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FSPGX: FIDELITY LARGE CAP GROWTH INDEX FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 31.75 0.39(1.24%) May 02
Asset Class: | EQUITY |
MyPlanIQ Rating: | (81%) |
Start Date: | 06/17/2016 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 0.18% |
Expenses | 0.03% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 07/09/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 7.6 | 34.3 | 8.8 | 16.8 | 15.7 | 42.7 | -29.2 | 24.7 | 37.0 | 36.4 | -1.6 | 30.1 | 6.7 |
Sharpe Ratio | NA | 1.56 | 2.25 | 0.29 | 0.62 | 0.77 | 2.44 | -1.0 | 1.44 | 1.03 | 2.44 | -0.15 | 3.92 | 1.1 |
Draw Down(%) | NA | 6.7 | 9.8 | 32.7 | 32.7 | 32.7 | 9.8 | 32.3 | 9.7 | 31.4 | 7.9 | 22.0 | 2.4 | 5.4 |
Standard Deviation(%) | NA | 16.0 | 15.1 | 21.8 | 24.4 | 21.3 | 15.9 | 30.6 | 17.2 | 35.6 | 14.4 | 19.8 | 7.6 | 11.4 |
Treynor Ratio | NA | 0.2 | 0.3 | 0.05 | 0.14 | 0.15 | 0.35 | -0.25 | 0.22 | 0.37 | 0.32 | -0.03 | 0.3 | 0.13 |
Alpha | NA | 0.01 | 0.02 | 0.01 | 0.01 | 0.01 | 0.04 | -0.04 | -0.01 | 0.05 | 0.01 | 0.02 | 0.03 | -0.02 |
Beta | NA | 1.25 | 1.15 | 1.17 | 1.07 | 1.07 | 1.1 | 1.2 | 1.12 | 0.98 | 1.1 | 1.14 | 0.97 | 0.93 |
RSquared | NA | 0.87 | 0.85 | 0.93 | 0.92 | 0.92 | 0.87 | 0.96 | 0.8 | 0.93 | 0.95 | 0.96 | 0.82 | 0.93 |
Yield(%) | N/A | 0.0 | 0.9 | 1.4 | 2.1 | N/A | 1.0 | 0.6 | 2.8 | 2.4 | 1.4 | 1.4 | 1.6 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | 16.7 | N/A | N/A | N/A | 16.7 | -72.7 | 57.1 | 133.3 | -5.3 | 11.8 | 466.7 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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