Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FECGX (Fidelity Small Cap Growth Index Fund) | 18.59% | 39.54% | 19.23% | 6.10% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 07/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FECGX (Fidelity Small Cap Growth Index Fund) | 07/18/2019 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.11 | 39.54 | 19.23 | 6.10 | NA | NA | NA | … | … | 18.59 | 13.04 | 15.26 | 18.90 | -26.17 | 2.83 | 34.41 | 6.58 |
| Sharpe Ratio | NA | 1.82 | 0.74 | 0.14 | NA | NA | NA | … | … | 2.03 | 0.41 | 0.55 | 0.78 | -0.85 | 0.12 | 0.83 | 0.85 |
| Standard Deviation(%) | NA | 21.33 | 22.49 | 24.51 | NA | NA | NA | … | … | 23.40 | 24.99 | 21.33 | 19.71 | 32.52 | 24.04 | 41.04 | 16.18 |
| Draw Down(%) | NA | 14.81 | 28.45 | 40.34 | NA | NA | NA | … | … | 14.81 | 25.88 | 11.61 | 19.48 | 34.37 | 16.94 | 40.32 | 8.78 |
| Yield(%) | 0.00 | 0.63 | 1.06 | 1.26 | 1.09 | 0.73 | 0.55 | … | … | 0.00 | 0.61 | 1.44 | 0.97 | 0.58 | 3.46 | 1.32 | 0.30 |
Data as of 06/04/2026, Common starting date is 07/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FECGX (Fidelity Small Cap Growth Index Fund) |
-5.89%
Jan 2021 – Jan 2024 |
1.74%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FECGX (Fidelity Small Cap Growth Index Fund) |
20.31%
May 2023 – May 2026 |
10.86%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
