Fidelity SAI U.S. Low Volatility Index Fund (FSUVX)
The fund normally invests at least 80% of assets in U.S. equity securities included in the Fidelity U.S. Low Volatility Focus Index?, which represents the performance of a broad range of U.S. equities that in the aggregate have lower volatility relative to the broader U.S. equity market.
Fund Info
US31635V8853
31635V885
May 29, 2015
$0
Large-Cap
Blend
Expense Ratio
FSUVX has an expense ratio of 0.11%, which is considered low.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) returned 2.98% year-to-date (YTD) and 13.00% over the past 12 months.
FSUVX
2.98%
2.98%
-2.23%
13.00%
9.38%
10.74%
N/A
^GSPC (Benchmark)
0.52%
6.32%
-1.44%
12.25%
12.45%
14.20%
10.84%
Monthly Returns
The table below presents the monthly returns of FSUVX, 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 | 2.33% | 2.32% | -2.18% | -1.78% | 2.36% | 2.98% | |||||||
| 2024 | 2.41% | 3.14% | 2.54% | -4.11% | 3.76% | 2.58% | 2.52% | 4.02% | 1.95% | -1.60% | 4.48% | -5.35% | 16.96% |
| 2023 | 2.18% | -3.19% | 3.97% | 2.70% | -2.35% | 5.21% | 1.00% | -0.61% | -4.05% | 0.52% | 7.36% | 1.76% | 14.80% |
| 2022 | -5.28% | -3.11% | 4.51% | -4.69% | 0.17% | -4.80% | 5.52% | -4.16% | -7.86% | 8.34% | 5.17% | -5.63% | -12.66% |
| 2021 | -3.09% | 0.88% | 5.15% | 4.60% | 0.28% | 1.57% | 3.98% | 1.81% | -5.12% | 6.12% | -2.13% | 4.39% | 19.26% |
| 2020 | 0.79% | -8.28% | -10.80% | 10.84% | 3.95% | -0.48% | 4.17% | 5.07% | -1.71% | -3.94% | 9.08% | 3.09% | 9.86% |
| 2019 | 6.59% | 4.20% | 2.78% | 3.21% | -2.96% | 5.67% | 1.38% | 0.68% | 0.94% | 0.93% | 2.31% | -0.04% | 28.49% |
| 2018 | 3.52% | -4.17% | -0.32% | 0.08% | 1.13% | 1.68% | 3.30% | 3.12% | 1.18% | -4.01% | 3.72% | -8.09% | 0.35% |
| 2017 | 1.28% | 4.51% | 0.09% | 1.47% | 2.04% | -0.42% | 2.01% | 0.82% | 0.57% | 1.86% | 3.17% | -2.67% | 15.55% |
| 2016 | -1.38% | 1.10% | 5.95% | -0.47% | 1.60% | 4.53% | 1.50% | -1.92% | -0.62% | -2.77% | 0.55% | 2.42% | 10.62% |
| 2015 | -2.10% | 3.99% | -4.53% | -0.62% | 6.02% | -0.20% | 0.38% | 2.60% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSUVX is 72, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity SAI U.S. Low Volatility Index Fund (FSUVX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity SAI U.S. Low Volatility Index Fund provided a 2.19% dividend yield over the last twelve months, with an annual payout of $0.48 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.48 | $0.48 | $0.32 | $0.68 | $0.68 | $0.22 | $0.96 | $0.33 | $0.50 | $0.24 | $0.12 |
Dividend yield | 2.19% | 2.25% | 1.74% | 4.12% | 3.52% | 1.31% | 6.31% | 2.63% | 4.03% | 2.23% | 1.20% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity SAI U.S. Low Volatility Index 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.48 | $0.48 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.32 | $0.32 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.68 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.22 | $0.22 |
| 2019 | $0.10 | $0.09 | $0.10 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.58 | $0.96 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.33 | $0.33 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.50 | $0.50 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 | $0.24 |
| 2015 | $0.12 | $0.12 |
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 SAI U.S. Low Volatility Index 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 SAI U.S. Low Volatility Index Fund was 32.41%, occurring on Mar 23, 2020. Recovery took 114 trading sessions.
The current Fidelity SAI U.S. Low Volatility Index Fund drawdown is 2.53%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.41% | Feb 18, 2020 | 25 | Mar 23, 2020 | 114 | Sep 2, 2020 | 139 |
| -19.48% | Dec 30, 2021 | 198 | Oct 12, 2022 | 306 | Jan 2, 2024 | 504 |
| -13.67% | Sep 24, 2018 | 64 | Dec 24, 2018 | 40 | Feb 22, 2019 | 104 |
| -11.88% | Dec 5, 2024 | 84 | Apr 8, 2025 | — | — | — |
| -9.58% | Aug 19, 2015 | 5 | Aug 25, 2015 | 87 | Dec 29, 2015 | 92 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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