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FCPEX: FIDELITY SMALL CAP ENHANCED INDEX FUND FIDELITY SMALL CAP ENHANCED INDEX FUND (MUTUAL FUND)
Basic Info
| Asset Class: | SMALL BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/07/2008 |
| Last Dividend Date: | 11/14/2023 |
| 12-Mo. Yield | 1.76% |
| Expenses | 0.55% |
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Performance Analytics (As of 11/28/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/07/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -46.8 | -16.8 | -6.9 | -0.8 | 6.0 | 3.0 | -45.4 | -18.3 | 20.7 | 18.5 | 23.7 | -13.2 | 4.2 | 22.8 | -2.0 | 5.5 | 38.7 | 19.3 | -0.8 | 26.4 | 22.7 | -30.4 |
| Sharpe Ratio | NA | -0.7 | -0.39 | -0.2 | -0.05 | NA | 0.08 | -0.69 | -0.71 | 0.9 | 0.42 | 1.34 | -0.8 | 0.27 | 1.27 | -0.12 | 0.33 | 2.63 | 1.2 | -0.03 | 1.06 | 0.67 | -0.72 |
| Draw Down(%) | NA | 53.9 | 58.7 | 58.7 | 58.7 | NA | 58.7 | 53.9 | 26.2 | 11.1 | 44.0 | 10.0 | 27.3 | 10.5 | 13.3 | 14.4 | 12.1 | 5.3 | 13.3 | 28.1 | 18.9 | 31.4 | 47.3 |
| Standard Deviation(%) | NA | 72.2 | 46.6 | 41.7 | 31.6 | NA | 30.9 | 75.5 | 28.1 | 22.9 | 43.0 | 16.5 | 18.5 | 13.3 | 17.8 | 17.0 | 16.7 | 14.7 | 16.2 | 32.3 | 24.8 | 33.8 | 44.1 |
| Treynor Ratio | NA | -0.42 | -0.17 | -0.08 | -0.02 | NA | 0.02 | -0.43 | -0.19 | 0.17 | 0.17 | 0.2 | -0.14 | 0.03 | 0.22 | -0.02 | 0.05 | 0.37 | 0.2 | -0.01 | 0.25 | 0.24 | -0.32 |
| Alpha | NA | -0.18 | -0.06 | -0.04 | -0.02 | NA | -0.02 | -0.21 | 0.0 | 0.0 | 0.0 | -0.02 | -0.01 | -0.06 | 0.01 | 0.01 | -0.01 | 0.0 | 0.01 | 0.01 | -0.01 | -0.03 | 0.01 |
| Beta | NA | 1.21 | 1.11 | 1.08 | 1.08 | NA | 1.03 | 1.23 | 1.02 | 1.2 | 1.05 | 1.1 | 1.06 | 1.23 | 1.03 | 1.08 | 1.12 | 1.05 | 0.98 | 1.02 | 1.04 | 0.94 | 0.98 |
| RSquared | NA | 0.18 | 0.42 | 0.61 | 0.66 | NA | 0.79 | 0.16 | 0.98 | 0.96 | 0.98 | 0.95 | 0.95 | 0.89 | 0.94 | 0.95 | 0.93 | 0.96 | 0.97 | 0.99 | 0.99 | 0.98 | 0.99 |
| Yield(%) | N/A | 1.8 | 9.4 | 8.1 | 6.7 | 11.6 | N/A | 0.9 | 4.0 | 21.0 | 0.7 | 1.2 | 11.7 | 5.6 | 0.8 | 5.2 | 6.5 | 8.2 | 8.3 | 11.0 | 1.0 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -93.8 | 54.8 | 62.3 | N/A | N/A | N/A | -82.2 | -80.7 | 3395.6 | -26.6 | -92.5 | 105.7 | 747.4 | -85.5 | -20.0 | -0.8 | 10.5 | -34.0 | 1331.6 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See SMALL BLEND Asset Class Trend Rankings |
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