Nasdaq - Delayed Quote USD

Fidelity SAI US Value Index (FSWCX)

12.08
+0.34
+(2.90%)
At close: 6:49:17 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.85%
5y Average Return 15.00%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (May 8, 2025) 30.41%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 30.41%
Worst 3Y Total Return 3.27%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSWCX
Category
YTD
-2.54%
4.44%
1-Month
-4.87%
-4.04%
3-Month
-5.41%
4.09%
1-Year
7.79%
14.37%
3-Year
7.73%
6.04%
5-Year
14.47%
9.20%
10-Year
0.00%
8.57%
Last Bull Market
18.05%
22.97%
Last Bear Market
-11.85%
-11.27%

Annual Total Return (%) History

Year
FSWCX
Category
2025
--
--
2024
16.03%
--
2023
12.58%
11.63%
2022
-3.69%
-5.90%
2021
30.41%
26.22%
2020
-4.44%
2.91%
2019
29.09%
25.04%
2018
-10.71%
-8.53%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.45% -- -- --
2024 9.82% -0.51% 6.12% 0.07%
2023 1.23% 2.24% -0.87% 9.73%
2022 4.20% -11.85% -7.02% 12.78%
2021 16.09% 4.45% -1.29% 8.96%
2020 -31.76% 18.54% -0.26% 18.45%
2019 12.56% 1.96% 1.56% 10.75%
2018 -0.10% 0.10% 5.03% -14.98%

Rank in Category (By Total Return)

YTD 65
1-Month 93
3-Month 45
1-Year 48
3-Year 52
5-Year 30

Load Adjusted Returns

1-Year 7.79%
3-Year 7.73%
5-Year 14.47%
10-Year --

Performance & Risk

YTD Return -0.85%
5y Average Return 15.00%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Fidelity Investments
Net Assets 5.16B
YTD Return -2.54%
Yield 2.06%
Morningstar Rating
Inception Date Dec 19, 2017

Fund Summary

The fund normally invests at least 80% of assets in securities included in the Fidelity U.S. Value Focus Index?. The adviser uses statistical sampling techniques based on such factors as capitalization, industry exposures, dividend yield, price/earnings (P/E) ratio, price/book (P/B) ratio, and earnings growth to attempt to replicate the returns of the Fidelity U.S. Value Focus Index?.

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