Fidelity Series Investment Grade Bond Fund (FSIGX)
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Series Investment Grade Bond Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Fidelity Series Investment Grade Bond Fund (FSIGX) returned 2.25% year-to-date (YTD) and 5.85% over the past 12 months. Over the past 10 years, FSIGX returned 1.85% annually, underperforming the S&P 500 benchmark at 10.45%.
FSIGX
2.25%
0.46%
1.42%
5.85%
-0.05%
1.85%
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
Monthly Returns
The table below presents the monthly returns of FSIGX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.67% | 2.25% | 0.07% | 0.36% | -1.09% | 2.25% | |||||||
| 2024 | 0.39% | -1.46% | 0.61% | -2.11% | 1.82% | 0.71% | 2.76% | 1.19% | 1.69% | -2.45% | 0.90% | -1.40% | 2.52% |
| 2023 | 4.02% | -2.46% | 2.26% | 0.40% | -0.73% | -0.07% | 0.14% | -0.66% | -2.85% | -1.38% | 4.75% | 3.51% | 6.80% |
| 2022 | -1.88% | -1.05% | -2.74% | -3.94% | 0.53% | -1.77% | 2.24% | -2.25% | -4.23% | -1.23% | 3.75% | -0.87% | -12.91% |
| 2021 | -0.47% | -1.11% | -1.20% | 0.87% | 0.34% | 0.95% | 1.20% | -0.17% | -0.77% | 0.09% | 0.26% | -0.34% | -0.39% |
| 2020 | 2.07% | 1.41% | -3.04% | 2.93% | 1.25% | 1.65% | 1.95% | -0.28% | -0.15% | -4.14% | 1.55% | 0.62% | 5.71% |
| 2019 | 1.38% | 0.07% | 2.10% | 0.27% | 1.52% | 1.24% | 0.44% | 2.27% | -0.44% | 0.42% | 0.06% | 0.04% | 9.74% |
| 2018 | -1.00% | -0.95% | 0.36% | -0.35% | 0.51% | -0.09% | 0.30% | 0.61% | -0.49% | -0.95% | 0.48% | 1.44% | -0.15% |
| 2017 | 0.51% | 0.72% | 0.01% | 0.83% | 0.62% | -0.14% | 0.74% | 0.84% | -0.32% | -0.04% | -0.04% | 0.25% | 4.04% |
| 2016 | 0.79% | 0.58% | 1.76% | 1.00% | -0.13% | 1.79% | 1.08% | 0.12% | 0.03% | -1.43% | -2.43% | 0.20% | 3.32% |
| 2015 | 2.15% | -0.93% | 0.46% | -0.40% | -0.34% | -1.02% | 0.66% | -0.50% | 0.21% | 0.41% | -0.05% | -0.92% | -0.31% |
| 2014 | 1.59% | 0.66% | -0.21% | 0.93% | 1.10% | 0.04% | -0.31% | 1.10% | -0.74% | 1.05% | 0.64% | -0.09% | 5.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 78, FSIGX is among the top 22% of 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.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Series Investment Grade Bond Fund (FSIGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Series Investment Grade Bond Fund provided a 4.39% dividend yield over the last twelve months, with an annual payout of $0.44 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.44 | $0.43 | $0.40 | $0.31 | $0.25 | $0.31 | $0.36 | $0.35 | $0.28 | $0.31 | $0.39 | $0.31 |
Dividend yield | 4.39% | 4.38% | 4.00% | 3.16% | 2.17% | 2.58% | 3.09% | 3.20% | 2.52% | 2.78% | 3.50% | 2.68% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Series Investment Grade Bond 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.04 | $0.03 | $0.04 | $0.04 | $0.00 | $0.14 | |||||||
| 2024 | $0.03 | $0.03 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.04 | $0.43 |
| 2023 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.04 | $0.40 |
| 2022 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.31 |
| 2021 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.25 |
| 2020 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.31 |
| 2019 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.36 |
| 2018 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.06 | $0.35 |
| 2017 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.28 |
| 2016 | $0.03 | $0.02 | $0.03 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.04 | $0.31 |
| 2015 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.10 | $0.02 | $0.06 | $0.39 |
| 2014 | $0.03 | $0.02 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.02 | $0.03 | $0.31 |
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Series Investment Grade Bond 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 Series Investment Grade Bond Fund was 19.36%, occurring on Oct 24, 2022. The portfolio has not yet recovered.
The current Fidelity Series Investment Grade Bond Fund drawdown is 5.58%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -19.36% | Aug 7, 2020 | 560 | Oct 24, 2022 | — | — | — |
| -9.03% | Mar 9, 2020 | 9 | Mar 19, 2020 | 54 | Jun 5, 2020 | 63 |
| -5.44% | May 3, 2013 | 87 | Sep 5, 2013 | 168 | May 7, 2014 | 255 |
| -5% | Sep 8, 2016 | 70 | Dec 15, 2016 | 178 | Aug 31, 2017 | 248 |
| -3.41% | Nov 5, 2010 | 25 | Dec 10, 2010 | 97 | May 2, 2011 | 122 |
Volatility
Volatility Chart
The current Fidelity Series Investment Grade Bond Fund volatility is 1.72%, 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.