FSUVX Performance — Fidelity SAI U.S. Low Volatility Index Fund
Data updated: 2026-09-23
FSUVX returned +8.77% year to date and +14.02% over one year to Jul 2026. Annualised returns are +14.08% over 3 years and +9.12% over 5 years. The fund trailed its US Large Blend category average: $100 invested three years ago grew to $148, against $153 for the category, and to $114 over one year, against $116. Volatility over the past three years was 10.04% a year. In the 12 months to Jul 2026 the fund took in a net $8.1B, and assets reached $23.63B.
FSUVX Growth of $100
What $100 invested in Fidelity SAI U.S. Low Volatility Index Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Large Blend category average over the same months.
| Period | FSUVX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $114 | $116 |
| 3 years (Aug 2023 – Jul 2026) | $148 | $153 |
| 5 years (Aug 2021 – Jul 2026) | $155 | $159 |
| Since data start (Aug 2019 – Jul 2026) | $208 | $226 |
FSUVX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +8.77% |
| 1 year | +14.02% |
| 3 years (annualised) | +14.08% |
| 5 years (annualised) | +9.12% |
FSUVX Annual Returns
Calendar-year total returns of Fidelity SAI U.S. Low Volatility Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +8.77% |
| 2025 | +11.02% |
| 2024 | +17.40% |
| 2023 | +14.78% |
| 2022 | −10.90% |
| 2021 | +21.53% |
| 2020 | +9.87% |
| 2019 (Aug–Dec) | +7.25% |
FSUVX 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 | +2.2% | +1.8% | −5.4% | +5.1% | +2.7% | −1.2% | +3.7% | — | — | — | — | — |
| 2025 | +2.3% | +2.3% | −2.2% | −1.8% | +2.8% | +2.4% | 0.0% | +2.5% | +1.8% | −1.1% | +2.0% | −0.5% |
| 2024 | +2.4% | +3.1% | +2.5% | −4.1% | +3.8% | +2.6% | +2.5% | +4.0% | +1.9% | −1.6% | +4.5% | −5.0% |
| 2023 | +2.2% | −3.2% | +4.0% | +2.7% | −2.4% | +5.2% | +1.0% | −0.6% | −4.0% | +0.5% | +7.4% | +1.8% |
| 2022 | −5.3% | −3.1% | +4.5% | −4.7% | +0.2% | −4.8% | +5.5% | −4.2% | −7.9% | +8.3% | +5.2% | −3.7% |
| 2021 | −3.1% | +0.9% | +5.1% | +4.6% | +0.3% | +1.6% | +4.0% | +1.8% | −5.1% | +6.1% | −2.1% | +6.4% |
| 2020 | +0.8% | −8.3% | −10.8% | +10.8% | +4.0% | −0.5% | +4.2% | +5.1% | −1.7% | −3.9% | +9.1% | +3.1% |
| 2019 | — | — | — | — | — | — | — | +0.7% | +0.9% | +0.9% | +2.3% | +2.2% |
FSUVX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 10.04%
- 3-year Sharpe ratio: 0.95 (vs 4.5% risk-free rate)
- Best month: +7.36% (Nov 2023)
- Worst month: −5.40% (Mar 2026)
FSUVX Fund Flows
Monthly money in and out of Fidelity SAI U.S. Low Volatility Index Fund, from SEC Form N-PORT.
- 12-month net flow: $8.1B
- 12-month gross sales (incl. reinvestments): $10.1B
- Sales ÷ redemptions: 5.06×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $931.3M | $193.2M | $738.2M |
| Jun 2026 | $1.3B | $227.4M | $1.1B |
| May 2026 | $280.8M | $201.5M | $79.4M |
| Apr 2026 | $913.8M | $198.2M | $715.6M |
| Mar 2026 | $944.1M | $166.5M | $777.6M |
| Feb 2026 | $415.3M | $135.0M | $280.3M |
| Jan 2026 | $841.1M | $123.7M | $717.5M |
| Dec 2025 | $818.9M | $192.2M | $626.6M |
| Nov 2025 | $558.2M | $155.9M | $402.4M |
| Oct 2025 | $707.4M | $164.1M | $543.4M |
| Sep 2025 | $815.6M | $120.9M | $694.7M |
| Aug 2025 | $1.6B | $118.9M | $1.5B |
FSUVX Assets Under Management
Net assets of Fidelity SAI U.S. Low Volatility Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $23.63B |
| 2026-04-30 | $20.64B |
| 2026-01-31 | $18.61B |
| 2025-10-31 | $16.96B |
| 2025-07-31 | $13.79B |
| 2025-04-30 | $12.55B |
| 2025-01-31 | $14.27B |
| 2024-10-31 | $16.88B |
| 2024-07-31 | $15.87B |
| 2024-04-30 | $13.13B |
| 2024-01-31 | $9.58B |
| 2023-10-31 | $9.58B |
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.