FSHGX Performance — Fidelity SAI High Income Fund
Data updated: 2026-09-23
FSHGX returned +3.14% year to date and +7.45% over one year to Jul 2026. Annualised returns are +9.31% over 3 years and +4.48% over 5 years. The fund beat its Short-Term Corporate Bond category average: $100 invested three years ago grew to $131, against $120 for the category, and to $107 over one year, against $104. Volatility over the past three years was 4.60% a year. In the 12 months to Jul 2026 the fund took in a net $82.0M, and assets reached $2.85B.
FSHGX Growth of $100
What $100 invested in Fidelity SAI High Income Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the Short-Term Corporate Bond category average over the same months.
| Period | FSHGX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $107 | $104 |
| 3 years (Aug 2023 – Jul 2026) | $131 | $120 |
| 5 years (Aug 2021 – Jul 2026) | $125 | $116 |
| Since data start (Jun 2021 – Jul 2026) | $126 | $117 |
FSHGX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +3.14% |
| 1 year | +7.45% |
| 3 years (annualised) | +9.31% |
| 5 years (annualised) | +4.48% |
FSHGX Annual Returns
Calendar-year total returns of Fidelity SAI High Income Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +3.14% |
| 2025 | +10.24% |
| 2024 | +9.75% |
| 2023 | +10.74% |
| 2022 | −10.96% |
| 2021 (Jun–Dec) | +2.53% |
FSHGX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.9% | +0.8% | −1.1% | +2.3% | +0.8% | +0.1% | −0.6% | — | — | — | — | — |
| 2025 | +1.4% | +0.7% | −1.1% | −0.1% | +1.6% | +2.9% | +0.4% | +1.6% | +1.0% | +0.3% | +0.3% | +0.9% |
| 2024 | +0.5% | +0.6% | +1.4% | −1.0% | +1.3% | +0.7% | +2.1% | +1.6% | +1.7% | −0.3% | +1.4% | −0.5% |
| 2023 | +3.5% | −1.3% | +0.7% | +0.8% | −0.9% | +1.7% | +1.3% | −0.6% | −1.0% | −1.6% | +4.3% | +3.6% |
| 2022 | −2.9% | −1.0% | −0.1% | −3.5% | +0.1% | −6.8% | +5.1% | −1.1% | −5.0% | +3.5% | +2.1% | −1.4% |
| 2021 | — | — | — | — | — | +1.0% | +0.3% | +0.7% | −0.2% | −0.2% | −1.3% | +2.2% |
FSHGX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 4.60%
- 3-year Sharpe ratio: 1.05 (vs 4.5% risk-free rate)
- Best month: +4.35% (Nov 2023)
- Worst month: −1.62% (Oct 2023)
FSHGX Fund Flows
Monthly money in and out of Fidelity SAI High Income Fund, from SEC Form N-PORT.
- 12-month net flow: $82.0M
- 12-month gross sales (incl. reinvestments): $1.7B
- Sales ÷ redemptions: 1.05×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $75.9M | $43.0M | $32.9M |
| Jun 2026 | $75.2M | $46.4M | $28.8M |
| May 2026 | $242.1M | $49.9M | $192.1M |
| Apr 2026 | $337.1M | $427.8M | −$90.7M |
| Mar 2026 | $74.9M | $69.8M | $5.2M |
| Feb 2026 | $95.4M | $54.2M | $41.1M |
| Jan 2026 | $177.5M | $385.7M | −$208.2M |
| Dec 2025 | $167.0M | $355.2M | −$188.3M |
| Nov 2025 | $85.4M | $45.9M | $39.5M |
| Oct 2025 | $109.6M | $45.5M | $64.1M |
| Sep 2025 | $133.2M | $40.1M | $93.1M |
| Aug 2025 | $111.8M | $39.5M | $72.3M |
FSHGX Assets Under Management
Net assets of Fidelity SAI High Income Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $2.85B |
| 2026-04-30 | $2.63B |
| 2026-01-31 | $2.67B |
| 2025-10-31 | $3.01B |
| 2025-07-31 | $2.75B |
| 2025-04-30 | $2.22B |
| 2025-01-31 | $1.83B |
| 2024-10-31 | $1.61B |
| 2024-07-31 | $1.58B |
| 2024-04-30 | $1.56B |
| 2024-01-31 | $1.58B |
| 2023-10-31 | $1.52B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.