Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FZFLX (FIDELITY SAI SMALL-MID CAP 500 INDEX FUND FIDELITY SAI SMALL-MID CAP 500 INDEX FUND) | 34.15% | 50.00% | 23.85% | 11.48% | 13.82% | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 08/21/2015
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZFLX (FIDELITY SAI SMALL-MID CAP 500 INDEX FUND FIDELITY SAI SMALL-MID CAP 500 INDEX FUND) | 08/21/2015 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | 50.00 | 23.85 | 11.48 | 13.82 | NA | NA | … | … | 34.15 | 10.76 | 12.44 | 17.75 | -15.62 | 20.41 | 19.78 | 31.91 | -9.25 | 18.40 | 14.62 | -1.57 |
| Sharpe Ratio | NA | 2.21 | 1.05 | 0.41 | 0.57 | NA | NA | … | … | 3.50 | 0.36 | 0.57 | 0.81 | -0.63 | 1.19 | 0.50 | 2.22 | -0.65 | 2.04 | 0.92 | -0.24 |
| Standard Deviation(%) | NA | 20.76 | 19.79 | 20.94 | 21.15 | NA | NA | … | … | 26.96 | 21.87 | 15.39 | 17.64 | 26.97 | 17.18 | 38.55 | 13.70 | 16.41 | 8.74 | 15.59 | 18.38 |
| Draw Down(%) | NA | 10.68 | 24.05 | 24.76 | 42.03 | NA | NA | … | … | 10.68 | 22.29 | 7.92 | 14.75 | 22.63 | 8.75 | 42.03 | 6.80 | 23.06 | 4.17 | 13.43 | 7.05 |
| Yield(%) | 0.00 | 40.95 | 19.41 | 16.03 | 16.31 | 11.38 | 8.53 | … | … | 0.00 | 40.63 | 7.91 | 2.72 | 37.84 | 40.94 | 7.90 | 8.04 | 6.50 | 1.94 | 1.60 | 0.65 |
Data as of 06/04/2026, Common starting date is 08/21/2015
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZFLX (FIDELITY SAI SMALL-MID CAP 500 INDEX FUND FIDELITY SAI SMALL-MID CAP 500 INDEX FUND) |
-1.36%
Mar 2017 – Mar 2020 |
6.79%
Sep 2018 – Sep 2023 |
10.71%
Oct 2015 – Oct 2025 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZFLX (FIDELITY SAI SMALL-MID CAP 500 INDEX FUND FIDELITY SAI SMALL-MID CAP 500 INDEX FUND) |
24.45%
May 2023 – May 2026 |
17.32%
Feb 2016 – Feb 2021 |
13.76%
May 2016 – May 2026 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart