FSPSX: FIDELITY INTERNATIONAL INDEX FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 48.69 0.3(0.62%) April 26
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | (5%) |
Start Date: | 09/15/2011 |
Last Dividend Date: | 04/12/2024 |
12-Mo. Yield | 2.91% |
Expenses | 0.03% |
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Performance Analytics (As of 04/25/2024)
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(%) | 2.5 | 3.2 | 10.3 | 2.6 | 6.5 | 4.6 | 6.8 | 18.3 | -14.2 | 11.4 | 8.2 | 22.0 | -13.5 | 25.4 | 1.3 | -0.7 | -5.3 | 21.9 | 18.9 | -1.1 |
Sharpe Ratio | NA | -0.24 | 0.25 | -0.04 | 0.22 | 0.2 | 0.34 | 1.11 | -0.72 | 0.92 | 0.26 | 1.98 | -1.11 | 3.43 | 0.06 | -0.05 | -0.48 | 1.77 | 1.16 | -0.11 |
Draw Down(%) | NA | 5.4 | 11.4 | 29.4 | 33.6 | 33.7 | 33.7 | 11.4 | 28.6 | 6.8 | 33.6 | 7.7 | 21.5 | 2.0 | 12.7 | 16.6 | 13.6 | 10.1 | 16.3 | 16.0 |
Standard Deviation(%) | NA | 10.5 | 11.8 | 16.1 | 18.9 | 16.4 | 16.6 | 12.8 | 21.7 | 12.5 | 30.0 | 10.4 | 13.4 | 7.2 | 17.7 | 15.3 | 11.1 | 12.3 | 16.3 | 31.9 |
Treynor Ratio | NA | -0.03 | 0.03 | -0.01 | 0.04 | 0.03 | 0.06 | 0.15 | -0.16 | 0.12 | 0.08 | 0.21 | -0.15 | 0.26 | 0.01 | -0.01 | -0.06 | 0.23 | 0.2 | -0.04 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | -0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 |
Beta | NA | 0.99 | 0.97 | 0.99 | 0.98 | 0.98 | 0.98 | 0.97 | 1.0 | 0.97 | 0.97 | 0.97 | 0.99 | 0.94 | 1.0 | 0.98 | 0.96 | 0.95 | 0.97 | 0.98 |
RSquared | NA | 0.97 | 0.98 | 0.98 | 0.99 | 0.98 | 0.98 | 0.98 | 0.99 | 0.98 | 0.99 | 0.98 | 0.98 | 0.92 | 0.99 | 0.98 | 0.94 | 0.96 | 0.97 | 0.99 |
Yield(%) | N/A | 0.4 | 3.3 | 2.7 | 3.0 | 2.8 | N/A | 3.2 | 2.2 | 3.3 | 1.9 | 3.8 | 2.3 | 3.0 | 3.1 | 2.7 | 3.3 | 3.0 | 3.5 | 3.3 |
Dividend Growth(%) | N/A | -86.4 | 36.4 | 22.3 | 17.4 | N/A | N/A | 20.0 | -27.2 | 79.8 | -38.7 | 35.6 | -6.5 | 0.0 | 8.0 | -23.7 | 24.8 | -0.9 | 3.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2011
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