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FSEMX: FIDELITY EXTENDED MARKET INDEX FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 12.08 0.02(0.17%) April 18
Asset Class: | MID-CAP BLEND |
MyPlanIQ Rating: | (75%) |
Start Date: | 11/05/1997 |
Last Dividend Date: | 12/15/2023 |
12-Mo. Yield | 0.00% |
Expenses | 0.10% |
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Performance Analytics (As of 04/17/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/05/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -4.6 | -1.4 | 12.6 | -0.4 | 7.2 | -10.8 | -1.1 | -1.1 | 0.1 | 18.1 | -18.0 | 21.3 | 15.5 | 25.8 | -86.8 | 18.2 | 16.1 | -3.4 | 7.7 | 38.2 | 18.0 | -3.8 | 27.3 | 36.7 | -38.4 | 5.5 | 15.3 | 10.0 | 18.1 | 42.8 | -17.6 | -8.8 | -15.8 | 27.1 | 6.0 | 0.8 |
Sharpe Ratio | NA | 0.1 | 0.77 | -0.06 | 0.24 | -0.18 | NA | NA | -0.03 | 0.75 | -0.72 | 1.14 | 0.37 | 1.67 | -0.45 | 1.77 | 0.94 | -0.22 | 0.53 | 2.85 | 1.17 | -0.13 | 1.21 | 1.13 | -0.92 | 0.15 | 0.88 | 0.62 | 1.23 | 2.69 | -0.85 | -0.45 | -0.56 | 1.43 | 0.13 | 0.11 |
Draw Down(%) | NA | 5.3 | 16.4 | 28.2 | 42.7 | 91.4 | NA | NA | 91.4 | 16.4 | 25.0 | 10.4 | 42.7 | 8.5 | 89.0 | 4.8 | 16.0 | 14.8 | 11.4 | 6.1 | 12.0 | 27.3 | 18.4 | 28.7 | 53.0 | 11.4 | 11.9 | 7.9 | 12.2 | 11.6 | 31.4 | 33.1 | 36.4 | 11.6 | 32.7 | 4.8 |
Standard Deviation(%) | NA | 16.9 | 17.6 | 21.4 | 25.8 | 64.9 | NA | NA | 43.9 | 18.7 | 27.0 | 18.7 | 41.0 | 14.6 | 194.9 | 10.0 | 16.8 | 15.3 | 14.6 | 13.4 | 15.5 | 29.7 | 22.5 | 32.4 | 42.6 | 16.5 | 13.8 | 12.6 | 13.9 | 15.7 | 22.1 | 25.0 | 35.5 | 16.7 | 20.5 | 14.6 |
Treynor Ratio | NA | 0.01 | 0.11 | -0.01 | 0.06 | -0.1 | NA | NA | -0.01 | 0.12 | -0.19 | 0.19 | 0.14 | 0.22 | -0.57 | 0.15 | 0.15 | -0.04 | 0.07 | 0.37 | 0.18 | -0.04 | 0.27 | 0.37 | -0.42 | 0.03 | 0.11 | 0.08 | 0.16 | 0.45 | -0.22 | -0.11 | -0.18 | 0.29 | 0.03 | 0.0 |
Alpha | NA | -0.04 | -0.01 | -0.01 | -0.01 | -0.04 | NA | NA | -0.02 | 0.0 | 0.01 | -0.02 | -0.01 | -0.02 | -0.32 | -0.02 | 0.02 | -0.01 | -0.03 | 0.0 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.03 | -0.02 | -0.02 | -0.09 | 0.06 | -0.01 | NA |
Beta | NA | 1.32 | 1.26 | 1.09 | 1.09 | 1.12 | NA | NA | 1.03 | 1.17 | 1.03 | 1.13 | 1.08 | 1.09 | 1.54 | 1.19 | 1.07 | 0.98 | 1.1 | 1.05 | 1.02 | 1.08 | 1.03 | 0.99 | 0.94 | 0.98 | 1.08 | 1.01 | 1.07 | 0.94 | 0.86 | 1.06 | 1.09 | 0.82 | 0.94 | NA |
RSquared | NA | 0.9 | 0.9 | 0.92 | 0.93 | 0.37 | NA | NA | 0.61 | 0.91 | 0.97 | 0.82 | 0.95 | 0.91 | 0.08 | 0.88 | 0.95 | 0.94 | 0.9 | 0.95 | 0.96 | 0.99 | 0.97 | 0.98 | 0.98 | 0.97 | 0.97 | 0.95 | 0.94 | 0.96 | 0.97 | 0.93 | 0.79 | 0.7 | 0.78 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1997
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