Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUSVX (FIDELITY 500 INDEX FUND PREMIUM CLASS) | NA | -4.17% | 7.45% | 6.22% | 12.41% | NA | NA | … | … |
Data as of 11/12/2018, Common starting date is 09/01/2004
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUSVX (FIDELITY 500 INDEX FUND PREMIUM CLASS) | 09/01/2004 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | -4.17 | 7.45 | 6.22 | 12.41 | NA | NA | … | … | 11.15 | 11.10 | 15.29 | -5.37 | 19.60 | 17.72 | 22.07 | 10.71 | 1.98 | 15.84 | -37.00 | 5.47 | 15.76 | 4.85 | 9.35 |
| Sharpe Ratio | NA | 0.30 | 0.27 | 0.18 | 0.25 | NA | NA | … | … | 0.24 | 0.15 | 0.17 | -0.10 | 0.14 | 0.14 | 0.10 | 0.11 | 0.07 | 0.80 | -0.92 | 0.15 | 1.21 | 0.25 | 2.86 |
| Standard Deviation(%) | NA | 33.01 | 43.82 | 52.53 | 48.90 | NA | NA | … | … | 33.01 | 69.71 | 88.69 | 54.80 | 138.37 | 122.49 | 223.37 | 99.17 | 25.45 | 31.86 | 40.98 | 16.02 | 10.27 | 10.31 | 10.29 |
| Draw Down(%) | NA | 10.15 | 10.15 | 10.15 | 27.19 | NA | NA | … | … | 10.15 | 1.71 | 0.18 | 9.70 | 0.20 | 0.58 | 0.00 | 1.53 | 0.77 | 27.19 | 47.72 | 9.87 | 7.47 | 7.01 | 4.12 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.22 | 0.71 | 0.53 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 1.26 | 1.90 | 2.07 | 1.95 | 1.77 | 0.38 |
Data as of 11/12/2018, Common starting date is 09/01/2004
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) |
-15.11%
Feb 2006 – Feb 2009 |
21.02%
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 |
|---|---|---|---|---|
| FUSVX (FIDELITY 500 INDEX FUND PREMIUM CLASS) |
32.95%
Aug 2015 – Aug 2018 |
21.02%
Oct 2013 – Oct 2018 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart