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FSGUX: FIDELITY GLOBAL EX U.S. INDEX FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Foreign Large Blend |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/09/2011 |
| Last Dividend Date: | 12/08/2017 |
| 12-Mo. Yield | 2.22% |
| Expenses | 0.24% |
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Performance Analytics (As of 09/08/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 09/09/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -2.3 | 2.3 | 5.1 | -9.7 | 24.4 | 2.4 | -7.9 | -6.8 | 12.1 | 15.9 | -2.0 |
| Sharpe Ratio | NA | -2.34 | -1.57 | -1.04 | -0.85 | -2.18 | 0.71 | -1.84 | -0.66 | -2.26 | -0.53 | -0.17 | -0.67 |
| Draw Down(%) | NA | 18.8 | 18.8 | 29.3 | 29.3 | 18.8 | 3.6 | 12.0 | 26.5 | 15.4 | 11.2 | 16.0 | 15.2 |
| Standard Deviation(%) | NA | 12.8 | 13.4 | 21.2 | 20.2 | 13.4 | 7.4 | 17.2 | 40.0 | 11.2 | 12.0 | 15.8 | 31.2 |
| Treynor Ratio | NA | -0.3 | -0.22 | -0.23 | -0.18 | -0.29 | 0.06 | -0.33 | -0.28 | -0.27 | -0.07 | -0.03 | -0.22 |
| Alpha | NA | -0.01 | -0.02 | -0.04 | -0.04 | 0.0 | -0.11 | -0.05 | -0.06 | -0.01 | -0.14 | -0.01 | -0.04 |
| Beta | NA | 1.01 | 0.98 | 0.96 | 0.95 | 1.02 | 0.9 | 0.96 | 0.96 | 0.94 | 0.91 | 0.93 | 0.96 |
| RSquared | NA | 0.91 | 0.93 | 0.35 | 0.49 | 0.95 | 0.82 | 0.96 | 0.13 | 0.89 | 0.92 | 0.95 | 0.98 |
| Yield(%) | N/A | 2.2 | 2.3 | 2.1 | N/A | 0.0 | 2.7 | 2.1 | 2.1 | 2.4 | 1.9 | 1.7 | 0.0 |
| Dividend Growth(%) | N/A | 38.0 | 15.3 | N/A | N/A | -100.0 | 38.0 | -12.2 | -14.3 | 36.7 | 29.6 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/09/2011
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