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FUSVX: FIDELITY 500 INDEX FUND PREMIUM CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 09/01/2004 |
| Last Dividend Date: | 07/13/2009 |
| 12-Mo. Yield | 0.00% |
| Expenses | 0.04% |
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Performance Analytics (As of 11/12/2018)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/01/2004 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 11.2 | 12.5 | 10.0 | 12.4 | 7.2 | 11.2 | 11.1 | 15.3 | -5.4 | 19.6 | 17.7 | 22.1 | 10.7 | 2.0 | 15.8 | -37.0 | 5.5 | 15.8 | 4.9 | 9.4 |
| Sharpe Ratio | NA | 0.3 | 0.27 | 0.18 | 0.25 | 0.22 | 0.24 | 0.15 | 0.17 | -0.1 | 0.14 | 0.14 | 0.1 | 0.11 | 0.07 | 0.8 | -0.92 | 0.15 | 1.21 | 0.25 | 2.86 |
| Draw Down(%) | NA | 10.2 | 10.2 | 10.2 | 27.2 | 55.2 | 10.2 | 1.7 | 0.2 | 9.7 | 0.2 | 0.6 | 0.0 | 1.5 | 0.8 | 27.2 | 47.7 | 9.9 | 7.5 | 7.0 | 4.1 |
| Standard Deviation(%) | NA | 33.0 | 43.8 | 52.5 | 48.9 | 29.1 | 33.0 | 69.7 | 88.7 | 54.8 | 138.4 | 122.5 | 223.4 | 99.2 | 25.4 | 31.9 | 41.0 | 16.0 | 10.3 | 10.3 | 10.3 |
| Treynor Ratio | NA | 0.11 | 0.14 | 0.11 | 0.13 | 0.07 | 0.09 | 0.13 | 0.17 | -0.07 | 0.22 | 0.21 | 0.24 | 0.13 | 0.03 | 0.25 | -0.38 | 0.02 | 0.12 | 0.03 | 0.29 |
| Alpha | NA | -0.01 | -0.02 | -0.04 | -0.03 | -0.01 | -0.01 | -0.04 | 0.01 | -0.64 | 0.0 | 0.02 | 0.02 | -0.01 | -0.13 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.02 |
| Beta | NA | 0.87 | 0.86 | 0.87 | 0.91 | 0.94 | 0.87 | 0.81 | 0.89 | 0.76 | 0.9 | 0.85 | 0.92 | 0.83 | 0.56 | 1.0 | 1.0 | 1.01 | 1.0 | 1.0 | 1.02 |
| RSquared | NA | 0.97 | 0.99 | 0.99 | 0.99 | 0.99 | 0.97 | 1.0 | 1.0 | 0.99 | 1.0 | 1.0 | 1.0 | 1.0 | 0.98 | 1.0 | 1.0 | 0.99 | 0.98 | 1.0 | 0.98 |
| Yield(%) | N/A | 0.0 | 0.0 | 0.0 | 0.2 | N/A | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 1.3 | 1.9 | 2.1 | 1.9 | 1.8 | 0.4 |
| Dividend Growth(%) | N/A | N/A | N/A | -100.0 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | N/A | -100.0 | -57.3 | -6.1 | 18.5 | 16.1 | 402.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/01/2004
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See LARGE BLEND Asset Class Trend Rankings |
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