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FZILX: FIDELITY ZERO INTERNATIONAL INDEX FUND (MUTUAL FUND)
Basic Info 11.58 0.11(0.96%) May 03
Asset Class: | INTERNATIONAL EQUITY |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/03/2018 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.00% |
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Performance Analytics (As of 05/03/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 08/03/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 4.6 | 12.6 | 1.1 | 5.7 | 5.0 | 16.3 | -16.0 | 8.2 | 11.0 | 22.3 | -12.0 |
Sharpe Ratio | NA | 0.95 | 0.74 | -0.08 | 0.22 | 0.19 | 0.98 | -0.83 | 0.64 | 0.37 | 1.98 | -1.87 |
Draw Down(%) | NA | 4.6 | 11.7 | 29.9 | 34.4 | 34.4 | 11.7 | 28.8 | 6.9 | 34.4 | 7.9 | 14.9 |
Standard Deviation(%) | NA | 11.0 | 11.9 | 15.6 | 18.6 | 18.0 | 12.4 | 20.8 | 12.8 | 29.5 | 10.5 | 15.2 |
Treynor Ratio | NA | 0.1 | 0.09 | -0.01 | 0.04 | 0.03 | 0.12 | -0.17 | 0.08 | 0.11 | 0.21 | -0.28 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 |
Beta | NA | 1.02 | 1.01 | 1.02 | 1.01 | 1.01 | 1.02 | 1.03 | 0.98 | 1.0 | 1.0 | 1.01 |
RSquared | NA | 0.99 | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.99 | 0.92 | 0.99 | 0.98 | 0.99 |
Yield(%) | N/A | 0.0 | 3.1 | 2.5 | 2.7 | N/A | 3.4 | 2.3 | 2.8 | 1.8 | 3.4 | 0.6 |
Dividend Growth(%) | N/A | -100.0 | 22.2 | N/A | N/A | N/A | 22.2 | -15.6 | 68.4 | -36.7 | 400.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2018
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