Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLCEX (FIDELITY LARGE CAP CORE ENHANCED INDEX FUND FIDELITY LARGE CAP CORE ENHANCED INDEX FUND) | NA | -3.25% | 4.04% | 8.43% | 9.44% | 11.96% | NA | … | … |
Data as of 11/28/2023, Common starting date is 05/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLCEX (FIDELITY LARGE CAP CORE ENHANCED INDEX FUND FIDELITY LARGE CAP CORE ENHANCED INDEX FUND) | 05/03/2007 | 11/28/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -3.25 | 4.04 | 8.43 | 9.44 | 11.96 | NA | … | … | -0.47 | -16.21 | 30.17 | 18.04 | 27.68 | -3.53 | 21.65 | 10.86 | -0.54 | 13.53 | 34.29 | 14.97 | 4.73 | 12.20 | 23.25 | -35.75 | -0.59 |
| Sharpe Ratio | NA | -0.31 | 0.11 | 0.31 | 0.46 | NA | NA | … | … | -0.18 | -0.75 | 2.25 | 0.53 | 2.09 | -0.28 | 2.96 | 0.81 | -0.04 | 1.12 | 3.11 | 1.19 | 0.21 | 0.67 | 0.88 | -0.92 | -0.21 |
| Standard Deviation(%) | NA | 22.40 | 20.09 | 22.60 | 18.42 | NA | NA | … | … | 22.70 | 23.56 | 13.42 | 33.45 | 12.52 | 17.40 | 7.12 | 13.18 | 15.33 | 12.04 | 11.00 | 12.59 | 22.82 | 18.04 | 26.34 | 39.90 | 18.32 |
| Draw Down(%) | NA | 17.21 | 22.71 | 32.62 | 32.62 | NA | NA | … | … | 17.21 | 22.71 | 4.94 | 32.62 | 6.92 | 18.97 | 2.95 | 10.72 | 12.71 | 8.13 | 5.36 | 10.31 | 17.64 | 16.22 | 26.48 | 46.53 | 10.07 |
| Yield(%) | 0.00 | 2.34 | 7.02 | 6.93 | 7.03 | 10.35 | 4.89 | … | … | 1.20 | 1.03 | 16.44 | 2.62 | 2.96 | 6.84 | 4.43 | 1.74 | 3.65 | 6.82 | 19.81 | 2.58 | 0.29 | 1.81 | 1.97 | 1.40 | 0.00 |
Data as of 11/28/2023, Common starting date is 05/03/2007
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLCEX (FIDELITY LARGE CAP CORE ENHANCED INDEX FUND FIDELITY LARGE CAP CORE ENHANCED INDEX FUND) |
-10.34%
Jun 2007 – Jun 2010 |
-0.10%
Jun 2007 – Jun 2012 |
6.69%
Jun 2007 – Jun 2017 |
7.94%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLCEX (FIDELITY LARGE CAP CORE ENHANCED INDEX FUND FIDELITY LARGE CAP CORE ENHANCED INDEX FUND) |
25.19%
Dec 2018 – Dec 2021 |
22.22%
Feb 2009 – Feb 2014 |
16.25%
Sep 2011 – Sep 2021 |
12.22%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart
