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FLCEX: FIDELITY LARGE CAP CORE ENHANCED INDEX FUND FIDELITY LARGE CAP CORE ENHANCED INDEX FUND (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/03/2007 |
| Last Dividend Date: | 11/14/2023 |
| 12-Mo. Yield | 2.34% |
| Expenses | 0.39% |
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Performance Analytics (As of 11/28/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/03/2007 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -3.3 | 3.8 | 8.4 | 9.4 | 12.0 | 7.7 | -0.5 | -16.2 | 30.2 | 18.0 | 27.7 | -3.5 | 21.7 | 10.9 | -0.5 | 13.5 | 34.3 | 15.0 | 4.7 | 12.2 | 23.3 | -35.7 | -0.6 |
| Sharpe Ratio | NA | -0.31 | 0.11 | 0.31 | 0.46 | NA | 0.34 | -0.18 | -0.75 | 2.25 | 0.53 | 2.09 | -0.28 | 2.96 | 0.81 | -0.04 | 1.12 | 3.11 | 1.19 | 0.21 | 0.67 | 0.88 | -0.92 | -0.21 |
| Draw Down(%) | NA | 17.2 | 22.7 | 32.6 | 32.6 | NA | 53.7 | 17.2 | 22.7 | 4.9 | 32.6 | 6.9 | 19.0 | 3.0 | 10.7 | 12.7 | 8.1 | 5.4 | 10.3 | 17.6 | 16.2 | 26.5 | 46.5 | 10.1 |
| Standard Deviation(%) | NA | 22.4 | 20.1 | 22.6 | 18.4 | NA | 20.6 | 22.7 | 23.6 | 13.4 | 33.4 | 12.5 | 17.4 | 7.1 | 13.2 | 15.3 | 12.0 | 11.0 | 12.6 | 22.8 | 18.0 | 26.3 | 39.9 | 18.3 |
| Treynor Ratio | NA | -0.07 | 0.02 | 0.07 | 0.09 | NA | 0.07 | -0.04 | -0.19 | 0.3 | 0.18 | 0.26 | -0.05 | 0.2 | 0.11 | -0.01 | 0.13 | 0.35 | 0.15 | 0.05 | 0.12 | 0.24 | -0.38 | -0.04 |
| Alpha | NA | -0.07 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.08 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 |
| Beta | NA | 0.95 | 0.96 | 0.96 | 0.97 | NA | 0.97 | 0.96 | 0.95 | 0.99 | 0.96 | 1.0 | 1.01 | 1.04 | 0.99 | 0.99 | 1.02 | 0.98 | 0.97 | 0.96 | 0.99 | 0.96 | 0.98 | 1.03 |
| RSquared | NA | 0.41 | 0.76 | 0.89 | 0.91 | NA | 0.95 | 0.37 | 0.99 | 0.98 | 1.0 | 0.99 | 0.99 | 0.97 | 0.98 | 0.99 | 0.95 | 0.98 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 0.99 |
| Yield(%) | N/A | 2.3 | 7.0 | 6.9 | 7.0 | 10.4 | N/A | 1.2 | 1.0 | 16.4 | 2.6 | 3.0 | 6.8 | 4.4 | 1.7 | 3.7 | 6.8 | 19.8 | 2.6 | 0.3 | 1.8 | 2.0 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -85.8 | 104.7 | 59.0 | N/A | N/A | N/A | -4.5 | -92.8 | 607.1 | 11.3 | -61.4 | 80.7 | 184.3 | -54.9 | -42.5 | -62.7 | 770.9 | 836.0 | -82.5 | 10.0 | -7.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2007
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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