All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2018-08-03? to Fri 2025-08-22 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| FZROX × |
+10.60%
2025-08-22 |
2.443 TR
2025-08-22 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| FSAHX × |
+4.12%
2025-08-22 |
1.532 TR
2025-08-22 |
||||
| Fidelity Short Duration High Income Fund Mutual Fund | ||||||
| FFRHX × |
+2.65%
2025-08-22 |
2.761 TR
2025-08-22 |
||||
| Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund | ||||||
| Fri 2018-08-03? to Fri 2025-08-22 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FZROX × |
+144.28%
+13.50%/yr |
+13.24%/yr
(R2=0.877) |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| FSAHX × |
+33.53%
+4.18%/yr |
+3.47%/yr
(R2=0.787) |
||||
| Fidelity Short Duration High Income Fund Mutual Fund | ||||||
| FFRHX × |
+42.48%
+5.15%/yr |
+5.35%/yr
(R2=0.895) |
||||
| Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund | ||||||
| Fri 2018-08-03? to Fri 2025-08-22 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FZROX × |
$10,000.00
2018-08-03 |
$24,427.80
2025-08-22 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| FSAHX × |
$10,000.00
2018-08-03 |
$13,352.87
2025-08-22 |
||||
| Fidelity Short Duration High Income Fund Mutual Fund | ||||||
| FFRHX × |
$10,000.00
2018-08-03 |
$14,248.08
2025-08-22 |
||||
| Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund | ||||||
| Year | FZROX | FSAHX | FFRHX |
|---|---|---|---|
| 2025 (YTD) | +10.60% | +4.12% | +2.65% |
| 2024 | +23.94% | +8.77% | +9.39% |
| 2023 | +26.20% | +10.22% | +12.51% |
| 2022 | −19.21% | −6.46% | −0.92% |
| 2021 | +25.78% | +3.34% | +5.57% |
| 2020 | +20.51% | +3.99% | +1.70% |
| 2019 | +31.06% | +9.32% | +8.65% |
| 2018 | −12.03% | −1.24% | +0.11% |
| 2017 | — | +4.97% | +3.92% |
| 2016 | — | +10.65% | +9.96% |
| 2015 | — | −3.24% | −1.14% |
| 2014 | — | +0.15% | +0.43% |
| 2013 | — | +0.50% | +3.94% |
| 2012 | — | — | +6.84% |
| 2011 | — | — | +1.74% |
| 2010 | — | — | +7.59% |
| 2009 | — | — | +28.90% |
| 2008 | — | — | −16.26% |
| 2007 | — | — | +2.73% |
| 2006 | — | — | +6.40% |
| 2005 | — | — | +4.25% |
| 2004 | — | — | +4.51% |
| 2003 | — | — | +5.89% |
| 2002 | — | — | +0.63% |
| Fri 2018-08-03? to Fri 2025-08-22 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FZROX × | 0.00% |
−34.96%
2020-03-23 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| FSAHX × | 0.00% |
−16.77%
2020-03-23 |
||||
| Fidelity Short Duration High Income Fund Mutual Fund | ||||||
| FFRHX × | −0.22% |
−22.19%
2020-03-23 |
||||
| Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund | ||||||