Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXSIX (FIDELITY 500 INDEX FUND INSTITUTIONAL CLASS) | NA | 7.28% | 12.14% | 11.21% | NA | NA | NA | … | … |
Data as of 11/12/2018, Common starting date is 05/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXSIX (FIDELITY 500 INDEX FUND INSTITUTIONAL CLASS) | 05/25/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.00 | 7.28 | 12.14 | 11.21 | NA | NA | NA | … | … | 3.43 | 21.60 | 11.93 | 1.37 | 13.65 | 32.35 | 15.96 | -3.96 |
| Sharpe Ratio | NA | 0.43 | 0.94 | 0.86 | NA | NA | NA | … | … | 0.17 | 3.14 | 0.89 | 0.09 | 1.20 | 2.92 | 1.26 | -0.23 |
| Standard Deviation(%) | NA | 14.23 | 12.23 | 12.59 | NA | NA | NA | … | … | 15.05 | 6.69 | 13.13 | 15.51 | 11.39 | 11.07 | 12.75 | 28.50 |
| Draw Down(%) | NA | 10.10 | 12.63 | 12.97 | NA | NA | NA | … | … | 10.10 | 2.74 | 10.28 | 12.04 | 7.30 | 5.58 | 9.60 | 18.80 |
| Yield(%) | 0.00 | 2.05 | 2.61 | 2.84 | 2.41 | 1.61 | 1.21 | … | … | 1.47 | 2.15 | 2.77 | 2.77 | 2.32 | 2.30 | 2.41 | 1.01 |
Data as of 11/12/2018, Common starting date is 05/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXSIX (FIDELITY 500 INDEX FUND INSTITUTIONAL CLASS) |
8.81%
Oct 2013 – Oct 2016 |
11.28%
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 |
|---|---|---|---|---|
| FXSIX (FIDELITY 500 INDEX FUND INSTITUTIONAL CLASS) |
22.95%
Sep 2011 – Sep 2014 |
16.34%
Sep 2011 – Sep 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart