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FSGDX: FIDELITY GLOBAL EX U.S. INDEX FUND PREMIUM CLASS (MUTUAL FUND)
Basic Info
Asset Class: | Foreign Large Blend |
MyPlanIQ Rating: | Not Rated |
Start Date: | 09/15/2011 |
Last Dividend Date: | 12/08/2017 |
12-Mo. Yield | 2.22% |
Expenses | 0.18% |
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Performance Analytics (As of 11/12/2018)
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(%) | -0.5 | -7.2 | 5.7 | 2.2 | 5.0 | -9.7 | 27.3 | 4.6 | -5.7 | -4.4 | 14.2 | 17.7 | -3.1 |
Sharpe Ratio | NA | -0.66 | 0.39 | 0.14 | 0.32 | -0.92 | 3.7 | 0.26 | -0.38 | -0.42 | 1.2 | 1.12 | -0.32 |
Draw Down(%) | NA | 18.8 | 18.8 | 25.7 | 25.7 | 18.8 | 2.2 | 11.9 | 18.7 | 13.3 | 11.2 | 15.9 | 15.2 |
Standard Deviation(%) | NA | 12.7 | 13.2 | 13.0 | 14.6 | 13.4 | 7.3 | 17.0 | 15.1 | 10.6 | 11.8 | 15.8 | 31.7 |
Treynor Ratio | NA | -0.08 | 0.05 | 0.02 | 0.05 | -0.12 | 0.29 | 0.05 | -0.06 | -0.05 | 0.16 | 0.19 | -0.1 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.0 | -0.02 |
Beta | NA | 1.02 | 0.97 | 0.96 | 0.95 | 1.02 | 0.93 | 0.96 | 0.97 | 0.91 | 0.9 | 0.93 | 0.97 |
RSquared | NA | 0.94 | 0.96 | 0.96 | 0.96 | 0.94 | 0.9 | 0.98 | 0.97 | 0.93 | 0.94 | 0.96 | 0.98 |
Yield(%) | N/A | 2.3 | 2.4 | 2.1 | N/A | 0.0 | 2.8 | 2.1 | 2.3 | 2.4 | 1.9 | 1.7 | 0.0 |
Dividend Growth(%) | N/A | 40.9 | 17.9 | N/A | N/A | -100.0 | 40.9 | -15.4 | -10.3 | 38.1 | 23.5 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2011
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