Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) | 8.42% | 25.83% | 21.74% | 13.49% | 15.17% | 14.35% | 11.22% | … | … |
Data as of 06/05/2026, Common starting date is 06/20/1996
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) | 06/20/1996 | 06/05/2026 |
| 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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 25.83 | 21.74 | 13.49 | 15.17 | 14.35 | 11.22 | … | … | 8.42 | 18.20 | 25.01 | 26.29 | -18.14 | 28.71 | 18.42 | 31.32 | -5.03 | 21.50 | 11.87 | 1.31 | 13.59 | 32.25 | 15.93 | 2.03 | 14.52 | 26.51 | -37.03 | 5.43 | 15.72 | 4.85 | 10.73 | 28.50 | -22.42 | -12.05 | -9.18 | 20.63 | 28.51 | 33.04 | 12.99 |
| Sharpe Ratio | NA | 2.28 | 1.36 | 0.69 | 0.77 | NA | NA | … | … | 2.02 | 0.83 | 1.69 | 1.74 | -0.81 | 2.19 | 0.52 | 2.39 | -0.38 | 3.14 | 0.89 | 0.08 | 1.19 | 2.91 | 1.26 | 0.09 | 0.80 | 0.97 | -0.92 | 0.14 | 1.23 | 0.25 | 0.87 | 1.63 | -0.91 | -0.68 | -0.60 | 0.96 | 1.23 | 1.60 | 1.88 |
| Standard Deviation(%) | NA | 11.87 | 14.81 | 16.88 | 18.08 | NA | NA | … | … | 13.51 | 18.64 | 12.67 | 13.09 | 24.19 | 13.10 | 34.63 | 12.48 | 16.88 | 6.68 | 13.12 | 15.50 | 11.44 | 11.06 | 12.74 | 23.36 | 18.06 | 27.20 | 41.02 | 16.03 | 10.03 | 10.31 | 11.15 | 17.03 | 25.95 | 21.53 | 22.19 | 18.03 | 20.35 | 18.21 | 11.77 |
| Draw Down(%) | NA | 8.89 | 18.52 | 24.50 | 33.79 | NA | NA | … | … | 8.89 | 18.52 | 8.45 | 9.93 | 24.50 | 5.12 | 33.79 | 6.62 | 19.69 | 2.75 | 10.28 | 12.04 | 7.30 | 5.58 | 9.59 | 18.69 | 15.64 | 27.19 | 47.74 | 9.89 | 7.45 | 7.01 | 7.49 | 13.80 | 33.22 | 29.19 | 16.56 | 11.86 | 19.19 | 10.76 | 7.20 |
| Yield(%) | 0.00 | 1.32 | 1.86 | 1.73 | 3.00 | 4.24 | 3.71 | … | … | 0.28 | 1.59 | 1.55 | 1.81 | 1.36 | 1.57 | 1.84 | 2.51 | 1.87 | 2.06 | 2.71 | 2.71 | 2.26 | 2.24 | 2.36 | 1.97 | 1.55 | 2.37 | 1.88 | 2.03 | 1.92 | 1.76 | 1.88 | 1.68 | 1.00 | 1.14 | 1.03 | 1.98 | 2.48 | 2.95 | 2.10 |
Data as of 06/05/2026, Common starting date is 06/20/1996
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) |
-16.29%
Mar 2000 – Mar 2003 |
-6.70%
Feb 2004 – Feb 2009 |
-3.56%
Feb 1999 – Feb 2009 |
3.62%
Aug 2000 – Aug 2015 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUSEX (FIDELITY 500 INDEX FUND INVESTOR CLASS) |
29.40%
Jul 1996 – Jul 1999 |
22.83%
Feb 2009 – Feb 2014 |
16.46%
Sep 2011 – Sep 2021 |
15.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart