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FLGEX: FIDELITY LARGE CAP GROWTH ENHANCED INDEX FUND FIDELITY LARGE CAP GROWTH ENHANCED INDEX FUND (MUTUAL FUND)
Basic Info
Asset Class: | LARGE GROWTH |
MyPlanIQ Rating: | Not Rated |
Start Date: | 05/03/2007 |
Last Dividend Date: | 11/14/2023 |
12-Mo. Yield | 1.06% |
Expenses | 0.39% |
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Performance Analytics (As of 11/28/2023)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 52.1 | 16.2 | 19.9 | 15.8 | 17.0 | 12.0 | 59.0 | -26.6 | 29.2 | 36.0 | 31.5 | -4.0 | 27.1 | 8.2 | 3.3 | 13.9 | 35.1 | 13.4 | 4.4 | 13.7 | 35.1 | -37.0 | 0.4 |
Sharpe Ratio | NA | 1.92 | 0.6 | 0.72 | 0.73 | NA | 0.53 | 2.49 | -0.96 | 1.72 | 1.02 | 2.09 | -0.27 | 3.48 | 0.6 | 0.21 | 1.1 | 3.13 | 1.03 | 0.19 | 0.78 | 1.45 | -1.0 | -0.13 |
Draw Down(%) | NA | 9.6 | 30.3 | 30.3 | 30.3 | NA | 51.1 | 9.6 | 29.9 | 8.4 | 30.3 | 8.1 | 21.9 | 2.1 | 10.7 | 12.0 | 8.0 | 6.1 | 10.0 | 18.3 | 15.7 | 21.3 | 47.3 | 10.2 |
Standard Deviation(%) | NA | 25.0 | 24.1 | 25.5 | 20.5 | NA | 21.3 | 25.1 | 29.3 | 17.0 | 34.9 | 14.4 | 19.8 | 7.7 | 13.3 | 15.6 | 12.7 | 11.2 | 13.1 | 23.0 | 17.5 | 24.1 | 37.7 | 17.3 |
Treynor Ratio | NA | 0.56 | 0.19 | 0.22 | 0.17 | NA | 0.13 | 0.72 | -0.36 | 0.39 | 0.37 | 0.45 | -0.06 | 0.32 | 0.09 | 0.03 | 0.16 | 0.39 | 0.15 | 0.05 | 0.15 | 0.36 | -0.38 | -0.02 |
Alpha | NA | 0.08 | 0.06 | 0.03 | 0.01 | NA | 0.01 | 0.09 | 0.03 | 0.07 | -0.05 | 0.01 | -0.02 | 0.01 | 0.03 | -0.02 | 0.01 | 0.01 | -0.01 | 0.02 | 0.01 | 0.0 | 0.0 | -0.02 |
Beta | NA | 0.86 | 0.78 | 0.83 | 0.85 | NA | 0.89 | 0.87 | 0.77 | 0.74 | 0.96 | 0.67 | 0.93 | 0.82 | 0.87 | 0.95 | 0.89 | 0.9 | 0.87 | 0.86 | 0.9 | 0.96 | 1.0 | 0.93 |
RSquared | NA | 0.44 | 0.74 | 0.82 | 0.84 | NA | 0.89 | 0.4 | 0.95 | 0.88 | 0.96 | 0.72 | 0.96 | 0.85 | 0.94 | 0.96 | 0.92 | 0.93 | 0.94 | 0.97 | 0.98 | 0.97 | 0.97 | 0.94 |
Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 0.8 | 0.4 | 16.4 | 6.1 | 4.0 | 7.3 | 5.5 | 1.1 | 4.5 | 8.3 | 7.7 | 1.7 | 1.1 | 1.0 | 1.5 | 0.9 | 0.0 |
Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 28.6 | -96.9 | 242.4 | 94.1 | -51.4 | 62.8 | 437.5 | -75.8 | -43.1 | 31.8 | 417.6 | 54.5 | 22.2 | -10.0 | 11.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/01/2007
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