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FSIVX: Fidelity Spartan Intl Idx Advtg (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 12/16/2004 |
Last Dividend Date: | 12/15/2017 |
12-Mo. Yield | 2.62% |
Expenses | 0.07% |
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Performance Analytics (As of 11/12/2018)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 10/19/2005 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -5.7 | 5.0 | 2.5 | 8.0 | 4.2 | -8.2 | 25.4 | 1.3 | -0.8 | -5.4 | 21.8 | 18.8 | -12.1 | 7.6 | 28.5 | -41.4 | 10.7 | 26.2 | 13.5 | 3.3 |
Sharpe Ratio | NA | -0.58 | 0.33 | 0.16 | 0.4 | 0.18 | -0.85 | 3.43 | 0.06 | -0.05 | -0.48 | 1.76 | 1.16 | -0.45 | 0.36 | 0.99 | -1.0 | 0.48 | 1.68 | 1.1 | 18.41 |
Draw Down(%) | NA | 17.0 | 17.0 | 22.9 | 29.6 | 60.8 | 17.0 | 2.0 | 12.7 | 16.6 | 13.7 | 10.1 | 16.3 | 25.6 | 19.4 | 29.6 | 53.6 | 12.0 | 15.1 | 7.1 | 0.3 |
Standard Deviation(%) | NA | 12.0 | 13.2 | 13.2 | 19.2 | 20.2 | 12.6 | 7.2 | 17.7 | 15.3 | 11.2 | 12.4 | 16.3 | 27.2 | 21.1 | 28.8 | 42.3 | 16.3 | 13.7 | 10.3 | 6.9 |
Treynor Ratio | NA | -0.07 | 0.04 | 0.02 | 0.08 | 0.04 | -0.11 | 0.26 | 0.01 | -0.01 | -0.06 | 0.23 | 0.2 | -0.12 | 0.08 | 0.29 | -0.42 | 0.09 | 0.23 | 0.12 | 1.48 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.03 |
Beta | NA | 0.95 | 0.98 | 0.98 | 0.99 | 0.99 | 0.95 | 0.94 | 1.0 | 0.98 | 0.96 | 0.95 | 0.97 | 0.99 | 0.99 | 0.99 | 1.01 | 0.9 | 1.0 | 0.97 | 0.86 |
RSquared | NA | 0.94 | 0.97 | 0.97 | 0.97 | 0.96 | 0.94 | 0.93 | 0.99 | 0.98 | 0.94 | 0.96 | 0.97 | 0.99 | 0.98 | 0.98 | 0.96 | 0.86 | 0.95 | 0.92 | 0.95 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2005
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