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FNCMX: FIDELITY NASDAQ COMPOSITE INDEX FUND FIDELITY NASDAQ COMPOSITE INDEX FUND (MUTUAL FUND)
Basic Info 228.21 3.39(1.51%) May 02
| Asset Class: | LARGE GROWTH |
| MyPlanIQ Rating: | (84%) |
| Start Date: | 09/30/2003 |
| Last Dividend Date: | 12/26/2024 |
| 12-Mo. Yield | 0.74% |
| Expenses | 0.29% |
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Performance Analytics (As of 05/02/2025)
| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 09/30/2003 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.4 | -6.8 | 14.2 | 13.8 | 16.9 | 14.5 | 15.2 | 12.7 | 12.1 | 29.5 | 45.1 | -32.4 | 22.2 | 44.6 | 36.6 | -4.1 | 29.2 | 8.7 | 6.8 | 14.6 | 39.7 | 17.3 | -1.0 | 17.8 | 45.0 | -40.0 | 10.5 | 10.0 | 1.9 | 8.5 | 11.9 |
| Sharpe Ratio | NA | -0.62 | 0.31 | 0.39 | 0.61 | 0.58 | NA | NA | 0.5 | 1.26 | 2.38 | -1.06 | 1.23 | 1.23 | 2.24 | -0.26 | 2.98 | 0.54 | 0.4 | 1.03 | 3.23 | 1.16 | -0.04 | 0.89 | 1.59 | -0.99 | 0.43 | 0.47 | -0.02 | 0.43 | 2.9 |
| Draw Down(%) | NA | 23.8 | 24.2 | 24.2 | 35.6 | 35.6 | NA | NA | 55.1 | 13.1 | 11.8 | 34.8 | 10.5 | 30.1 | 10.1 | 23.5 | 3.7 | 14.7 | 13.5 | 8.3 | 5.1 | 11.9 | 18.4 | 17.2 | 23.0 | 50.0 | 11.1 | 14.7 | 12.4 | 18.4 | 4.9 |
| Standard Deviation(%) | NA | 35.6 | 25.6 | 24.1 | 23.4 | 22.2 | NA | NA | 21.7 | 18.1 | 17.4 | 32.0 | 18.0 | 35.8 | 15.7 | 20.7 | 9.6 | 16.0 | 16.9 | 14.2 | 12.3 | 15.0 | 25.3 | 19.8 | 28.3 | 41.3 | 17.5 | 14.3 | 12.7 | 17.3 | 18.9 |
| Treynor Ratio | NA | -0.23 | 0.09 | 0.11 | 0.17 | 0.14 | NA | NA | 0.11 | 0.27 | 0.46 | -0.4 | 0.36 | 0.45 | 0.49 | -0.06 | 0.27 | 0.08 | 0.07 | 0.15 | 0.41 | 0.17 | -0.01 | 0.17 | 0.4 | -0.38 | 0.07 | 0.06 | 0.0 | 0.07 | 0.43 |
| Alpha | NA | -0.03 | 0.01 | 0.0 | 0.03 | 0.01 | NA | NA | 0.01 | 0.02 | 0.01 | 0.01 | 0.08 | -0.02 | 0.01 | -0.02 | -0.01 | 0.04 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.02 | 0.0 | 0.0 | 0.03 | -0.03 | 0.0 | -0.01 |
| Beta | NA | 0.96 | 0.91 | 0.9 | 0.84 | 0.89 | NA | NA | 0.96 | 0.85 | 0.91 | 0.85 | 0.62 | 0.97 | 0.73 | 0.98 | 1.06 | 1.05 | 1.03 | 0.99 | 0.98 | 1.0 | 0.95 | 1.01 | 1.12 | 1.08 | 1.04 | 1.05 | 1.02 | 1.12 | 1.27 |
| RSquared | NA | 0.98 | 0.95 | 0.96 | 0.91 | 0.91 | NA | NA | 0.92 | 0.93 | 0.97 | 0.97 | 0.66 | 0.96 | 0.71 | 0.97 | 0.91 | 0.95 | 0.96 | 0.91 | 0.92 | 0.94 | 0.98 | 0.96 | 0.94 | 0.96 | 0.94 | 0.91 | 0.89 | 0.88 | 0.92 |
| Yield(%) | N/A | 0.0 | 0.7 | 0.8 | 1.1 | 2.1 | 3.4 | 3.5 | N/A | 0.8 | 1.0 | 0.6 | 0.6 | 1.0 | 5.7 | 0.9 | 0.9 | 1.1 | 1.6 | 1.5 | 2.2 | 1.4 | 0.8 | 0.7 | 0.7 | 0.6 | 2.3 | 1.1 | 0.8 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 17.1 | -44.0 | -26.8 | 228.9 | N/A | N/A | N/A | 17.1 | 9.2 | 25.4 | -14.9 | -78.1 | 515.5 | 26.9 | -7.7 | -30.1 | 21.6 | -8.9 | 87.2 | 77.2 | 19.1 | 50.0 | -25.0 | -73.3 | 134.4 | 39.1 | -39.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/30/2003
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See LARGE GROWTH Asset Class Trend Rankings |
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