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FSGGX: FIDELITY GLOBAL EX U.S. INDEX FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 14.6 0.21(1.46%) May 02
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (28%) |
Start Date: | 09/15/2011 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.05% |
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Performance Analytics (As of 04/30/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/15/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.4 | 3.7 | 11.2 | 0.7 | 5.3 | 4.0 | 5.5 | 15.6 | -15.8 | 7.8 | 10.7 | 21.3 | -13.9 | 27.4 | 4.6 | -5.6 | -4.4 | 14.3 | 17.8 | -3.0 |
Sharpe Ratio | NA | 0.56 | 0.57 | -0.14 | 0.19 | 0.19 | 0.29 | 0.92 | -0.84 | 0.61 | 0.35 | 1.89 | -1.09 | 3.74 | 0.26 | -0.37 | -0.42 | 1.19 | 1.13 | -0.31 |
Draw Down(%) | NA | 4.4 | 11.7 | 29.7 | 34.1 | 34.8 | 34.8 | 11.7 | 28.6 | 7.0 | 34.1 | 8.0 | 22.2 | 2.2 | 11.9 | 18.7 | 13.3 | 11.1 | 16.0 | 15.2 |
Standard Deviation(%) | NA | 10.5 | 11.7 | 15.4 | 18.5 | 16.1 | 16.2 | 12.4 | 20.6 | 12.8 | 29.5 | 10.6 | 14.0 | 7.2 | 17.0 | 15.1 | 10.6 | 11.9 | 15.8 | 31.6 |
Treynor Ratio | NA | 0.06 | 0.07 | -0.02 | 0.04 | 0.03 | 0.05 | 0.12 | -0.18 | 0.08 | 0.11 | 0.2 | -0.15 | 0.29 | 0.05 | -0.06 | -0.05 | 0.16 | 0.19 | -0.1 |
Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | 0.01 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.01 |
Beta | NA | 0.96 | 0.95 | 0.94 | 0.95 | 0.95 | 0.95 | 0.93 | 0.94 | 0.95 | 0.95 | 0.97 | 1.03 | 0.92 | 0.96 | 0.97 | 0.91 | 0.91 | 0.93 | 0.97 |
RSquared | NA | 0.94 | 0.95 | 0.95 | 0.96 | 0.96 | 0.96 | 0.95 | 0.96 | 0.9 | 0.98 | 0.96 | 0.97 | 0.89 | 0.98 | 0.97 | 0.93 | 0.94 | 0.96 | 0.98 |
Yield(%) | N/A | 0.0 | 3.1 | 2.4 | 2.8 | 2.5 | N/A | 3.3 | 2.2 | 2.7 | 1.9 | 3.4 | 2.2 | 2.8 | 2.2 | 2.3 | 2.5 | 2.0 | 1.8 | 0.0 |
Dividend Growth(%) | N/A | -100.0 | 27.3 | 22.6 | 26.4 | N/A | N/A | 27.3 | -15.4 | 56.0 | -34.2 | 26.7 | -3.2 | 34.8 | -11.5 | -13.3 | 36.4 | 22.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2011
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