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FFSMX: FIDELITY TOTAL MARKET INDEX FUND CLASS F (MUTUAL FUND)
Basic Info
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/02/2009 |
Last Dividend Date: | 04/12/2019 |
12-Mo. Yield | 2.42% |
Expenses | 0.06% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/02/2009 |
2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 7.3 | 9.6 | 13.6 | 18.4 | -5.3 | 21.2 | 12.7 | 0.5 | 12.5 | 33.4 | 16.4 | 1.0 | 17.0 | 7.6 |
Sharpe Ratio | NA | 0.5 | 1.13 | 0.8 | 0.87 | 4.79 | -0.39 | 2.91 | 0.91 | 0.03 | 1.06 | 2.93 | 1.26 | 0.04 | 0.9 | 2.1 |
Draw Down(%) | NA | 20.2 | 20.2 | 20.2 | 20.4 | 2.4 | 20.2 | 2.8 | 11.3 | 12.1 | 7.6 | 5.7 | 10.0 | 20.4 | 16.0 | 6.2 |
Standard Deviation(%) | NA | 14.9 | 12.5 | 13.3 | 15.3 | 11.4 | 17.0 | 7.1 | 13.6 | 15.3 | 11.7 | 11.4 | 13.1 | 24.5 | 18.8 | 16.5 |
Treynor Ratio | NA | 0.08 | 0.14 | 0.11 | 0.13 | 0.69 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.16 | 0.34 |
Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.06 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.03 |
Beta | NA | 0.95 | 0.98 | 0.99 | 1.01 | 0.79 | 0.99 | 1.05 | 1.03 | 0.99 | 1.0 | 1.02 | 1.02 | 1.03 | 1.03 | 1.02 |
RSquared | NA | 0.94 | 0.97 | 0.98 | 0.99 | 0.78 | 1.0 | 0.99 | 0.99 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 | 1.0 | 0.96 |
Yield(%) | N/A | 2.4 | 3.0 | 2.8 | N/A | 0.5 | 2.3 | 2.7 | 2.7 | 2.4 | 1.8 | 2.0 | 2.2 | 1.8 | 1.6 | 0.0 |
Dividend Growth(%) | N/A | 8.1 | 51.9 | N/A | N/A | -79.3 | 1.0 | 13.4 | 7.1 | 49.3 | 17.7 | 5.4 | 18.8 | 31.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2009
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