Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FDFIX (Fidelity Flex 500 Index Fund) | 10.87% | 27.74% | 22.44% | 13.84% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/10/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FDFIX (Fidelity Flex 500 Index Fund) | 03/10/2017 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.47 | 27.74 | 22.44 | 13.84 | NA | NA | NA | … | … | 10.87 | 17.59 | 25.06 | 26.27 | -18.10 | 28.58 | 18.46 | 31.46 | -4.43 | 14.54 |
| Sharpe Ratio | NA | 2.19 | 1.33 | 0.68 | NA | NA | NA | … | … | 1.89 | 0.79 | 1.69 | 1.74 | -0.81 | 2.18 | 0.52 | 2.40 | -0.34 | 2.60 |
| Standard Deviation(%) | NA | 11.96 | 14.84 | 16.91 | NA | NA | NA | … | … | 13.59 | 18.66 | 12.70 | 13.13 | 24.23 | 13.10 | 34.65 | 12.51 | 17.04 | 6.74 |
| Draw Down(%) | NA | 8.99 | 18.76 | 24.51 | NA | NA | NA | … | … | 8.99 | 18.76 | 8.43 | 9.96 | 24.51 | 5.14 | 33.77 | 6.61 | 19.33 | 2.28 |
| Yield(%) | 0.00 | 0.99 | 1.59 | 1.58 | 2.29 | 1.53 | 1.15 | … | … | 0.00 | 1.29 | 1.56 | 1.84 | 1.36 | 1.63 | 1.76 | 2.30 | 2.01 | 1.05 |
Data as of 06/04/2026, Common starting date is 03/10/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDFIX (Fidelity Flex 500 Index Fund) |
7.65%
Dec 2019 – Dec 2022 |
9.23%
Sep 2017 – Sep 2022 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FDFIX (Fidelity Flex 500 Index Fund) |
26.04%
Dec 2018 – Dec 2021 |
18.58%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart