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FSMAX: FIDELITY EXTENDED MARKET INDEX FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 94.35 0.25(0.27%) July 08
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 09/14/2011 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 0.55% |
| Expenses | 0.03% |
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Performance Analytics (As of 07/07/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/14/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.6 | 3.8 | 18.1 | 15.3 | 12.0 | 9.3 | 11.8 | 17.0 | 25.4 | -26.4 | 12.4 | 32.3 | 28.0 | -9.4 | 18.3 | 16.1 | -3.3 | 7.7 | 38.3 | 18.0 | 3.4 |
| Sharpe Ratio | NA | 0.22 | 0.62 | 0.55 | 0.44 | 0.36 | 0.51 | 0.74 | 1.16 | -0.91 | 0.63 | 0.79 | 1.82 | -0.63 | 1.78 | 0.95 | -0.22 | 0.55 | 2.86 | 1.17 | 0.34 |
| Draw Down(%) | NA | 24.9 | 26.8 | 26.8 | 36.3 | 41.7 | 41.7 | 9.6 | 15.9 | 31.0 | 12.2 | 41.7 | 7.7 | 24.8 | 4.8 | 16.0 | 14.8 | 11.4 | 6.1 | 12.0 | 14.5 |
| Standard Deviation(%) | NA | 28.5 | 24.7 | 22.2 | 22.8 | 22.6 | 21.1 | 18.1 | 18.9 | 30.7 | 19.6 | 40.3 | 14.5 | 17.3 | 10.0 | 16.8 | 15.3 | 14.1 | 13.4 | 15.5 | 35.0 |
| Treynor Ratio | NA | 0.05 | 0.12 | 0.1 | 0.08 | 0.07 | 0.1 | 0.1 | 0.18 | -0.24 | 0.1 | 0.3 | 0.24 | -0.11 | 0.15 | 0.15 | -0.03 | 0.07 | 0.37 | 0.18 | 0.11 |
| Alpha | NA | -0.03 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.02 | -0.02 | -0.06 | 0.04 | -0.02 | 0.0 | -0.02 | 0.02 | -0.01 | -0.02 | 0.0 | 0.01 | 0.0 |
| Beta | NA | 1.23 | 1.28 | 1.21 | 1.2 | 1.12 | 1.11 | 1.36 | 1.2 | 1.16 | 1.23 | 1.06 | 1.1 | 1.03 | 1.2 | 1.07 | 0.98 | 1.07 | 1.05 | 1.02 | 1.11 |
| RSquared | NA | 0.92 | 0.91 | 0.92 | 0.92 | 0.93 | 0.93 | 0.89 | 0.93 | 0.95 | 0.88 | 0.95 | 0.93 | 0.95 | 0.89 | 0.95 | 0.94 | 0.9 | 0.95 | 0.96 | 0.98 |
| Yield(%) | N/A | 0.0 | 0.5 | 1.1 | 3.2 | 4.5 | N/A | 0.6 | 1.5 | 1.4 | 7.9 | 2.7 | 5.3 | 5.2 | 6.2 | 5.5 | 5.8 | 4.3 | 4.0 | 5.3 | 2.2 |
| Dividend Growth(%) | N/A | -100.0 | -47.0 | -79.0 | -36.4 | N/A | N/A | -52.0 | -23.7 | -81.6 | 265.8 | -36.1 | -13.5 | -7.2 | 29.2 | -15.3 | 39.5 | 40.6 | -14.4 | 141.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/14/2011
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See MID-CAP BLEND Asset Class Trend Rankings |
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