Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLGEX (FIDELITY LARGE CAP GROWTH ENHANCED INDEX FUND FIDELITY LARGE CAP GROWTH ENHANCED INDEX FUND) | NA | 52.14% | 16.32% | 19.89% | 15.74% | 16.98% | NA | … | … |
Data as of 11/28/2023, Common starting date is 05/03/2007
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLGEX (FIDELITY LARGE CAP GROWTH ENHANCED INDEX FUND FIDELITY LARGE CAP GROWTH 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 | 52.14 | 16.32 | 19.89 | 15.74 | 16.98 | NA | … | … | 58.96 | -26.58 | 29.23 | 35.97 | 31.47 | -4.00 | 27.14 | 8.21 | 3.29 | 13.92 | 35.07 | 13.42 | 4.43 | 13.72 | 35.07 | -37.03 | 0.39 |
| Sharpe Ratio | NA | 1.93 | 0.61 | 0.73 | 0.73 | NA | NA | … | … | 2.50 | -0.96 | 1.72 | 1.02 | 2.08 | -0.27 | 3.47 | 0.60 | 0.21 | 1.10 | 3.13 | 1.03 | 0.19 | 0.78 | 1.45 | -1.00 | -0.13 |
| Standard Deviation(%) | NA | 25.10 | 24.10 | 25.50 | 20.47 | NA | NA | … | … | 25.25 | 29.30 | 16.99 | 34.80 | 14.39 | 19.83 | 7.66 | 13.26 | 15.57 | 12.67 | 11.20 | 13.08 | 23.03 | 17.47 | 24.08 | 37.71 | 17.31 |
| Draw Down(%) | NA | 9.63 | 30.30 | 30.30 | 30.30 | NA | NA | … | … | 9.63 | 29.91 | 8.36 | 30.25 | 8.13 | 21.87 | 2.13 | 10.71 | 12.00 | 8.04 | 6.07 | 10.02 | 18.26 | 15.74 | 21.32 | 47.27 | 10.17 |
| Yield(%) | 0.00 | 1.33 | 7.34 | 8.34 | 8.22 | 13.15 | 6.10 | … | … | 0.80 | 0.44 | 16.44 | 6.08 | 4.04 | 7.31 | 5.46 | 1.09 | 4.51 | 8.30 | 7.77 | 1.70 | 1.09 | 1.04 | 1.44 | 0.89 | 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 |
|---|---|---|---|---|
| FLGEX (FIDELITY LARGE CAP GROWTH ENHANCED INDEX FUND FIDELITY LARGE CAP GROWTH ENHANCED INDEX FUND) |
-8.06%
Jun 2007 – Jun 2010 |
1.47%
Oct 2007 – Oct 2012 |
8.03%
Jun 2007 – Jun 2017 |
9.46%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLGEX (FIDELITY LARGE CAP GROWTH ENHANCED INDEX FUND FIDELITY LARGE CAP GROWTH ENHANCED INDEX FUND) |
32.19%
Dec 2018 – Dec 2021 |
23.49%
Oct 2016 – Oct 2021 |
18.59%
Dec 2011 – Dec 2021 |
14.25%
Oct 2008 – Oct 2023 |
Annualized Rolling Returns Comparison Chart