All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FSDIX real return snapshot: after CPI-U inflation, FSDIX returned +16.17% over the past year and +10.56% YTD, with dividends reinvested. Since Jan. 6, 2004, FSDIX is up +240.98% in real purchasing-power return, or +5.59%/yr, and is currently −0.28% below its real total-return high on Jul. 7, 2026.
Data ending Fri Jul. 24, 2026
| Tue 2004-01-06💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FSDIX × |
+240.98%
+5.59%/yr |
+5.75%/yr
R2=0.866 |
||||
| Fidelity Strategic Dividend & Income Fund Mutual Fund | ||||||
| Tue 2004-01-06💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| FSDIX × |
$10,000.00
2004-01-06 |
$34,098.42
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| FSDIX × | +10.56% | +16.17% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FSDIX × |
−0.28%
on 2026-07-24 from 2026-07-07 peak |
−59.54%
on 2009-03-09 from 2007-10-10 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FSDIX × | +16.17% |
+26.13% +12.31%/yr |
+35.24% +10.59%/yr |
+21.78% +4.02%/yr |
+79.29% +6.01%/yr |
| Year | FSDIX |
|---|---|
| 2026 (YTD) | +10.56% |
| 2025 | +10.08% |
| 2024 | +8.40% |
| 2023 | +5.90% |
| 2022 | −15.32% |
| 2021 | +11.20% |
| 2020 | +9.74% |
| 2019 | +19.76% |
| 2018 | −6.12% |
| 2017 | +9.85% |
| 2016 | +10.46% |
| 2015 | −1.87% |
| 2014 | +12.88% |
| 2013 | +16.09% |
| 2012 | +12.82% |
| 2011 | +4.22% |
| 2010 | +12.46% |
| 2009 | +34.13% |
| 2008 | −41.21% |
| 2007 | −0.65% |
| 2006 | +11.47% |
| 2005 | +6.18% |
| 2004 | +9.81% |
