Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIMVX (Fidelity Mid Cap Value Index Fund) | 12.83% | 23.39% | 16.04% | 8.25% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 07/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIMVX (Fidelity Mid Cap Value Index Fund) | 07/18/2019 | 06/10/2026 |
| 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 (%) | -2.01 | 23.39 | 16.04 | 8.25 | NA | NA | NA | … | … | 12.83 | 11.01 | 13.02 | 12.75 | -12.08 | 28.21 | 4.74 | 7.04 |
| Sharpe Ratio | NA | 1.75 | 0.91 | 0.33 | NA | NA | NA | … | … | 2.22 | 0.45 | 0.72 | 0.58 | -0.58 | 1.82 | 0.11 | 1.16 |
| Standard Deviation(%) | NA | 13.30 | 15.34 | 17.33 | NA | NA | NA | … | … | 14.31 | 18.20 | 13.03 | 15.93 | 23.22 | 15.45 | 40.34 | 12.81 |
| Draw Down(%) | NA | 7.52 | 20.40 | 21.23 | NA | NA | NA | … | … | 7.52 | 17.91 | 8.25 | 14.60 | 21.23 | 7.09 | 43.61 | 6.97 |
| Yield(%) | 0.00 | 2.65 | 3.46 | 3.41 | 2.47 | 1.65 | 1.24 | … | … | 0.00 | 2.69 | 4.81 | 2.10 | 2.35 | 6.92 | 1.27 | 0.67 |
Data as of 06/10/2026, 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 |
|---|---|---|---|---|
| FIMVX (Fidelity Mid Cap Value Index Fund) |
3.23%
Apr 2021 – Apr 2024 |
7.91%
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 |
|---|---|---|---|---|
| FIMVX (Fidelity Mid Cap Value Index Fund) |
20.52%
Mar 2020 – Mar 2023 |
16.59%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart