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Fidelity GNMA (FGMNX)
At close: November 4 at 6:46 PM EST
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 1.40% |
5y Average Return | -0.47% |
Number of Years Up | 34 |
Number of Years Down | 4 |
Best 1Y Total Return (Nov 4, 2024) | 7.91% |
Worst 1Y Total Return (Nov 4, 2024) | -- |
Best 3Y Total Return | 7.91% |
Worst 3Y Total Return | -3.00% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FGMNX
Category
- YTD
- 4.27%
- -1.42%
- 1-Month
- 1.16%
- 0.14%
- 3-Month
- 5.21%
- 0.67%
- 1-Year
- 12.09%
- -1.19%
- 3-Year
- -1.00%
- 3.89%
- 5-Year
- 0.18%
- 1.85%
- 10-Year
- 1.26%
- 2.30%
- Last Bull Market
- 8.48%
- 1.82%
- Last Bear Market
- -4.12%
- 4.98%
Annual Total Return (%) History
Year
FGMNX
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | -1.20% | 0.31% | 5.21% | -- |
2023 | 2.73% | -0.89% | -3.68% | 7.51% |
2022 | -4.40% | -4.12% | -4.97% | 1.86% |
2021 | -0.40% | 0.09% | -0.03% | -0.51% |
2020 | 2.15% | 1.02% | 0.20% | 0.32% |
2019 | 2.18% | 1.80% | 1.03% | 0.59% |
2018 | -1.23% | 0.22% | -0.07% | 1.69% |
2017 | 0.33% | 0.63% | 0.79% | -0.01% |
2016 | 1.63% | 1.06% | 0.54% | -1.57% |
2015 | 0.85% | -0.70% | 1.16% | -0.11% |
2014 | 1.99% | 2.40% | 0.23% | 1.51% |
2013 | 0.18% | -2.94% | 1.32% | -0.71% |
2012 | 0.44% | 1.45% | 1.39% | -0.33% |
2011 | 0.48% | 2.97% | 3.17% | 1.10% |
2010 | 1.92% | 3.54% | 1.24% | 0.15% |
2009 | 2.74% | 0.74% | 2.65% | 0.63% |
2008 | 2.25% | -0.24% | 1.24% | 3.73% |
2007 | 1.35% | -0.52% | 2.69% | 3.09% |
2006 | -0.42% | -0.32% | 3.34% | 1.53% |
2005 | -0.05% | 2.20% | -0.31% | 0.82% |
2004 | 1.79% | -0.91% | 2.34% | 0.95% |
2003 | 0.81% | 0.53% | 0.69% | 0.16% |
2002 | 1.31% | 2.97% | 2.61% | 1.51% |
2001 | 2.49% | 0.99% | 3.76% | -0.14% |
2000 | 2.03% | 1.94% | 2.91% | 3.45% |
1999 | 0.79% | -0.95% | 1.10% | 0.31% |
1998 | 1.44% | 1.60% | 2.56% | 0.65% |
1997 | -0.11% | 3.72% | 2.79% | 2.08% |
1996 | -0.34% | 0.38% | 1.94% | 2.82% |
1995 | 5.26% | 5.08% | 2.23% | 3.13% |
1994 | -2.34% | -1.05% | 0.86% | 0.55% |
1993 | 2.78% | 1.91% | 0.78% | 0.53% |
1992 | -0.36% | 3.68% | 2.33% | 0.94% |
1991 | 2.38% | 1.63% | 4.82% | 4.14% |
1990 | -0.33% | 3.47% | 1.96% | 5.09% |
1989 | 1.18% | 7.35% | 0.94% | 3.83% |
1988 | 4.18% | 0.88% | 1.78% | 0.19% |
1987 | 1.79% | -2.48% | -3.40% | 5.49% |
1986 | 4.90% | 0.26% | 3.51% | 3.75% |
Rank in Category (By Total Return)
YTD | 50 |
1-Month | 45 |
3-Month | 29 |
1-Year | 13 |
3-Year | 24 |
5-Year | 32 |
Load Adjusted Returns
1-Year | 12.09% |
3-Year | -1.00% |
5-Year | 0.18% |
10-Year | 1.26% |
Performance & Risk
YTD Return | 1.40% |
5y Average Return | -0.47% |
Rank in Category (ytd) | 50 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 1.06 |
Morningstar Risk Rating |
Fund Overview
Category | Intermediate Government |
Fund Family | Fidelity Investments |
Net Assets | 2.06B |
YTD Return | 4.27% |
Yield | 3.41% |
Morningstar Rating | |
Inception Date | Nov 08, 1985 |
Fund Summary
The fund normally invests at least 80% of assets in Ginnie Maes and repurchase agreements for Ginnie Maes. It invests in other U.S. government securities and instruments related to U.S. government securities. The fund invests in U.S. government securities issued by entities that are chartered or sponsored by Congress but whose securities are neither issued nor guaranteed by the U.S. Treasury. It seeks to have similar overall interest rate risk to the Bloomberg Barclays GNMA Index.
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