Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 11/28/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMEIX (FIDELITY MID CAP ENHANCED INDEX FUND FIDELITY MID CAP ENHANCED INDEX FUND) | NA | 2.42% | 5.80% | 8.41% | 8.30% | 12.47% | NA | 8.83% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMEIX (FIDELITY MID CAP ENHANCED INDEX FUND FIDELITY MID CAP ENHANCED INDEX FUND) | 01/07/2008 | 11/28/2023 |
The return data shown below all have the same latest date: 11/28/2023.
AR inception is since 01/07/2008.
AR inception is since 01/07/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 2.42 | 5.80 | 8.41 | 8.30 | 12.47 | NA | 8.83 | 5.64 | -14.24 | 24.06 | 15.37 | 27.38 | -11.94 | 18.40 | 13.49 | -2.42 | 13.08 | 39.88 | 16.49 | -1.63 | 19.35 | 36.18 | -36.67 |
| Sharpe Ratio | NA | -0.11 | 0.19 | 0.30 | 0.39 | NA | NA | 0.34 | 0.12 | -0.62 | 1.48 | 0.40 | 1.96 | -0.82 | 2.09 | 0.87 | -0.16 | 1.02 | 3.19 | 1.18 | -0.06 | 0.89 | 1.20 | -0.90 |
| Standard Deviation(%) | NA | 16.03 | 19.44 | 23.51 | 19.14 | NA | NA | 22.25 | 15.65 | 25.26 | 16.22 | 37.35 | 13.25 | 16.25 | 8.53 | 15.32 | 15.00 | 12.86 | 12.48 | 14.04 | 27.03 | 21.57 | 30.12 | 42.11 |
| Draw Down(%) | NA | 13.96 | 23.25 | 40.10 | 40.10 | NA | NA | 54.05 | 13.96 | 22.34 | 7.52 | 40.10 | 7.33 | 22.06 | 4.00 | 12.71 | 12.40 | 9.24 | 6.22 | 11.44 | 24.88 | 19.05 | 26.77 | 52.47 |
| Yield(%) | 0.00 | 4.20 | 7.64 | 7.62 | 7.07 | 12.33 | 5.64 | 7.52 | 1.08 | 2.83 | 15.25 | 3.83 | 4.73 | 8.44 | 7.27 | 1.47 | 4.83 | 10.02 | 6.70 | 3.38 | 6.59 | 2.62 | 0.00 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMEIX (FIDELITY MID CAP ENHANCED INDEX FUND FIDELITY MID CAP ENHANCED INDEX FUND) |
-2.63%
Mar 2017 - Mar 2020 |
0.48%
Mar 2015 - Mar 2020 |
7.79%
Oct 2013 - Oct 2023 |
8.07%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMEIX (FIDELITY MID CAP ENHANCED INDEX FUND FIDELITY MID CAP ENHANCED INDEX FUND) |
27.92%
Feb 2009 - Feb 2012 |
25.94%
Feb 2009 - Feb 2014 |
16.61%
Feb 2009 - Feb 2019 |
11.14%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison Chart