Nasdaq - Delayed Quote
USD
Fidelity SAI US Momentum Index (FUMIX)
17.63
-0.35
(-1.95%)
At close: 8:10:16 AM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 22.33% |
|---|---|
| 5y Average Return | 12.84% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 29, 2026) | 33.30% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 33.30% |
| Worst 3Y Total Return | 5.79% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FUMIX
Category
- YTD
- 28.63%
- 0.00%
- 1-Month
- 4.29%
- 0.00%
- 3-Month
- -3.06%
- 0.00%
- 1-Year
- 26.39%
- 0.00%
- 3-Year
- 32.09%
- 0.00%
- 5-Year
- 15.97%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 18.17%
- 0.00%
- Last Bear Market
- -16.82%
- 0.00%
Annual Total Return (%) History
Year
FUMIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-3.26% | 37.15% | -3.06% | -- |
|
2025
|
-2.09% | 15.64% | 5.14% | -1.74% |
|
2024
|
18.87% | 5.31% | 4.23% | 2.15% |
|
2023
|
-3.38% | 5.44% | -2.10% | 14.92% |
|
2022
|
-7.48% | -16.82% | -1.75% | 11.39% |
|
2021
|
0.72% | 11.79% | 0.53% | 8.34% |
|
2020
|
-14.96% | 23.27% | 12.20% | 10.51% |
|
2019
|
11.55% | 4.95% | 1.38% | 4.62% |
|
2018
|
2.71% | 4.00% | 8.94% | -15.28% |
|
2017
|
4.72% | 6.75% | 7.83% | -- |
Rank in Category (By Total Return)
| YTD | 3 |
| 1-Month | 4 |
|---|---|
| 3-Month | 89 |
| 1-Year | 5 |
| 3-Year | 7 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 26.39% |
| 3-Year | 32.09% |
|---|---|
| 5-Year | 15.97% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 22.33% |
| 5y Average Return | 12.84% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Fidelity Investments |
| Net Assets | 5.72B |
| YTD Return | 28.63% |
| Yield | 0.87% |
| Morningstar Rating | |
| Inception Date | Feb 09, 2017 |
Fund Summary
The fund normally invests at least 80% of assets in securities included in the MSCI USA Custom Momentum Composite Index. The MSCI USA Custom Momentum Composite Index is a customized version of the MSCI USA Momentum Index, which is designed to reflect the performance of an equity momentum strategy by emphasizing stocks with relatively higher price momentum. It lends securities to earn income for the fund.
