Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FXAIX (Fidelity 500 Index Fund) | 8.91% | 23.90% | 17.11% | 15.37% | 13.81% | NA | NA | 13.97% |
Data as of 08/07/2025, AR inception is 05/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXAIX (Fidelity 500 Index Fund) | 05/25/2011 | 08/07/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.02 | 23.90 | 17.11 | 15.37 | 13.81 | NA | NA | 13.97 | 8.91 | 25.01 | 26.29 | -18.14 | 28.71 | 18.42 | 31.47 | -4.40 | 21.62 | 11.97 | 1.38 | 13.66 | 32.37 | 15.99 | -3.95 |
| Sharpe Ratio | NA | 0.68 | 0.78 | 0.78 | 0.65 | NA | NA | 0.72 | 0.43 | 1.69 | 1.74 | -0.81 | 2.19 | 0.52 | 2.40 | -0.34 | 3.15 | 0.90 | 0.09 | 1.20 | 2.92 | 1.26 | -0.23 |
| Standard Deviation(%) | NA | 19.49 | 16.97 | 17.37 | 18.45 | NA | NA | 17.60 | 22.57 | 12.67 | 13.09 | 24.19 | 13.10 | 34.63 | 12.49 | 17.11 | 6.68 | 13.12 | 15.51 | 11.40 | 11.07 | 12.74 | 28.49 |
| Draw Down(%) | NA | 18.52 | 18.52 | 24.50 | 33.79 | NA | NA | 33.79 | 18.52 | 8.45 | 9.93 | 24.50 | 5.12 | 33.79 | 6.62 | 19.36 | 2.73 | 10.26 | 12.04 | 7.30 | 5.58 | 9.57 | 18.80 |
| Yield(%) | 0.00 | 1.78 | 1.86 | 2.08 | 3.07 | 3.96 | 2.97 | 4.24 | 0.91 | 1.55 | 1.81 | 1.36 | 1.57 | 1.84 | 2.65 | 2.52 | 2.17 | 2.79 | 2.79 | 2.34 | 2.32 | 2.44 | 1.02 |
Data as of 08/07/2025, AR inception is 05/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXAIX (Fidelity 500 Index Fund) |
5.04%
Mar 2017 - Mar 2020 |
6.69%
Mar 2015 - Mar 2020 |
11.15%
Oct 2013 - Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXAIX (Fidelity 500 Index Fund) |
26.07%
Dec 2018 - Dec 2021 |
18.88%
Oct 2016 - Oct 2021 |
16.61%
Sep 2011 - Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart