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FSGEX: FIDELITY SERIES GLOBAL EX U.S. INDEX FUND FIDELITY SERIES GLOBAL EX U.S. INDEX FUND (MUTUAL FUND)
Basic Info 16.83 0.01(0.06%) July 01
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: | (5%) |
| Start Date: | 10/02/2009 |
| Last Dividend Date: | 12/13/2024 |
| 12-Mo. Yield | 2.89% |
| Expenses | 0.01% |
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Performance Analytics (As of 06/27/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 10/02/2009 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.3 | 18.7 | 18.2 | 13.3 | 10.1 | 5.9 | 6.7 | 6.1 | 5.3 | 15.6 | -15.7 | 7.8 | 10.8 | 21.4 | -14.0 | 27.5 | 4.6 | -5.8 | -4.4 | 14.2 | 18.0 | -14.1 | 10.9 | 7.6 |
| Sharpe Ratio | NA | 2.14 | 0.93 | 0.67 | 0.55 | 0.27 | NA | 0.3 | -0.1 | 0.92 | -0.83 | 0.61 | 0.35 | 1.88 | -1.1 | 3.73 | 0.26 | -0.38 | -0.42 | 1.2 | 1.15 | -0.54 | 0.53 | 1.73 |
| Draw Down(%) | NA | 13.3 | 13.3 | 16.0 | 29.7 | 34.7 | NA | 34.7 | 8.6 | 11.7 | 28.5 | 7.1 | 34.1 | 8.1 | 22.2 | 2.2 | 11.9 | 18.7 | 13.3 | 11.2 | 16.0 | 26.8 | 17.8 | 6.6 |
| Standard Deviation(%) | NA | 18.3 | 16.0 | 14.9 | 15.2 | 16.5 | NA | 16.9 | 12.1 | 12.4 | 20.6 | 12.8 | 29.7 | 10.6 | 14.0 | 7.2 | 17.0 | 15.1 | 10.6 | 11.8 | 15.8 | 26.2 | 20.5 | 20.1 |
| Treynor Ratio | NA | 0.4 | 0.15 | 0.11 | 0.09 | 0.05 | NA | 0.06 | -0.01 | 0.12 | -0.18 | 0.08 | 0.14 | 0.2 | -0.15 | 0.29 | 0.05 | -0.06 | -0.05 | 0.16 | 0.19 | -0.15 | 0.11 | 0.34 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | -0.02 | -0.02 | 0.02 | 0.0 | 0.0 | 0.01 | 0.01 | -0.01 | 0.0 | -0.01 | 0.01 | -0.01 | 0.01 | 0.02 |
| Beta | NA | 0.97 | 0.97 | 0.93 | 0.94 | 0.91 | NA | 0.92 | 0.95 | 0.93 | 0.94 | 0.95 | 0.76 | 0.98 | 1.03 | 0.92 | 0.96 | 0.97 | 0.91 | 0.9 | 0.93 | 0.95 | 0.95 | 1.01 |
| RSquared | NA | 0.95 | 0.95 | 0.95 | 0.94 | 0.8 | NA | 0.87 | 0.94 | 0.95 | 0.96 | 0.9 | 0.49 | 0.96 | 0.97 | 0.89 | 0.98 | 0.97 | 0.93 | 0.94 | 0.96 | 0.98 | 0.98 | 0.97 |
| Yield(%) | N/A | 0.0 | 2.9 | 3.1 | 3.0 | 2.7 | 3.3 | N/A | 3.1 | 3.2 | 2.3 | 2.7 | 1.8 | 2.5 | 2.4 | 3.1 | 2.7 | 2.4 | 2.9 | 2.2 | 2.7 | 1.7 | 1.5 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | 5.2 | 28.8 | 22.6 | N/A | N/A | N/A | 5.2 | 17.2 | -12.1 | 61.8 | -12.7 | -12.9 | -3.4 | 20.1 | 0.0 | -23.1 | 42.6 | -5.3 | 36.3 | 22.2 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/02/2009
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