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FSRRX vs. FTIHX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FSRRX vs. FTIHX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Strategic Real Return Fund (FSRRX) and Fidelity Total International Index Fund (FTIHX). The values are adjusted to include any dividend payments, if applicable.

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FSRRX vs. FTIHX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FSRRX
Fidelity Strategic Real Return Fund
5.76%10.45%5.84%4.59%-3.34%15.84%3.74%10.48%-3.99%3.00%
FTIHX
Fidelity Total International Index Fund
-1.15%32.59%4.98%15.49%-16.29%8.45%11.09%21.50%-14.40%25.88%

Returns By Period

In the year-to-date period, FSRRX achieves a 5.76% return, which is significantly higher than FTIHX's -1.15% return.


FSRRX

1D
0.21%
1M
-0.53%
YTD
5.76%
6M
8.09%
1Y
13.17%
3Y*
8.68%
5Y*
6.94%
10Y*
5.75%

FTIHX

1D
-0.12%
1M
-11.11%
YTD
-1.15%
6M
3.36%
1Y
24.13%
3Y*
14.18%
5Y*
6.78%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FSRRX vs. FTIHX - Expense Ratio Comparison

FSRRX has a 0.70% expense ratio, which is higher than FTIHX's 0.06% expense ratio.


Return for Risk

FSRRX vs. FTIHX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FSRRX
FSRRX Risk / Return Rank: 9292
Overall Rank
FSRRX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
FSRRX Sortino Ratio Rank: 9292
Sortino Ratio Rank
FSRRX Omega Ratio Rank: 9393
Omega Ratio Rank
FSRRX Calmar Ratio Rank: 8888
Calmar Ratio Rank
FSRRX Martin Ratio Rank: 9494
Martin Ratio Rank

FTIHX
FTIHX Risk / Return Rank: 7979
Overall Rank
FTIHX Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
FTIHX Sortino Ratio Rank: 7979
Sortino Ratio Rank
FTIHX Omega Ratio Rank: 7878
Omega Ratio Rank
FTIHX Calmar Ratio Rank: 8181
Calmar Ratio Rank
FTIHX Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSRRX vs. FTIHX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund (FSRRX) and Fidelity Total International Index Fund (FTIHX). 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.


FSRRXFTIHXDifference

Sharpe ratio

Return per unit of total volatility

2.14

1.47

+0.67

Sortino ratio

Return per unit of downside risk

2.77

1.97

+0.80

Omega ratio

Gain probability vs. loss probability

1.45

1.30

+0.15

Calmar ratio

Return relative to maximum drawdown

2.32

1.92

+0.39

Martin ratio

Return relative to average drawdown

12.34

7.63

+4.71

FSRRX vs. FTIHX - Sharpe Ratio Comparison

The current FSRRX Sharpe Ratio is 2.14, which is higher than the FTIHX Sharpe Ratio of 1.47. The chart below compares the historical Sharpe Ratios of FSRRX and FTIHX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FSRRXFTIHXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.14

1.47

+0.67

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

1.01

0.45

+0.56

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.86

Sharpe Ratio (All Time)

Calculated using the full available price history

0.58

0.54

+0.04

Correlation

The correlation between FSRRX and FTIHX is 0.62, 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.


Dividends

FSRRX vs. FTIHX - Dividend Comparison

FSRRX's dividend yield for the trailing twelve months is around 4.43%, more than FTIHX's 2.82% yield.


TTM20252024202320222021202020192018201720162015
FSRRX
Fidelity Strategic Real Return Fund
4.43%4.68%4.82%5.29%7.31%5.35%2.25%3.05%9.39%1.57%2.34%1.75%
FTIHX
Fidelity Total International Index Fund
2.82%2.78%2.88%2.78%2.51%2.55%1.62%2.61%2.21%0.45%0.47%0.00%

Drawdowns

FSRRX vs. FTIHX - Drawdown Comparison

The maximum FSRRX drawdown since its inception was -33.42%, smaller than the maximum FTIHX drawdown of -35.75%. Use the drawdown chart below to compare losses from any high point for FSRRX and FTIHX.


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Drawdown Indicators


FSRRXFTIHXDifference

Max Drawdown

Largest peak-to-trough decline

-33.42%

-35.75%

+2.33%

Max Drawdown (1Y)

Largest decline over 1 year

-5.80%

-11.25%

+5.45%

Max Drawdown (5Y)

Largest decline over 5 years

-12.78%

-29.99%

+17.21%

Max Drawdown (10Y)

Largest decline over 10 years

-19.93%

Current Drawdown

Current decline from peak

-0.74%

-11.25%

+10.51%

Average Drawdown

Average peak-to-trough decline

-4.25%

-7.31%

+3.06%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.09%

2.84%

-1.75%

Volatility

FSRRX vs. FTIHX - Volatility Comparison

The current volatility for Fidelity Strategic Real Return Fund (FSRRX) is 1.68%, while Fidelity Total International Index Fund (FTIHX) has a volatility of 7.05%. This indicates that FSRRX experiences smaller price fluctuations and is considered to be less risky than FTIHX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FSRRXFTIHXDifference

Volatility (1M)

Calculated over the trailing 1-month period

1.68%

7.05%

-5.37%

Volatility (6M)

Calculated over the trailing 6-month period

3.87%

10.67%

-6.80%

Volatility (1Y)

Calculated over the trailing 1-year period

6.32%

15.82%

-9.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

6.91%

15.03%

-8.12%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

6.73%

16.00%

-9.27%