Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSMAX (FIDELITY EXTENDED MARKET INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 0.04% | 14.43% | 12.84% | 11.47% | 8.73% | NA | NA | 12.25% |
Data as of 06/25/2025, AR inception is 09/14/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSMAX (FIDELITY EXTENDED MARKET INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 09/14/2011 | 06/25/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.76 | 14.43 | 12.84 | 11.47 | 8.73 | NA | NA | 12.25 | 0.04 | 16.99 | 25.36 | -26.44 | 12.42 | 32.28 | 28.01 | -9.44 | 18.29 | 16.11 | -3.35 | 7.72 | 38.25 | 18.05 | 3.44 |
| Sharpe Ratio | NA | 0.45 | 0.43 | 0.41 | 0.32 | NA | NA | 0.50 | -0.10 | 0.74 | 1.16 | -0.91 | 0.63 | 0.79 | 1.82 | -0.63 | 1.78 | 0.95 | -0.22 | 0.55 | 2.86 | 1.17 | 0.34 |
| Standard Deviation(%) | NA | 24.69 | 22.23 | 22.88 | 22.58 | NA | NA | 21.12 | 29.07 | 18.10 | 18.93 | 30.67 | 19.61 | 40.35 | 14.55 | 17.26 | 9.98 | 16.82 | 15.34 | 14.09 | 13.38 | 15.47 | 35.05 |
| Draw Down(%) | NA | 26.82 | 26.82 | 36.31 | 41.67 | NA | NA | 41.67 | 24.88 | 9.64 | 15.91 | 31.00 | 12.18 | 41.67 | 7.67 | 24.84 | 4.80 | 16.00 | 14.79 | 11.44 | 6.11 | 11.99 | 14.45 |
| Yield(%) | 0.00 | 0.55 | 1.12 | 3.33 | 4.38 | 6.25 | 4.68 | 7.21 | 0.00 | 0.57 | 1.46 | 1.37 | 7.94 | 2.74 | 5.26 | 5.17 | 6.23 | 5.47 | 5.77 | 4.31 | 3.96 | 5.28 | 2.24 |
Data as of 06/25/2025, AR inception is 09/14/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMAX (FIDELITY EXTENDED MARKET INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
-2.62%
Apr 2021 - Apr 2024 |
1.01%
Mar 2015 - Mar 2020 |
6.92%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSMAX (FIDELITY EXTENDED MARKET INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
23.93%
Dec 2018 - Dec 2021 |
19.98%
Feb 2016 - Feb 2021 |
15.39%
Oct 2011 - Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart