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FSTMX: FIDELITY TOTAL MARKET INDEX FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info 17.63 0(0.0%) April 24
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (94%) |
Start Date: | 11/05/1997 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.62% |
Expenses | 0.09% |
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Performance Analytics (As of 04/23/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 11/05/1997 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.1 | 6.1 | 24.2 | 7.2 | 12.8 | -9.4 | -0.6 | -1.2 | 0.2 | 26.2 | -19.2 | 26.0 | 20.5 | 31.1 | -88.5 | 20.3 | 12.6 | 0.4 | 12.4 | 33.4 | 16.3 | 1.0 | 17.0 | 28.4 | -37.2 | 5.6 | 15.7 | 6.4 | 12.2 | 31.2 | -20.6 | -10.8 | -11.0 | 23.3 | 24.0 | 3.2 |
Sharpe Ratio | NA | 0.81 | 1.42 | 0.23 | 0.5 | -0.15 | NA | NA | -0.03 | 1.64 | -0.83 | 1.89 | 0.58 | 2.33 | -0.43 | 2.8 | 0.91 | 0.02 | 1.04 | 2.93 | 1.25 | 0.04 | 0.9 | 1.01 | -0.93 | 0.16 | 1.17 | 0.4 | 0.98 | 1.85 | -0.87 | -0.61 | -0.63 | 1.16 | 1.03 | 1.3 |
Draw Down(%) | NA | 5.7 | 10.8 | 25.1 | 35.0 | 90.7 | NA | NA | 90.7 | 10.8 | 25.1 | 5.1 | 35.0 | 6.8 | 90.3 | 2.9 | 11.4 | 12.1 | 7.6 | 5.7 | 10.0 | 20.4 | 16.0 | 27.3 | 48.5 | 10.0 | 8.4 | 6.9 | 8.5 | 13.3 | 32.2 | 29.5 | 21.0 | 11.7 | 22.1 | 4.8 |
Standard Deviation(%) | NA | 11.9 | 12.1 | 17.9 | 21.8 | 68.8 | NA | NA | 45.4 | 13.5 | 24.9 | 13.7 | 35.1 | 12.7 | 210.9 | 7.0 | 13.6 | 15.3 | 11.9 | 11.4 | 13.1 | 24.5 | 18.8 | 28.0 | 41.0 | 16.0 | 10.7 | 10.6 | 11.5 | 16.5 | 24.9 | 21.9 | 23.9 | 17.3 | 20.0 | 15.3 |
Treynor Ratio | NA | 0.1 | 0.17 | 0.04 | 0.11 | -0.1 | NA | NA | -0.01 | 0.22 | -0.21 | 0.25 | 0.2 | 0.29 | -0.57 | 0.19 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.16 | 0.28 | -0.38 | 0.03 | 0.12 | 0.04 | 0.11 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | -0.04 | NA | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.35 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | NA | NA | NA | NA | NA | NA | NA |
Beta | NA | 1.02 | 1.01 | 1.01 | 1.01 | 1.06 | NA | NA | 1.04 | 1.0 | 1.0 | 1.02 | 1.01 | 1.01 | 1.57 | 1.04 | 1.03 | 0.99 | 1.0 | 1.02 | 1.02 | 1.04 | 1.03 | 1.02 | 1.0 | 1.01 | 1.05 | 1.03 | 1.03 | NA | NA | NA | NA | NA | NA | NA |
RSquared | NA | 0.99 | 0.98 | 0.99 | 0.99 | 0.33 | NA | NA | 0.44 | 0.95 | 1.0 | 0.98 | 1.0 | 0.99 | 0.09 | 0.98 | 0.99 | 1.0 | 0.94 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.92 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 0.0 | 1.5 | 1.4 | 1.9 | 1.1 | 2.6 | 2.0 | N/A | 1.7 | 1.2 | 1.6 | 1.5 | 1.8 | 0.3 | 1.9 | 2.6 | 2.4 | 1.8 | 1.9 | 2.1 | 1.8 | 1.6 | 2.2 | 1.6 | 2.3 | 1.5 | 1.6 | 1.7 | 1.3 | 1.5 | 1.0 | 1.3 | 1.5 | 2.0 | 0.3 |
Dividend Growth(%) | N/A | -100.0 | 4.8 | 93.9 | -81.3 | -3.9 | N/A | N/A | N/A | 4.8 | 0.0 | 23.5 | 6.2 | -33.3 | -80.2 | -20.4 | 7.0 | 51.1 | 17.5 | 3.9 | 18.5 | 30.0 | -13.8 | -9.4 | -28.1 | 71.2 | 2.0 | 0.0 | 59.4 | -27.3 | 37.5 | -33.3 | 0.0 | -5.9 | 537.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/05/1997
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