Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FSTVX (FIDELITY TOTAL MARKET INDEX FUND PREMIUM CLASS) | NA | 4.24% | 12.62% | 10.21% | 11.37% | 9.57% | NA | 9.38% |
Data as of 05/30/2023, AR inception is 12/16/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSTVX (FIDELITY TOTAL MARKET INDEX FUND PREMIUM CLASS) | 12/16/2004 | 05/30/2023 |
| 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 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 3.61 | 4.24 | 12.62 | 10.21 | 11.37 | 9.57 | NA | 9.38 | 12.18 | -20.15 | 24.52 | 22.18 | 30.24 | -5.71 | 21.17 | 12.66 | 0.42 | 12.45 | 33.39 | 16.35 | 1.01 | 17.02 | 28.42 | -37.16 | 5.60 | 15.77 | 6.42 | 1.02 |
| Sharpe Ratio | NA | 0.07 | 0.62 | 0.42 | 0.59 | NA | NA | 0.41 | 1.87 | -0.87 | 1.80 | 0.64 | 2.30 | -0.43 | 2.91 | 0.91 | 0.03 | 1.06 | 2.93 | 1.25 | 0.04 | 0.90 | 1.01 | -0.93 | 0.15 | 1.16 | 0.39 | 3.41 |
| Standard Deviation(%) | NA | 21.22 | 19.26 | 21.87 | 17.95 | NA | NA | 19.95 | 15.67 | 24.76 | 13.60 | 34.34 | 12.51 | 16.62 | 7.08 | 13.62 | 15.34 | 11.73 | 11.37 | 13.12 | 24.47 | 18.76 | 27.97 | 40.95 | 16.02 | 10.66 | 10.63 | 8.02 |
| Draw Down(%) | NA | 16.77 | 25.84 | 34.82 | 34.82 | NA | NA | 55.44 | 8.31 | 25.76 | 5.56 | 34.82 | 6.97 | 20.30 | 2.78 | 11.33 | 12.09 | 7.57 | 5.70 | 9.97 | 20.37 | 16.05 | 27.34 | 48.53 | 10.00 | 8.44 | 6.94 | 0.66 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 1.33 | 1.63 | 1.83 | 2.03 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 2.71 | 2.68 | 2.43 | 1.81 | 1.95 | 2.13 | 1.80 | 1.58 | 2.28 | 1.62 | 2.28 | 1.51 | 1.56 | 1.24 |
Data as of 05/30/2023, AR inception is 12/16/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSTVX (FIDELITY TOTAL MARKET INDEX FUND PREMIUM CLASS) |
-15.20%
Feb 2006 - Feb 2009 |
-0.75%
Sep 2006 - Sep 2011 |
6.41%
Jan 2006 - Jan 2016 |
7.48%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSTVX (FIDELITY TOTAL MARKET INDEX FUND PREMIUM CLASS) |
26.46%
Feb 2009 - Feb 2012 |
23.80%
Feb 2009 - Feb 2014 |
16.72%
Feb 2009 - Feb 2019 |
10.96%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart