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FSSPX: FIDELITY SMALL CAP INDEX FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 27.85 0.37(1.35%) July 02
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: | (18%) |
| Start Date: | 09/14/2011 |
| Last Dividend Date: | 12/20/2024 |
| 12-Mo. Yield | 1.12% |
| Expenses | 0.38% |
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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 | Since 09/14/2011 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 4.3 | 0.6 | 11.4 | 10.4 | 11.1 | 6.1 | 9.4 | 11.7 | 17.1 | -20.3 | 11.7 | 20.0 | 23.7 | -13.8 | 11.8 | 21.4 | -4.4 | 5.0 | 38.7 | 16.1 | 5.2 |
| Sharpe Ratio | NA | -0.26 | 0.2 | 0.24 | 0.36 | 0.19 | 0.37 | 0.25 | 0.65 | -0.77 | 0.53 | 0.46 | 1.38 | -0.81 | 0.94 | 1.15 | -0.26 | 0.31 | 2.61 | 0.95 | 0.47 |
| Draw Down(%) | NA | 23.8 | 27.5 | 27.5 | 33.6 | 44.4 | 44.4 | 10.0 | 18.0 | 26.9 | 14.5 | 41.7 | 9.4 | 29.2 | 6.3 | 15.9 | 16.0 | 12.8 | 5.3 | 12.6 | 14.6 |
| Standard Deviation(%) | NA | 26.7 | 24.7 | 22.6 | 23.3 | 23.6 | 22.4 | 20.7 | 20.0 | 28.1 | 22.2 | 43.1 | 16.2 | 18.6 | 11.9 | 18.4 | 16.7 | 16.2 | 14.8 | 17.0 | 39.9 |
| Treynor Ratio | NA | -0.07 | 0.05 | 0.05 | 0.08 | 0.04 | 0.08 | 0.04 | 0.12 | -0.21 | 0.1 | 0.19 | 0.21 | -0.14 | 0.1 | 0.2 | -0.04 | 0.05 | 0.36 | 0.16 | 0.18 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.03 | 0.0 | -0.02 | -0.02 | -0.02 | 0.01 | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 |
| Beta | NA | 0.98 | 1.06 | 1.06 | 1.08 | 1.06 | 1.06 | 1.19 | 1.06 | 1.02 | 1.15 | 1.05 | 1.08 | 1.07 | 1.13 | 1.08 | 1.07 | 1.1 | 1.07 | 1.04 | 1.06 |
| RSquared | NA | 0.96 | 0.95 | 0.96 | 0.96 | 0.97 | 0.97 | 0.96 | 0.97 | 0.99 | 0.94 | 0.98 | 0.96 | 0.95 | 0.93 | 0.97 | 0.97 | 0.94 | 0.97 | 0.99 | 1.0 |
| Yield(%) | N/A | 0.0 | 1.0 | 1.4 | 1.6 | 1.8 | N/A | 1.1 | 1.7 | 1.0 | 1.4 | 1.1 | 1.6 | 1.4 | 1.1 | 2.6 | 3.6 | 3.5 | 2.4 | 2.1 | 0.0 |
| Dividend Growth(%) | N/A | -100.0 | -18.8 | 15.9 | -9.5 | N/A | N/A | -20.9 | 31.5 | -21.3 | 48.3 | -15.8 | -5.4 | 43.4 | -47.2 | -35.4 | 5.6 | 93.5 | 30.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/14/2011
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