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FSCLX: FIDELITY MID CAP INDEX FUND INVESTOR 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 | 0.00% |
Expenses | 0.28% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/15/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.0 | 3.7 | 6.2 | 12.9 | 1.0 | 17.9 | 13.6 | -2.6 | 13.0 | 34.5 | 17.0 | 1.6 |
Sharpe Ratio | NA | 0.3 | 0.77 | 0.69 | 0.88 | -0.01 | 2.21 | 0.9 | -0.18 | 1.06 | 2.77 | 1.2 | 0.18 |
Draw Down(%) | NA | 11.8 | 15.7 | 19.4 | 19.4 | 11.8 | 3.6 | 12.6 | 12.5 | 9.4 | 6.9 | 10.8 | 12.9 |
Standard Deviation(%) | NA | 13.4 | 12.7 | 12.9 | 14.3 | 14.1 | 7.9 | 14.8 | 14.9 | 12.2 | 12.4 | 14.2 | 30.9 |
Treynor Ratio | NA | 0.04 | 0.1 | 0.09 | 0.13 | 0.0 | 0.17 | 0.14 | -0.03 | 0.14 | 0.35 | 0.18 | 0.06 |
Alpha | NA | 0.01 | 0.0 | 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 | 0.99 | 0.97 | 0.98 | 0.96 | 0.99 | 0.95 | 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 | 2.6 | 3.0 | 3.0 | N/A | 0.7 | 2.5 | 2.4 | 3.8 | 2.7 | 2.0 | 1.9 | 0.0 |
Dividend Growth(%) | N/A | 55.9 | 63.4 | N/A | N/A | -68.9 | 18.4 | -43.3 | 59.5 | 75.0 | 20.0 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2011
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See MID-CAP BLEND Asset Class Trend Rankings |
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