Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISVX (Fidelity Small Cap Value Index Fund) | 19.47% | 40.63% | 17.84% | 6.95% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 07/18/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISVX (Fidelity Small Cap Value Index Fund) | 07/18/2019 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 40.63 | 17.84 | 6.95 | NA | NA | NA | … | … | 19.47 | 12.70 | 8.16 | 14.72 | -14.42 | 28.26 | 4.48 | 9.43 |
| Sharpe Ratio | NA | 2.08 | 0.72 | 0.18 | NA | NA | NA | … | … | 2.13 | 0.45 | 0.22 | 0.53 | -0.63 | 1.28 | 0.09 | 1.25 |
| Standard Deviation(%) | NA | 18.16 | 20.72 | 21.69 | NA | NA | NA | … | … | 18.24 | 21.87 | 20.83 | 20.98 | 25.09 | 22.13 | 47.24 | 16.42 |
| Draw Down(%) | NA | 8.54 | 26.50 | 26.50 | NA | NA | NA | … | … | 8.54 | 21.79 | 9.77 | 18.59 | 22.58 | 11.97 | 44.66 | 8.99 |
| Yield(%) | 0.00 | 2.51 | 2.35 | 3.30 | 2.64 | 1.76 | 1.32 | … | … | 0.00 | 2.41 | 1.81 | 2.33 | 3.01 | 11.29 | 1.38 | 0.67 |
Data as of 06/11/2026, Common starting date is 07/18/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISVX (Fidelity Small Cap Value Index Fund) |
-0.62%
Apr 2021 – Apr 2024 |
5.87%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISVX (Fidelity Small Cap Value Index Fund) |
21.04%
Mar 2020 – Mar 2023 |
15.36%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart