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FITLX: Fidelity US Sustainability Index Fund In (MUTUAL FUND)
Basic Info 22.76 0.18(0.80%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (83%) |
Start Date: | 05/10/2017 |
Last Dividend Date: | 12/08/2023 |
12-Mo. Yield | 1.14% |
Expenses | 0.11% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/26/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.5 | 7.1 | 28.0 | 8.8 | 14.2 | 13.2 | 29.0 | -20.3 | 30.2 | 18.7 | 31.5 | -3.3 | 12.8 |
Sharpe Ratio | NA | 1.9 | 2.19 | 0.38 | 0.58 | 0.64 | 1.8 | -0.88 | 2.23 | 0.53 | 2.43 | -0.27 | 3.0 |
Draw Down(%) | NA | 6.3 | 9.4 | 26.9 | 34.3 | 34.3 | 9.4 | 26.8 | 5.2 | 34.3 | 6.1 | 17.8 | 2.4 |
Standard Deviation(%) | NA | 12.6 | 12.7 | 17.9 | 21.7 | 19.8 | 13.9 | 24.6 | 13.5 | 34.9 | 12.4 | 16.9 | 6.6 |
Treynor Ratio | NA | 0.23 | 0.27 | 0.07 | 0.13 | 0.13 | 0.25 | -0.22 | 0.32 | 0.18 | 0.31 | -0.05 | 0.22 |
Alpha | NA | 0.02 | 0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 |
Beta | NA | 1.04 | 1.02 | 0.98 | 0.99 | 0.99 | 1.01 | 0.98 | 0.94 | 0.99 | 0.97 | 0.99 | 0.92 |
RSquared | NA | 0.95 | 0.95 | 0.97 | 0.98 | 0.98 | 0.96 | 0.99 | 0.92 | 0.99 | 0.98 | 0.99 | 0.94 |
Yield(%) | N/A | 0.0 | 1.3 | 1.3 | 1.7 | N/A | 1.4 | 1.2 | 1.3 | 1.1 | 1.9 | 1.5 | 0.8 |
Dividend Growth(%) | N/A | -100.0 | -4.0 | N/A | N/A | N/A | -4.0 | 19.0 | 31.2 | -20.0 | 17.6 | 112.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/26/2018
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