Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FLVSX (Fidelity Series Large Cap Value) | NA | 0.00% | 6.47% | 3.67% | NA | NA | NA | 4.68% |
Data as of 11/19/2014, AR inception is 11/05/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLVSX (Fidelity Series Large Cap Value) | 11/05/2008 | 11/19/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 0.00 | 6.47 | 3.67 | NA | NA | NA | 4.68 | 0.00 | -0.91 | 13.98 | -5.95 | 11.36 | 15.80 | -3.93 |
| Sharpe Ratio | NA | 0.00 | 0.31 | 0.18 | NA | NA | NA | 0.19 | 0.00 | -0.03 | 1.07 | -0.23 | 0.56 | 0.50 | -0.38 |
| Standard Deviation(%) | NA | 1.36 | 18.54 | 20.23 | NA | NA | NA | 24.29 | NA | 28.03 | 13.14 | 25.87 | 20.09 | 31.12 | 62.18 |
| Draw Down(%) | NA | 0.00 | 23.25 | 25.84 | NA | NA | NA | 32.71 | 0.00 | 23.25 | 11.75 | 25.84 | 17.93 | 31.82 | 22.43 |
| Yield(%) | 0.00 | 0.00 | 6.14 | 6.10 | 3.35 | 2.23 | 1.68 | 5.59 | 0.00 | 7.21 | 3.20 | 9.11 | 7.44 | 4.46 | 0.00 |
Data as of 11/19/2014, AR inception is 11/05/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLVSX (Fidelity Series Large Cap Value) |
-0.97%
Apr 2011 - Apr 2014 |
4.01%
Sep 2009 - Sep 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLVSX (Fidelity Series Large Cap Value) |
19.82%
Feb 2009 - Feb 2012 |
12.23%
Feb 2009 - Feb 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart