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FSKAX: Fidelity Total Market Index Fund (MUTUAL FUND)
Basic Info 168.59 1.46(0.87%) June 26
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (4%) |
| Start Date: | 09/15/2011 |
| Last Dividend Date: | 04/11/2025 |
| 12-Mo. Yield | 1.18% |
| Expenses | 0.01% |
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Performance Analytics (As of 06/24/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/15/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.7 | 4.6 | 14.1 | 19.0 | 15.5 | 12.5 | 14.2 | 23.9 | 26.1 | -19.5 | 25.7 | 20.8 | 30.9 | -5.3 | 21.2 | 12.7 | 0.4 | 12.5 | 33.4 | 16.4 | 4.2 |
| Sharpe Ratio | NA | 0.21 | 0.51 | 0.77 | 0.77 | 0.59 | 0.74 | 1.55 | 1.66 | -0.84 | 1.86 | 0.58 | 2.32 | -0.4 | 2.91 | 0.91 | 0.03 | 1.06 | 2.94 | 1.26 | 0.53 |
| Draw Down(%) | NA | 19.4 | 19.4 | 19.4 | 25.4 | 35.0 | 35.0 | 8.6 | 10.8 | 25.4 | 5.2 | 35.0 | 6.8 | 20.3 | 2.8 | 11.3 | 12.1 | 7.6 | 5.7 | 10.0 | 10.5 |
| Standard Deviation(%) | NA | 25.1 | 20.2 | 17.7 | 18.0 | 18.9 | 17.7 | 13.0 | 13.6 | 25.0 | 13.8 | 35.2 | 12.7 | 17.0 | 7.1 | 13.6 | 15.3 | 11.7 | 11.4 | 13.1 | 28.7 |
| Treynor Ratio | NA | 0.05 | 0.1 | 0.14 | 0.14 | 0.11 | 0.13 | 0.2 | 0.22 | -0.21 | 0.25 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.15 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | 1.0 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.02 | 1.01 | 1.03 | 1.01 | 1.01 | 0.99 | 1.05 | 1.03 | 0.99 | 1.01 | 1.02 | 1.02 | 1.04 |
| RSquared | NA | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 |
| Yield(%) | N/A | 0.1 | 1.2 | 1.7 | 2.0 | 2.7 | N/A | 1.5 | 1.8 | 1.3 | 1.4 | 1.7 | 2.5 | 2.3 | 2.7 | 2.7 | 2.4 | 1.8 | 2.0 | 2.2 | 1.6 |
| Dividend Growth(%) | N/A | -94.4 | -7.4 | 16.5 | 0.6 | N/A | N/A | 2.9 | 8.0 | 12.2 | -1.5 | -11.2 | -2.2 | 1.0 | 13.4 | 7.1 | 49.3 | 17.7 | 4.7 | 42.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2011
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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