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FZROX: FIDELITY ZERO TOTAL MARKET INDEX FUND (MUTUAL FUND)
Basic Info 18.16 0.02(0.11%) May 10
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | Not Rated |
Start Date: | 08/03/2018 |
Last Dividend Date: | 12/27/2023 |
12-Mo. Yield | 1.57% |
Expenses | 0.00% |
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Performance Analytics (As of 05/10/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | Since 08/03/2018 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.8 | 9.3 | 28.1 | 8.0 | 13.8 | 12.3 | 26.2 | -19.2 | 26.0 | 20.5 | 31.1 | -11.9 |
Sharpe Ratio | NA | 2.0 | 2.04 | 0.32 | 0.56 | 0.51 | 1.64 | -0.83 | 1.89 | 0.58 | 2.33 | -1.46 |
Draw Down(%) | NA | 5.7 | 10.8 | 25.1 | 35.0 | 35.0 | 10.8 | 25.1 | 5.1 | 35.0 | 6.8 | 20.1 |
Standard Deviation(%) | NA | 12.0 | 11.9 | 17.9 | 21.8 | 21.2 | 13.5 | 24.9 | 13.7 | 35.1 | 12.8 | 19.3 |
Treynor Ratio | NA | 0.24 | 0.24 | 0.06 | 0.12 | 0.11 | 0.22 | -0.2 | 0.25 | 0.2 | 0.29 | -0.28 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 |
Beta | NA | 1.03 | 1.02 | 1.03 | 1.02 | 1.02 | 1.03 | 1.03 | 1.04 | 1.01 | 1.02 | 1.0 |
RSquared | NA | 0.99 | 0.98 | 0.99 | 0.99 | 0.99 | 0.98 | 1.0 | 0.98 | 1.0 | 0.99 | 0.99 |
Yield(%) | N/A | 0.0 | 1.6 | 1.4 | 1.9 | N/A | 1.7 | 1.2 | 1.6 | 1.5 | 1.9 | 0.7 |
Dividend Growth(%) | N/A | -100.0 | 7.6 | N/A | N/A | N/A | 4.8 | 0.0 | 23.5 | 0.0 | 142.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2018
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