Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FXAIX (Fidelity 500 Index Fund) | 8.42% | 25.83% | 21.74% | 13.49% | 15.28% | 14.41% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/25/2011
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FXAIX (Fidelity 500 Index Fund) | 05/25/2011 | 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.55 | 25.83 | 21.74 | 13.49 | 15.28 | 14.41 | NA | … | … | 8.42 | 18.20 | 25.01 | 26.29 | -18.14 | 28.71 | 18.42 | 31.47 | -4.40 | 21.62 | 11.97 | 1.38 | 13.66 | 32.37 | 15.99 | -3.95 |
| Sharpe Ratio | NA | 1.90 | 1.24 | 0.65 | 0.76 | NA | NA | … | … | 1.31 | 0.83 | 1.69 | 1.74 | -0.81 | 2.19 | 0.52 | 2.40 | -0.34 | 3.15 | 0.90 | 0.09 | 1.20 | 2.92 | 1.26 | -0.23 |
| Standard Deviation(%) | NA | 12.19 | 14.86 | 16.92 | 18.12 | NA | NA | … | … | 13.93 | 18.64 | 12.67 | 13.09 | 24.19 | 13.10 | 34.63 | 12.49 | 17.11 | 6.68 | 13.12 | 15.51 | 11.40 | 11.07 | 12.74 | 28.49 |
| 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 | 19.36 | 2.73 | 10.26 | 12.04 | 7.30 | 5.58 | 9.57 | 18.80 |
| Yield(%) | 0.00 | 1.32 | 1.86 | 1.73 | 3.12 | 4.37 | 3.19 | … | … | 0.28 | 1.59 | 1.55 | 1.81 | 1.36 | 1.57 | 1.84 | 2.65 | 2.52 | 2.17 | 2.79 | 2.79 | 2.34 | 2.32 | 2.44 | 1.02 |
Data as of 06/05/2026, Common starting date is 05/25/2011
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXAIX (Fidelity 500 Index Fund) |
5.04%
Mar 2017 – Mar 2020 |
6.69%
Mar 2015 – Mar 2020 |
11.15%
Oct 2013 – Oct 2023 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FXAIX (Fidelity 500 Index Fund) |
26.07%
Dec 2018 – Dec 2021 |
18.88%
Oct 2016 – Oct 2021 |
16.61%
Sep 2011 – Sep 2021 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart