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FSCKX: FIDELITY MID CAP INDEX FUND PREMIUM CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/15/2011 |
| Last Dividend Date: | 06/08/2018 |
| 12-Mo. Yield | 2.71% |
| Expenses | 0.14% |
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Performance Analytics (As of 11/12/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/15/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.8 | 5.4 | 10.6 | 9.4 | 13.0 | 1.1 | 18.1 | 13.8 | -2.5 | 13.1 | 34.6 | 17.2 | 1.6 |
| Sharpe Ratio | NA | 0.31 | 0.78 | 0.7 | 0.89 | -0.01 | 2.22 | 0.92 | -0.17 | 1.07 | 2.79 | 1.21 | 0.18 |
| Draw Down(%) | NA | 11.9 | 15.8 | 19.3 | 19.3 | 11.9 | 3.6 | 12.6 | 12.4 | 9.3 | 6.9 | 10.8 | 12.8 |
| Standard Deviation(%) | NA | 13.4 | 12.7 | 12.9 | 14.3 | 14.1 | 7.9 | 14.9 | 14.9 | 12.3 | 12.4 | 14.2 | 30.8 |
| Treynor Ratio | NA | 0.04 | 0.1 | 0.09 | 0.13 | 0.0 | 0.18 | 0.14 | -0.03 | 0.14 | 0.35 | 0.18 | 0.06 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 0.96 | 0.97 | 0.97 | 0.97 | 0.96 | 1.0 | 0.97 | 0.97 | 0.96 | 0.99 | 0.96 | 0.98 |
| RSquared | NA | 0.98 | 0.99 | 0.98 | 0.99 | 0.98 | 0.98 | 0.99 | 0.99 | 0.95 | 0.99 | 0.99 | 1.0 |
| Yield(%) | N/A | 2.7 | 3.1 | 3.1 | N/A | 0.7 | 2.6 | 2.5 | 4.0 | 2.8 | 2.2 | 2.0 | 0.0 |
| Dividend Growth(%) | N/A | 53.0 | 59.0 | N/A | N/A | -67.0 | 18.1 | -42.4 | 56.3 | 66.9 | 29.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2011
Calculate Performance
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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