FSRRX vs. FMSDX
Compare and contrast key facts about Fidelity Strategic Real Return Fund (FSRRX) and Fidelity Multi-Asset Income Fund (FMSDX).
FSRRX is managed by Fidelity. It was launched on Sep 7, 2005. FMSDX is managed by Fidelity. It was launched on Sep 9, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRRX or FMSDX.
Correlation
The correlation between FSRRX and FMSDX 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
FSRRX vs. FMSDX - Performance Comparison
Loading data...
Key characteristics
FSRRX:
0.78
FMSDX:
0.39
FSRRX:
1.13
FMSDX:
0.65
FSRRX:
1.17
FMSDX:
1.09
FSRRX:
0.90
FMSDX:
0.36
FSRRX:
4.03
FMSDX:
1.30
FSRRX:
1.29%
FMSDX:
3.67%
FSRRX:
6.27%
FMSDX:
11.34%
FSRRX:
-37.85%
FMSDX:
-21.64%
FSRRX:
-1.29%
FMSDX:
-5.46%
Returns By Period
In the year-to-date period, FSRRX achieves a 2.12% return, which is significantly higher than FMSDX's -0.85% return.
FSRRX
2.12%
2.65%
0.85%
4.82%
7.98%
3.22%
FMSDX
-0.85%
4.37%
-2.71%
4.47%
8.62%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSRRX vs. FMSDX - Expense Ratio Comparison
FSRRX has a 0.70% expense ratio, which is lower than FMSDX's 0.78% expense ratio.
Risk-Adjusted Performance
FSRRX vs. FMSDX — Risk-Adjusted Performance Rank
FSRRX
FMSDX
FSRRX vs. FMSDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund (FSRRX) and Fidelity Multi-Asset Income Fund (FMSDX). 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.
Loading data...
Dividends
FSRRX vs. FMSDX - Dividend Comparison
FSRRX's dividend yield for the trailing twelve months is around 4.75%, more than FMSDX's 3.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 4.75% | 4.82% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 3.96% | 2.49% | 2.14% | 1.63% | 2.18% |
FMSDX Fidelity Multi-Asset Income Fund | 3.93% | 3.85% | 4.23% | 4.71% | 3.22% | 3.40% | 2.82% | 3.70% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSRRX vs. FMSDX - Drawdown Comparison
The maximum FSRRX drawdown since its inception was -37.85%, which is greater than FMSDX's maximum drawdown of -21.64%. Use the drawdown chart below to compare losses from any high point for FSRRX and FMSDX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
FSRRX vs. FMSDX - Volatility Comparison
Loading data...