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FSTVX: FIDELITY TOTAL MARKET INDEX FUND PREMIUM CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/16/2004 |
| Last Dividend Date: | 12/15/2017 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.04% |
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Performance Analytics (As of 05/30/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/16/2004 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 3.6 | 4.2 | 12.8 | 10.2 | 11.4 | 9.6 | 9.1 | 12.2 | -20.0 | 24.5 | 22.2 | 30.2 | -5.7 | 21.1 | 12.7 | 0.5 | 12.5 | 33.4 | 16.4 | 1.0 | 17.0 | 28.4 | -37.2 | 5.6 | 15.8 | 6.4 | 1.0 |
| Sharpe Ratio | NA | 0.05 | 0.61 | 0.41 | 0.59 | NA | 0.41 | 1.79 | -0.87 | 1.83 | 0.62 | 2.3 | -0.42 | 2.91 | 0.91 | 0.03 | 1.06 | 2.93 | 1.25 | 0.04 | 0.9 | 1.01 | -0.93 | 0.16 | 1.17 | 0.4 | 3.43 |
| Draw Down(%) | NA | 16.8 | 25.8 | 34.8 | 34.8 | NA | 55.4 | 8.3 | 25.8 | 5.6 | 34.8 | 7.0 | 20.3 | 2.8 | 11.3 | 12.1 | 7.6 | 5.7 | 10.0 | 20.4 | 16.0 | 27.3 | 48.5 | 10.0 | 8.4 | 6.9 | 0.7 |
| Standard Deviation(%) | NA | 21.2 | 19.3 | 21.9 | 18.0 | NA | 19.9 | 15.7 | 24.8 | 13.6 | 34.4 | 12.5 | 16.6 | 7.1 | 13.6 | 15.3 | 11.7 | 11.4 | 13.1 | 24.5 | 18.8 | 28.0 | 40.9 | 16.0 | 10.7 | 10.6 | 8.0 |
| Treynor Ratio | NA | 0.01 | 0.12 | 0.09 | 0.11 | NA | 0.08 | 0.27 | -0.21 | 0.24 | 0.21 | 0.28 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.01 | 0.16 | 0.28 | -0.38 | 0.03 | 0.12 | 0.04 | 0.26 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.01 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | -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 | 0.0 |
| Beta | NA | 1.01 | 1.01 | 1.01 | 1.01 | NA | 1.01 | 1.02 | 1.01 | 1.02 | 1.0 | 1.01 | 0.96 | 1.05 | 1.03 | 0.99 | 1.0 | 1.02 | 1.02 | 1.03 | 1.03 | 1.02 | 1.0 | 1.01 | 1.04 | 1.03 | 1.07 |
| RSquared | NA | 0.98 | 0.99 | 0.99 | 0.99 | NA | 0.99 | 0.94 | 1.0 | 0.98 | 1.0 | 0.99 | 0.96 | 0.99 | 0.99 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 1.3 | 1.6 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 2.7 | 2.7 | 2.4 | 1.8 | 1.9 | 2.1 | 1.8 | 1.6 | 2.3 | 1.6 | 2.3 | 1.5 | 1.6 | 1.2 |
| Dividend Growth(%) | N/A | N/A | -100.0 | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | 13.6 | 6.6 | 49.8 | 17.7 | 5.4 | 17.8 | 31.0 | -13.8 | -10.0 | -27.7 | 69.7 | 4.3 | 24.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/16/2004
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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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