FZROX: FIDELITY ZERO TOTAL MARKET INDEX FUND (MUTUAL FUND)
Basic Info 18.51 0.03(0.16%) May 21
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/03/2018 |
| Last Dividend Date: | 12/27/2023 |
| 12-Mo. Yield | 1.56% |
| Expenses | 0.00% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/17/2024)
Not up-to-date? Try| Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 08/03/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 11.4 | 28.8 | 9.3 | 14.6 | 12.6 | 26.2 | -19.2 | 26.0 | 20.5 | 31.1 | -11.9 |
| Sharpe Ratio | NA | 2.34 | 2.14 | 0.36 | 0.59 | 0.52 | 1.64 | -0.83 | 1.89 | 0.58 | 2.33 | -1.46 |
| Draw Down(%) | NA | 5.7 | 10.8 | 25.1 | 35.0 | 35.0 | 10.8 | 25.1 | 5.1 | 35.0 | 6.8 | 20.1 |
| Standard Deviation(%) | NA | 11.9 | 12.0 | 17.8 | 21.8 | 21.2 | 13.5 | 24.9 | 13.7 | 35.1 | 12.8 | 19.3 |
| Treynor Ratio | NA | 0.27 | 0.25 | 0.06 | 0.13 | 0.11 | 0.22 | -0.2 | 0.25 | 0.2 | 0.29 | -0.28 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 1.03 | 1.03 | 1.03 | 1.02 | 1.02 | 1.03 | 1.03 | 1.04 | 1.01 | 1.02 | 1.0 |
| RSquared | NA | 0.99 | 0.99 | 0.99 | 0.99 | 0.99 | 0.98 | 1.0 | 0.98 | 1.0 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.4 | 1.9 | N/A | 1.7 | 1.2 | 1.6 | 1.5 | 1.9 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 7.6 | N/A | N/A | N/A | 7.6 | 0.5 | 22.2 | 0.0 | 163.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2018
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
