Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHSNX (Fidelity Health Savings Index Fund) | 6.05% | 13.81% | 10.29% | 4.05% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 03/16/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHSNX (Fidelity Health Savings Index Fund) | 03/16/2020 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.09 | 13.81 | 10.29 | 4.05 | NA | NA | NA | … | … | 6.05 | 12.26 | 7.18 | 9.32 | -15.16 | 5.15 | 22.01 |
| Sharpe Ratio | NA | 2.19 | 1.19 | 0.23 | NA | NA | NA | … | … | 1.89 | 1.54 | 0.64 | 0.85 | -1.66 | 1.03 | 3.25 |
| Standard Deviation(%) | NA | 5.39 | 6.19 | 6.98 | NA | NA | NA | … | … | 6.87 | 6.11 | 5.56 | 6.73 | 10.01 | 4.97 | 8.64 |
| Draw Down(%) | NA | 4.41 | 6.69 | 19.53 | NA | NA | NA | … | … | 4.41 | 5.73 | 2.83 | 6.69 | 19.09 | 3.42 | 3.65 |
| Yield(%) | 0.00 | 3.14 | 3.25 | 2.85 | 1.98 | 1.32 | 0.99 | … | … | 0.54 | 3.19 | 3.20 | 3.18 | 3.04 | 2.63 | 2.09 |
Data as of 06/04/2026, Common starting date is 03/16/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHSNX (Fidelity Health Savings Index Fund) |
-1.88%
Oct 2020 – Oct 2023 |
3.23%
Jul 2020 – Jul 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHSNX (Fidelity Health Savings Index Fund) |
10.49%
May 2023 – May 2026 |
4.38%
Oct 2020 – Oct 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart