FMSDX vs. FSRRX
Compare and contrast key facts about Fidelity Multi-Asset Income Fund (FMSDX) and Fidelity Strategic Real Return Fund (FSRRX).
FMSDX is managed by Fidelity. It was launched on Sep 9, 2015. FSRRX is managed by Fidelity. It was launched on Sep 7, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMSDX or FSRRX.
Correlation
The correlation between FMSDX and FSRRX is 0.59, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FMSDX vs. FSRRX - Performance Comparison
Key characteristics
FMSDX:
0.45
FSRRX:
0.92
FMSDX:
0.69
FSRRX:
1.24
FMSDX:
1.09
FSRRX:
1.18
FMSDX:
0.39
FSRRX:
1.00
FMSDX:
1.48
FSRRX:
4.66
FMSDX:
3.48%
FSRRX:
1.25%
FMSDX:
11.37%
FSRRX:
6.36%
FMSDX:
-21.64%
FSRRX:
-37.85%
FMSDX:
-6.90%
FSRRX:
-1.75%
Returns By Period
In the year-to-date period, FMSDX achieves a -2.36% return, which is significantly lower than FSRRX's 1.64% return.
FMSDX
-2.36%
-1.27%
-1.99%
5.76%
8.43%
N/A
FSRRX
1.64%
-1.30%
0.49%
5.82%
8.20%
3.13%
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FMSDX vs. FSRRX - Expense Ratio Comparison
FMSDX has a 0.78% expense ratio, which is higher than FSRRX's 0.70% expense ratio.
Risk-Adjusted Performance
FMSDX vs. FSRRX — Risk-Adjusted Performance Rank
FMSDX
FSRRX
FMSDX vs. FSRRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Multi-Asset Income Fund (FMSDX) and Fidelity Strategic Real Return Fund (FSRRX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FMSDX vs. FSRRX - Dividend Comparison
FMSDX's dividend yield for the trailing twelve months is around 3.95%, less than FSRRX's 4.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMSDX Fidelity Multi-Asset Income Fund | 3.95% | 3.84% | 4.24% | 3.88% | 2.98% | 3.26% | 2.76% | 1.90% | 0.00% | 0.00% | 0.00% | 0.00% |
FSRRX Fidelity Strategic Real Return Fund | 4.77% | 4.82% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 9.39% | 2.61% | 2.34% | 1.63% | 2.53% |
Drawdowns
FMSDX vs. FSRRX - Drawdown Comparison
The maximum FMSDX drawdown since its inception was -21.64%, smaller than the maximum FSRRX drawdown of -37.85%. Use the drawdown chart below to compare losses from any high point for FMSDX and FSRRX. For additional features, visit the drawdowns tool.
Volatility
FMSDX vs. FSRRX - Volatility Comparison
Fidelity Multi-Asset Income Fund (FMSDX) has a higher volatility of 7.55% compared to Fidelity Strategic Real Return Fund (FSRRX) at 4.39%. This indicates that FMSDX's price experiences larger fluctuations and is considered to be riskier than FSRRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.