Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FSSPX (FIDELITY SMALL CAP INDEX FUND INVESTOR CLASS) | 1.01% | 6.79% | 10.65% | 11.31% | 6.61% | NA | NA | 10.28% |
Data as of 07/11/2025, AR inception is 09/14/2011
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FSSPX (FIDELITY SMALL CAP INDEX FUND INVESTOR CLASS) | 09/14/2011 | 07/11/2025 |
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 (%) | 0.94 | 6.79 | 10.65 | 11.31 | 6.61 | NA | NA | 10.28 | 1.01 | 11.70 | 17.11 | -20.28 | 14.67 | 19.99 | 23.66 | -13.79 | 11.83 | 21.37 | -4.36 | 5.01 | 38.71 | 16.12 | 5.23 |
Sharpe Ratio | NA | 0.15 | 0.32 | 0.39 | 0.22 | NA | NA | 0.39 | -0.04 | 0.39 | 0.68 | -0.77 | 0.67 | 0.46 | 1.37 | -0.82 | 0.94 | 1.15 | -0.26 | 0.31 | 2.61 | 0.95 | 0.47 |
Standard Deviation(%) | NA | 24.59 | 22.53 | 23.19 | 23.61 | NA | NA | 22.38 | 26.14 | 20.70 | 20.04 | 28.14 | 21.98 | 43.08 | 16.18 | 18.62 | 11.93 | 18.44 | 16.68 | 16.20 | 14.79 | 17.01 | 39.91 |
Draw Down(%) | NA | 27.46 | 27.46 | 31.87 | 44.41 | NA | NA | 44.41 | 23.77 | 10.02 | 17.96 | 26.92 | 12.26 | 41.72 | 9.38 | 29.19 | 6.35 | 15.92 | 16.00 | 12.83 | 5.35 | 12.63 | 14.59 |
Yield(%) | 0.00 | 0.95 | 1.42 | 2.46 | 2.17 | 3.35 | 2.51 | 3.86 | 0.00 | 1.14 | 1.66 | 0.98 | 4.39 | 1.11 | 1.60 | 1.43 | 1.11 | 2.57 | 3.60 | 3.48 | 2.36 | 2.08 | 0.00 |
Data as of 07/11/2025, 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 |
---|---|---|---|---|
FSSPX (FIDELITY SMALL CAP INDEX FUND INVESTOR CLASS) |
-6.90%
Mar 2017 - Mar 2020 |
-1.64%
Mar 2015 - Mar 2020 |
4.92%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FSSPX (FIDELITY SMALL CAP INDEX FUND INVESTOR CLASS) |
19.43%
May 2012 - May 2015 |
16.26%
Feb 2016 - Feb 2021 |
12.63%
Oct 2011 - Oct 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart