Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FZIPX (FIDELITY ZERO EXTENDED MARKET INDEX FUND) | 16.19% | 33.97% | 18.80% | 7.61% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 09/26/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZIPX (FIDELITY ZERO EXTENDED MARKET INDEX FUND) | 09/26/2018 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.29 | 33.97 | 18.80 | 7.61 | NA | NA | NA | … | … | 16.19 | 12.51 | 12.39 | 18.13 | -18.01 | 21.31 | 16.64 | 26.51 | -17.15 |
| Sharpe Ratio | NA | 1.85 | 0.84 | 0.25 | NA | NA | NA | … | … | 2.16 | 0.44 | 0.50 | 0.78 | -0.72 | 1.14 | 0.40 | 1.71 | -2.32 |
| Standard Deviation(%) | NA | 17.11 | 19.30 | 20.88 | NA | NA | NA | … | … | 18.54 | 22.01 | 17.39 | 18.68 | 27.03 | 18.65 | 41.23 | 14.62 | 22.99 |
| Draw Down(%) | NA | 9.61 | 25.16 | 28.19 | NA | NA | NA | … | … | 9.61 | 22.60 | 8.38 | 16.39 | 25.00 | 10.39 | 42.71 | 8.49 | 22.36 |
| Yield(%) | 0.00 | 1.42 | 1.62 | 2.34 | 2.11 | 1.41 | 1.06 | … | … | 0.00 | 1.38 | 1.37 | 1.67 | 1.32 | 7.99 | 2.45 | 2.24 | 0.42 |
Data as of 06/04/2026, Common starting date is 09/26/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZIPX (FIDELITY ZERO EXTENDED MARKET INDEX FUND) |
-0.24%
Apr 2021 – Apr 2024 |
5.42%
Oct 2018 – Oct 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZIPX (FIDELITY ZERO EXTENDED MARKET INDEX FUND) |
21.42%
Dec 2018 – Dec 2021 |
15.97%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart