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
FZROX: FIDELITY ZERO TOTAL MARKET INDEX FUND (MUTUAL FUND)
Basic Info 25.69 0.72(2.73%) June 05
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 08/03/2018 |
| Last Dividend Date: | 12/12/2025 |
| 12-Mo. Yield | 1.18% |
| Expenses | 0.00% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | Since 08/03/2018 |
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -2.5 | 8.7 | 25.8 | 21.3 | 12.5 | 14.2 | 17.2 | 23.9 | 26.2 | -19.2 | 26.0 | 20.5 | 31.1 | -11.9 |
| Sharpe Ratio | NA | 2.01 | 2.23 | 1.31 | 0.61 | 0.63 | 0.76 | 1.56 | 1.68 | -0.83 | 1.89 | 0.58 | 2.32 | -1.48 |
| Draw Down(%) | NA | 8.9 | 8.9 | 19.4 | 25.1 | 35.0 | 19.4 | 8.6 | 10.8 | 25.1 | 5.1 | 35.0 | 6.8 | 20.1 |
| Standard Deviation(%) | NA | 13.9 | 12.2 | 15.2 | 17.3 | 20.1 | 19.0 | 13.0 | 13.5 | 24.9 | 13.7 | 35.1 | 12.8 | 19.3 |
| Treynor Ratio | NA | 0.27 | 0.27 | 0.2 | 0.1 | 0.13 | 0.14 | 0.2 | 0.22 | -0.2 | 0.25 | 0.21 | 0.29 | -0.29 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | -0.01 |
| Beta | NA | 1.02 | 1.01 | 1.02 | 1.02 | 1.0 | 1.01 | 1.02 | 1.03 | 1.03 | 1.04 | 0.96 | 1.02 | 1.0 |
| RSquared | NA | 0.99 | 0.97 | 0.99 | 0.99 | 0.96 | 0.99 | 0.99 | 0.98 | 1.0 | 0.98 | 0.91 | 0.99 | 0.99 |
| Yield(%) | N/A | 0.0 | 1.2 | 1.6 | 1.5 | N/A | 1.2 | 1.4 | 1.7 | 1.2 | 1.6 | 1.5 | 1.9 | 0.6 |
| Dividend Growth(%) | N/A | -100.0 | 2.5 | 19.3 | N/A | N/A | 2.5 | 4.4 | 7.6 | 0.5 | 22.2 | 0.0 | 163.1 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/03/2018
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 LARGE BLEND Asset Class Trend Rankings |
Top Rated Funds in LARGE BLEND
Best Mutual Funds
* Day change on 06/05/2026.Best ETFs
* Day change on 06/05/2026.Latest Articles Related to FZROX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
