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FFNOX: FIDELITY FOUR-IN-ONE INDEX FUND FIDELITY FOUR-IN-ONE INDEX FUND (MUTUAL FUND)
Basic Info 62.29 0.12(0.19%) July 08
Asset Class: | Aggressive Allocation |
MyPlanIQ Rating: | (87%) |
Start Date: | 09/13/1999 |
Last Dividend Date: | 04/11/2025 |
12-Mo. Yield | 6.36% |
Expenses | 0.11% |
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Performance Analytics (As of 07/03/2025)
Not up-to-date? TryLast 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/13/1999 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.1 | 9.9 | 12.9 | 15.1 | 11.8 | 9.5 | 10.5 | 8.1 | 6.7 | 13.1 | 21.7 | -18.0 | 17.1 | 16.3 | 25.1 | -6.6 | 19.3 | 8.3 | 0.1 | 6.7 | 24.5 | 15.1 | -1.4 | 13.5 | 25.0 | -32.6 | 6.2 | 15.4 | 6.5 | 10.8 | 28.3 | -16.0 | -10.0 | -7.9 | 11.0 |
Sharpe Ratio | NA | 1.08 | 0.73 | 0.87 | 0.7 | 0.55 | NA | NA | 0.33 | 0.91 | 1.65 | -1.0 | 1.58 | 0.57 | 2.44 | -0.62 | 3.42 | 0.68 | 0.01 | 0.73 | 2.57 | 1.34 | -0.07 | 0.85 | 1.06 | -0.98 | 0.23 | 1.32 | 0.49 | 1.0 | 2.14 | -0.89 | -0.75 | -0.68 | 3.0 |
Draw Down(%) | NA | 14.1 | 14.1 | 15.4 | 26.0 | 29.9 | NA | NA | 49.9 | 6.6 | 10.7 | 25.5 | 4.7 | 29.9 | 5.0 | 16.0 | 1.7 | 9.8 | 11.1 | 7.0 | 6.5 | 9.7 | 18.3 | 13.3 | 24.1 | 43.8 | 8.4 | 8.2 | 5.8 | 6.9 | 11.3 | 26.5 | 25.5 | 16.1 | 5.1 |
Standard Deviation(%) | NA | 17.9 | 15.0 | 13.8 | 14.0 | 14.8 | NA | NA | 16.0 | 10.4 | 11.0 | 19.5 | 10.8 | 27.8 | 9.7 | 12.8 | 5.5 | 11.9 | 12.3 | 9.2 | 9.5 | 11.3 | 20.5 | 15.9 | 23.6 | 34.3 | 13.1 | 9.1 | 8.5 | 9.8 | 12.9 | 19.2 | 17.0 | 17.9 | 12.4 |
Treynor Ratio | NA | 0.16 | 0.09 | 0.1 | 0.08 | 0.06 | NA | NA | 0.04 | 0.08 | 0.16 | -0.16 | 0.14 | 0.12 | 0.18 | -0.06 | 0.14 | 0.05 | 0.0 | 0.05 | 0.18 | 0.1 | -0.01 | 0.09 | 0.18 | -0.23 | 0.02 | 0.09 | 0.03 | 0.07 | 0.2 | -0.13 | -0.09 | -0.1 | 0.34 |
Alpha | NA | 0.03 | 0.01 | 0.01 | 0.01 | 0.0 | NA | NA | -0.01 | -0.01 | 0.01 | 0.01 | 0.0 | -0.02 | -0.01 | -0.01 | 0.0 | -0.02 | 0.0 | -0.02 | 0.0 | -0.01 | -0.03 | -0.02 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | -0.01 | -0.02 | -0.03 | 0.01 |
Beta | NA | 1.19 | 1.19 | 1.17 | 1.19 | 1.27 | NA | NA | 1.35 | 1.18 | 1.15 | 1.19 | 1.22 | 1.34 | 1.34 | 1.29 | 1.31 | 1.47 | 1.38 | 1.33 | 1.36 | 1.5 | 1.49 | 1.48 | 1.42 | 1.46 | 1.42 | 1.34 | 1.28 | 1.31 | 1.35 | 1.34 | 1.34 | 1.22 | 1.11 |
RSquared | NA | 0.95 | 0.94 | 0.93 | 0.93 | 0.95 | NA | NA | 0.96 | 0.92 | 0.89 | 0.95 | 0.88 | 0.99 | 0.96 | 0.97 | 0.91 | 0.94 | 0.95 | 0.93 | 0.95 | 0.94 | 0.97 | 0.97 | 0.99 | 0.99 | 0.98 | 0.95 | 0.96 | 0.89 | 0.96 | 0.94 | 0.97 | 0.95 | 0.92 |
Yield(%) | N/A | 1.7 | 6.3 | 6.1 | 6.6 | 5.7 | 7.1 | 5.6 | N/A | 6.9 | 5.8 | 5.5 | 6.4 | 3.2 | 3.6 | 2.6 | 2.9 | 2.7 | 2.7 | 2.6 | 2.5 | 2.5 | 2.4 | 2.2 | 2.6 | 2.4 | 2.8 | 3.2 | 1.8 | 0.4 | 1.8 | 1.7 | 2.0 | 2.1 | 1.0 |
Dividend Growth(%) | N/A | -73.4 | 37.5 | 9.6 | 175.7 | 203.7 | N/A | N/A | N/A | 37.0 | -19.3 | -4.0 | 120.6 | 9.2 | 24.2 | 5.4 | 15.9 | -4.7 | 9.8 | 25.2 | 8.8 | 2.3 | 22.4 | 2.1 | -28.6 | -12.5 | -2.3 | 87.0 | 475.0 | -76.5 | -10.5 | -20.8 | -18.6 | 145.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/13/1999
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