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FSPGX: FIDELITY LARGE CAP GROWTH INDEX FUND INSTITUTIONAL PREMIUM CLASS (MUTUAL FUND)
Basic Info 48.06 1.63(3.28%) June 05
| Asset Class: | EQUITY |
| MyPlanIQ Rating: | (80%) |
| Start Date: | 06/17/2016 |
| Last Dividend Date: | 12/19/2025 |
| 12-Mo. Yield | 0.41% |
| Expenses | 0.03% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -4.0 | 3.9 | 22.3 | 23.7 | 14.7 | 18.6 | 18.5 | 33.3 | 42.8 | -29.2 | 27.6 | 38.5 | 36.4 | -1.6 | 30.1 | 6.7 |
| Sharpe Ratio | NA | 0.38 | 1.24 | 1.07 | 0.57 | 0.8 | 0.67 | 1.7 | 2.48 | -1.0 | 1.62 | 1.07 | 2.43 | -0.15 | 3.92 | 1.11 |
| Draw Down(%) | NA | 13.8 | 16.2 | 23.3 | 32.7 | 32.7 | 23.2 | 13.1 | 9.8 | 32.3 | 9.7 | 31.4 | 7.9 | 22.0 | 2.4 | 5.4 |
| Standard Deviation(%) | NA | 17.9 | 15.8 | 19.2 | 21.5 | 21.1 | 23.4 | 17.5 | 15.9 | 30.6 | 17.0 | 35.5 | 14.4 | 19.8 | 7.6 | 11.4 |
| Treynor Ratio | NA | 0.06 | 0.17 | 0.17 | 0.1 | 0.15 | 0.13 | 0.24 | 0.36 | -0.25 | 0.25 | 0.39 | 0.32 | -0.03 | 0.3 | 0.14 |
| Alpha | NA | -0.05 | -0.02 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.04 | -0.03 | 0.0 | 0.06 | 0.01 | 0.02 | 0.03 | -0.02 |
| Beta | NA | 1.19 | 1.18 | 1.2 | 1.19 | 1.1 | 1.2 | 1.26 | 1.1 | 1.2 | 1.12 | 0.98 | 1.1 | 1.14 | 0.97 | 0.93 |
| RSquared | NA | 0.9 | 0.88 | 0.9 | 0.92 | 0.92 | 0.94 | 0.87 | 0.88 | 0.96 | 0.82 | 0.93 | 0.95 | 0.96 | 0.83 | 0.93 |
| Yield(%) | N/A | 0.0 | N/A | N/A | N/A | N/A | 0.4 | 0.5 | 1.0 | 0.6 | 2.8 | 2.4 | 1.4 | 1.4 | 1.6 | 0.3 |
| Dividend Growth(%) | N/A | -100.0 | N/A | N/A | N/A | N/A | 9.7 | -32.9 | 20.7 | -72.8 | 56.8 | 130.2 | -4.7 | 17.2 | 425.8 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/14/2016
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