It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FITLX: Fidelity US Sustainability Index Fund In (MUTUAL FUND)
Basic Info 32.91 0.84(2.49%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (82%) |
| Start Date: | 05/10/2017 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 1.29% |
| Expenses | 0.11% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 05/10/2017 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -1.8 | 8.0 | 26.7 | 21.8 | 13.5 | 15.4 | 18.8 | 23.6 | 29.0 | -20.3 | 31.6 | 18.7 | 31.5 | -3.3 | 12.8 |
| Sharpe Ratio | NA | 1.13 | 1.84 | 1.18 | 0.62 | 0.71 | 0.84 | 1.43 | 1.84 | -0.89 | 2.35 | 0.53 | 2.42 | -0.28 | 3.0 |
| Draw Down(%) | NA | 11.2 | 11.2 | 20.0 | 26.9 | 34.3 | 20.0 | 9.5 | 9.4 | 26.8 | 5.1 | 34.3 | 6.1 | 17.8 | 2.4 |
| Standard Deviation(%) | NA | 15.2 | 13.1 | 15.7 | 17.6 | 19.1 | 19.0 | 14.0 | 13.9 | 24.6 | 13.4 | 34.9 | 12.4 | 16.9 | 6.6 |
| Treynor Ratio | NA | 0.17 | 0.24 | 0.18 | 0.11 | 0.14 | 0.16 | 0.19 | 0.26 | -0.22 | 0.33 | 0.19 | 0.31 | -0.05 | 0.22 |
| Alpha | NA | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.02 | -0.01 | 0.01 | 0.01 | 0.01 |
| Beta | NA | 1.03 | 1.01 | 1.01 | 1.0 | 0.99 | 0.99 | 1.05 | 1.0 | 0.98 | 0.95 | 0.99 | 0.97 | 0.99 | 0.92 |
| RSquared | NA | 0.94 | 0.93 | 0.96 | 0.97 | 0.98 | 0.97 | 0.95 | 0.96 | 0.99 | 0.95 | 0.99 | 0.98 | 0.99 | 0.95 |
| Yield(%) | N/A | 0.0 | 1.3 | 1.6 | 1.5 | N/A | 1.3 | 1.6 | 1.4 | 1.2 | 1.3 | 1.2 | 1.8 | 1.5 | 0.8 |
| Dividend Growth(%) | N/A | -100.0 | 0.9 | 46.4 | N/A | N/A | 0.9 | 40.2 | -4.0 | 19.1 | 26.7 | -15.4 | 15.4 | 98.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/10/2017
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See EQUITY Asset Class Trend Rankings |
Latest Articles Related to FITLX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
