Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/05/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) | -3.85% | 10.17% | 12.44% | 16.21% | 12.29% | 13.08% | 10.16% | 9.84% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) | 06/20/1996 | 05/05/2025 |
The return data shown below all have the same latest date: 05/05/2025.
AR inception is since 06/20/1996.
AR inception is since 06/20/1996.
| 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 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.22 | 10.17 | 12.44 | 16.21 | 12.29 | 13.08 | 10.16 | 9.84 | -3.85 | 25.01 | 26.29 | -18.14 | 28.71 | 18.42 | 31.32 | -5.03 | 21.50 | 11.87 | 1.31 | 13.59 | 32.25 | 15.93 | 2.03 | 14.52 | 26.51 | -37.03 | 5.43 | 15.72 | 4.85 | 10.73 | 28.50 | -22.42 | -12.05 | -9.18 | 20.63 | 28.51 | 33.04 | 12.99 |
| Sharpe Ratio | NA | 0.36 | 0.45 | 0.79 | 0.57 | NA | NA | 0.41 | -0.44 | 1.45 | 1.70 | -0.81 | 2.19 | 0.52 | 2.40 | -0.38 | 3.14 | 0.89 | 0.08 | 1.19 | 2.91 | 1.26 | 0.09 | 0.80 | 0.97 | -0.92 | 0.15 | 1.25 | 0.26 | 0.88 | 1.63 | -0.91 | -0.68 | -0.60 | 0.97 | 1.24 | 1.61 | 1.90 |
| Standard Deviation(%) | NA | 19.45 | 18.40 | 17.87 | 18.42 | NA | NA | 19.36 | 28.21 | 12.67 | 13.09 | 24.19 | 13.10 | 34.63 | 12.48 | 16.88 | 6.68 | 13.12 | 15.50 | 11.44 | 11.06 | 12.74 | 23.36 | 18.06 | 27.20 | 41.02 | 16.03 | 10.03 | 10.31 | 11.15 | 17.03 | 25.95 | 21.53 | 22.19 | 18.03 | 20.35 | 18.21 | 11.77 |
| Draw Down(%) | NA | 19.02 | 19.02 | 24.50 | 33.79 | NA | NA | 55.27 | 19.02 | 8.45 | 9.93 | 24.50 | 5.12 | 33.79 | 6.62 | 19.69 | 2.75 | 10.28 | 12.04 | 7.30 | 5.58 | 9.59 | 18.69 | 15.64 | 27.19 | 47.74 | 9.89 | 7.45 | 7.01 | 7.49 | 13.80 | 33.22 | 29.19 | 16.56 | 11.86 | 19.19 | 10.76 | 7.20 |
| Yield(%) | 0.00 | 1.11 | 1.56 | 2.16 | 2.74 | 4.19 | 3.63 | 5.30 | 0.00 | 1.55 | 1.81 | 1.36 | 1.57 | 1.84 | 2.51 | 1.87 | 2.06 | 2.71 | 2.71 | 2.26 | 2.24 | 2.36 | 1.97 | 1.55 | 2.37 | 1.88 | 2.03 | 1.92 | 1.76 | 1.88 | 1.68 | 1.00 | 1.14 | 1.03 | 1.98 | 2.48 | 2.95 | 2.10 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) |
-16.29%
Mar 2000 - Mar 2003 |
-6.70%
Feb 2004 - Feb 2009 |
-3.56%
Feb 1999 - Feb 2009 |
3.62%
Aug 2000 - Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) |
29.40%
Jul 1996 - Jul 1999 |
22.83%
Feb 2009 - Feb 2014 |
16.46%
Sep 2011 - Sep 2021 |
15.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart