.
Return for Risk
Risk / Return Rank
FSDIX ranks 28 for risk / return — below 28% of mutual funds on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Fidelity Strategic Dividend & Income Fund (FSDIX) and compare them to a chosen benchmark (S&P 500 Index).
| FSDIX | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.70 | 0.90 | -0.20 |
Sortino ratioReturn per unit of downside risk | 0.96 | 1.39 | -0.43 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.21 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.40 | -0.55 |
Martin ratioReturn relative to average drawdown | 3.41 | 6.61 | -3.19 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore FSDIX risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Fidelity Strategic Dividend & Income Fund provided a 1.74% dividend yield over the last twelve months, with an annual payout of $0.32 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.32 | $0.32 | $0.89 | $0.91 | $0.65 | $1.50 | $0.92 | $1.03 | $1.10 | $1.00 | $0.72 | $0.87 |
Dividend yield | 1.74% | 1.80% | 5.27% | 5.71% | 4.23% | 8.43% | 5.67% | 6.68% | 8.19% | 6.57% | 4.92% | 6.38% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Strategic Dividend & Income Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.32 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.11 | $0.00 | $0.60 | $0.89 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.10 | $0.00 | $0.63 | $0.91 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.40 | $0.65 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.08 | $0.00 | $1.26 | $1.50 |
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 Dividend & 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 Dividend & Income Fund was 58.92%, occurring on Mar 9, 2009. Recovery took 838 trading sessions.
The current Fidelity Strategic Dividend & Income Fund drawdown is 5.75%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -58.92% | Oct 11, 2007 | 354 | Mar 9, 2009 | 838 | Jul 3, 2012 | 1192 |
| -29.99% | Feb 21, 2020 | 22 | Mar 23, 2020 | 114 | Sep 2, 2020 | 136 |
| -17.08% | Jan 5, 2022 | 194 | Oct 12, 2022 | 337 | Feb 15, 2024 | 531 |
| -12.49% | Dec 2, 2024 | 87 | Apr 8, 2025 | 58 | Jul 2, 2025 | 145 |
| -12.47% | Sep 24, 2018 | 64 | Dec 24, 2018 | 51 | Mar 11, 2019 | 115 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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