Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
FSSVX (FIDELITY SMALL CAP INDEX FUND PREMIUM CLASS) | NA | 6.49% | 12.01% | 8.72% | NA | NA | NA | 13.36% |
Data as of 11/12/2018, AR inception is 09/15/2011
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
FSSVX (FIDELITY SMALL CAP INDEX FUND PREMIUM CLASS) | 09/15/2011 | 11/12/2018 |
Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | 0.15 | 6.49 | 12.01 | 8.72 | NA | NA | NA | 13.36 | 2.04 | 14.83 | 21.59 | -4.22 | 5.09 | 38.97 | 16.32 | 3.80 |
Sharpe Ratio | NA | 0.34 | 0.72 | 0.52 | NA | NA | NA | 0.72 | 0.07 | 1.19 | 1.16 | -0.25 | 0.31 | 2.64 | 0.96 | 0.34 |
Standard Deviation(%) | NA | 15.39 | 15.69 | 15.90 | NA | NA | NA | 17.61 | 15.93 | 12.02 | 18.41 | 16.67 | 16.25 | 14.76 | 17.06 | 40.17 |
Draw Down(%) | NA | 15.45 | 20.45 | 25.55 | NA | NA | NA | 25.55 | 15.45 | 6.34 | 15.85 | 15.93 | 12.81 | 5.27 | 12.62 | 14.59 |
Yield(%) | 0.00 | 3.31 | 3.52 | 3.45 | 2.97 | 1.98 | 1.49 | 4.25 | 0.65 | 4.01 | 2.72 | 3.74 | 3.63 | 2.53 | 2.18 | 0.00 |
Data as of 11/12/2018, AR inception is 09/15/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FSSVX (FIDELITY SMALL CAP INDEX FUND PREMIUM CLASS) |
4.34%
Oct 2013 - Oct 2016 |
8.21%
Oct 2013 - Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
FSSVX (FIDELITY SMALL CAP INDEX FUND PREMIUM CLASS) |
19.58%
May 2012 - May 2015 |
15.21%
Nov 2012 - Nov 2017 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart