Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIOOX (FIDELITY SERIES 1000 VALUE INDEX FUND FIDELITY SERIES 1000 VALUE INDEX FUND) | 12.84% | 27.51% | 18.28% | 10.19% | 11.23% | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 11/20/2013
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIOOX (FIDELITY SERIES 1000 VALUE INDEX FUND FIDELITY SERIES 1000 VALUE INDEX FUND) | 11/20/2013 | 06/05/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.72 | 27.51 | 18.28 | 10.19 | 11.23 | NA | NA | … | … | 12.84 | 15.95 | 14.34 | 11.60 | -7.56 | 25.23 | 2.85 | 26.60 | -8.23 | 13.68 | 17.19 | -3.85 | 17.41 | 3.18 |
| Sharpe Ratio | NA | 2.41 | 1.23 | 0.53 | 0.56 | NA | NA | … | … | 2.83 | 0.83 | 0.98 | 0.62 | -0.44 | 1.92 | 0.07 | 2.18 | -0.64 | 1.80 | 1.21 | -0.25 | 1.48 | 3.68 |
| Standard Deviation(%) | NA | 10.81 | 13.00 | 14.85 | 17.44 | NA | NA | … | … | 12.12 | 15.84 | 10.97 | 12.94 | 20.40 | 13.16 | 36.82 | 11.55 | 15.17 | 7.27 | 14.02 | 15.55 | 11.73 | 9.22 |
| Draw Down(%) | NA | 6.85 | 15.66 | 19.02 | 38.31 | NA | NA | … | … | 6.85 | 14.62 | 7.78 | 11.54 | 19.02 | 5.93 | 38.31 | 6.77 | 18.29 | 4.22 | 10.59 | 13.51 | 7.75 | 1.77 |
| Yield(%) | 0.00 | 3.79 | 4.34 | 4.31 | 5.54 | 4.99 | 3.74 | … | … | 0.00 | 4.10 | 3.65 | 4.61 | 3.87 | 7.31 | 2.58 | 8.06 | 4.34 | 4.43 | 2.87 | 6.09 | 8.11 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/20/2013
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIOOX (FIDELITY SERIES 1000 VALUE INDEX FUND FIDELITY SERIES 1000 VALUE INDEX FUND) |
-2.12%
Mar 2017 – Mar 2020 |
1.89%
Mar 2015 – Mar 2020 |
8.37%
Apr 2015 – Apr 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIOOX (FIDELITY SERIES 1000 VALUE INDEX FUND FIDELITY SERIES 1000 VALUE INDEX FUND) |
19.49%
May 2023 – May 2026 |
16.18%
Mar 2020 – Mar 2025 |
11.93%
Feb 2016 – Feb 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart