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Fidelity SAI Low Duration Bond (FZOLX)

9.97 0.00 (0.00%)
At close: 6:13:15 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 2.83%
5y Average Return 3.90%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Oct 29, 2026) 5.69%
Worst 1Y Total Return (Oct 29, 2026) --
Best 3Y Total Return 5.69%
Worst 3Y Total Return 2.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FZOLX
Category
YTD
2.49%
0.00%
1-Month
0.19%
0.00%
3-Month
0.80%
0.00%
1-Year
3.69%
0.00%
3-Year
4.86%
0.00%
5-Year
3.82%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
3.84%
0.00%
Last Bear Market
-0.23%
0.00%

Annual Total Return (%) History

Year
FZOLX
Category
2026
--
--
2025
4.83%
--
2024
5.56%
--
2023
5.69%
--
2022
0.74%
--
2021
-0.01%
--
2020
--
--

Past Quarterly Returns

Year Q1 Q2 Q3 Q4
2026
0.73% 0.94% 0.80% --
2025
1.24% 1.13% 1.21% 1.17%
2024
1.28% 1.28% 1.83% 1.06%
2023
1.24% 1.14% 1.52% 1.68%
2022
-0.53% -0.23% 0.48% 1.02%
2021
-0.07% 0.14% 0.04% -0.13%
2020
0.13% -- -- --

Rank in Category (By Total Return)

YTD 56
1-Month 36
3-Month 44
1-Year 42
3-Year 55
5-Year 44

Load Adjusted Returns

1-Year 3.69%
3-Year 4.86%
5-Year 3.82%
10-Year --

Performance & Risk

YTD Return 2.83%
5y Average Return 3.90%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.05
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Fidelity Investments
Net Assets 3.35B
YTD Return 2.49%
Yield 4.73%
Morningstar Rating
Inception Date Sep 15, 2020

Fund Summary

The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. It normally maintains a duration of 1 year or less.

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