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Strategic Advisers Fidelity Core Inc (FIWGX)
8.93
+0.02
(+0.22%)
As of 8:06:04 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.41% |
|---|---|
| 5y Average Return | 0.28% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 29, 2026) | 10.00% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 10.00% |
| Worst 3Y Total Return | -2.58% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FIWGX
Category
- YTD
- -2.35%
- -0.61%
- 1-Month
- -2.65%
- 0.77%
- 3-Month
- -3.43%
- 1.99%
- 1-Year
- -1.35%
- 3.06%
- 3-Year
- 4.73%
- 5.69%
- 5-Year
- -0.09%
- 3.75%
- 10-Year
- 0.00%
- 3.84%
- Last Bull Market
- 6.45%
- 4.61%
- Last Bear Market
- -5.51%
- 1.87%
Annual Total Return (%) History
Year
FIWGX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
0.20% | 0.92% | -3.43% | -- |
|
2025
|
2.88% | 1.35% | 2.14% | 1.02% |
|
2024
|
-0.34% | 0.28% | 5.26% | -2.91% |
|
2023
|
3.22% | -0.52% | -3.16% | 7.07% |
|
2022
|
-5.45% | -5.51% | -4.51% | 1.88% |
|
2021
|
-2.77% | 2.26% | 0.24% | 0.26% |
|
2020
|
1.19% | 5.16% | 1.56% | 1.79% |
|
2019
|
3.66% | 3.07% | 2.05% | 0.31% |
Rank in Category (By Total Return)
| YTD | 19 |
| 1-Month | 29 |
|---|---|
| 3-Month | 25 |
| 1-Year | 21 |
| 3-Year | 34 |
| 5-Year | 36 |
Load Adjusted Returns
| 1-Year | -1.35% |
| 3-Year | 4.73% |
|---|---|
| 5-Year | -0.09% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -0.41% |
| 5y Average Return | 0.28% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.02 |
| Morningstar Risk Rating |
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Fidelity Investments |
| Net Assets | 91.59B |
| YTD Return | -2.35% |
| Yield | 4.62% |
| Morningstar Rating | |
| Inception Date | Oct 16, 2018 |
Fund Summary
Normally the fund invests primarily in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It invests up to 30% of assets in high yield debt securities (also referred to as junk bonds) and emerging market debt securities. The advisor engage in transactions that have a leveraging effect on the fund, including investments in derivatives - such as swaps (interest rate, total return, and credit default) and futures contracts - and forward-settling securities, to adjust the fund's risk exposure.
