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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FUSVX (FIDELITY 500 INDEX FUND PREMIUM CLASS) NA 7.28% 12.14% 11.20% 14.63% NA NA 8.59%
Data as of 11/12/2018, AR inception is 10/07/2004
More Performance Analytics Comparison
Name Start Date End Date
FUSVX (FIDELITY 500 INDEX FUND PREMIUM CLASS) 10/07/2004 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 2010 2009 2008 2007 2006 2005 2004
Annualized Return (%) 0.00 7.28 12.14 11.20 14.63 NA NA 8.59 3.42 21.60 11.92 1.35 13.62 32.33 15.97 2.06 14.54 26.56 -37.01 5.46 15.75 4.85 6.81
Sharpe Ratio NA 0.43 0.94 0.86 0.81 NA NA 0.41 0.18 3.16 0.89 0.09 1.19 2.92 1.26 0.09 0.80 0.97 -0.92 0.15 1.25 0.26 3.03
Standard Deviation(%) NA 14.23 12.22 12.59 17.70 NA NA 18.56 15.06 6.67 13.11 15.51 11.40 11.07 12.76 23.37 18.06 27.20 41.02 16.03 10.04 10.31 10.27
Draw Down(%) NA 10.10 12.64 12.97 27.19 NA NA 55.26 10.10 2.74 10.28 12.03 7.30 5.58 9.60 18.66 15.66 27.19 47.72 9.87 7.47 7.01 3.14
Yield(%) 0.00 2.05 2.60 2.82 4.42 2.80 2.10 3.00 1.46 2.14 2.76 2.76 2.31 2.29 2.39 2.00 1.57 2.41 1.90 2.06 1.95 1.77 0.37
Data as of 11/12/2018, AR inception is 10/07/2004
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUSVX (FIDELITY 500 INDEX FUND PREMIUM CLASS) -15.12%
Feb 2006 - Feb 2009 		-1.28%
Sep 2006 - Sep 2011 		6.37%
Feb 2006 - Feb 2016 		0.00%
NA
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
FUSVX (FIDELITY 500 INDEX FUND PREMIUM CLASS) 25.37%
Feb 2009 - Feb 2012 		22.87%
Feb 2009 - Feb 2014 		13.14%
Oct 2008 - Oct 2018 		0.00%
NA
Annualized Rolling Returns Comparison Chart