Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FSWCX (FIDELITY SAI U.S. VALUE INDEX FUND) | 14.13% | 34.03% | 21.45% | 13.18% | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 12/20/2017
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FSWCX (FIDELITY SAI U.S. VALUE INDEX FUND) | 12/20/2017 | 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 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.41 | 34.03 | 21.45 | 13.18 | NA | NA | NA | … | … | 14.13 | 22.50 | 16.11 | 12.64 | -3.50 | 30.43 | -4.44 | 29.09 | -11.51 | 1.07 |
| Sharpe Ratio | NA | 2.97 | 1.33 | 0.63 | NA | NA | NA | … | … | 2.70 | 1.11 | 1.03 | 0.59 | -0.22 | 2.14 | -0.11 | 1.81 | -0.75 | 18.02 |
| Standard Deviation(%) | NA | 11.39 | 14.24 | 16.51 | NA | NA | NA | … | … | 11.66 | 17.70 | 12.15 | 15.26 | 22.53 | 14.24 | 40.91 | 15.29 | 17.14 | 3.08 |
| Draw Down(%) | NA | 5.77 | 16.81 | 19.62 | NA | NA | NA | … | … | 5.77 | 16.13 | 7.76 | 13.41 | 19.62 | 5.91 | 41.41 | 10.57 | 22.10 | 0.00 |
| Yield(%) | 0.00 | 8.06 | 8.39 | 7.68 | 5.66 | 3.77 | 2.83 | … | … | 0.00 | 8.41 | 6.26 | 9.90 | 10.89 | 7.09 | 2.36 | 2.95 | 3.25 | 0.07 |
Data as of 06/11/2026, Common starting date is 12/20/2017
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSWCX (FIDELITY SAI U.S. VALUE INDEX FUND) |
2.07%
Jan 2018 – Jan 2021 |
6.08%
May 2018 – May 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FSWCX (FIDELITY SAI U.S. VALUE INDEX FUND) |
23.77%
May 2023 – May 2026 |
18.76%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart