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FSKAX: Fidelity Total Market Index Fund (MUTUAL FUND)
Basic Info 145.91 0.17(0.12%) May 17
Asset Class: | LARGE BLEND |
MyPlanIQ Rating: | (4%) |
Start Date: | 09/15/2011 |
Last Dividend Date: | 04/12/2024 |
12-Mo. Yield | 1.66% |
Expenses | 0.01% |
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Performance Analytics (As of 05/17/2024)
Last 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 09/15/2011 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.6 | 10.9 | 29.2 | 8.5 | 14.2 | 12.4 | 14.1 | 26.1 | -19.5 | 25.7 | 20.8 | 30.9 | -5.3 | 21.2 | 12.7 | 0.4 | 12.5 | 33.4 | 16.4 | 4.2 |
Sharpe Ratio | NA | 2.33 | 2.12 | 0.34 | 0.58 | 0.62 | 0.75 | 1.62 | -0.84 | 1.86 | 0.58 | 2.33 | -0.39 | 2.91 | 0.91 | 0.03 | 1.06 | 2.94 | 1.26 | 0.53 |
Draw Down(%) | NA | 5.7 | 10.8 | 25.4 | 35.0 | 35.0 | 35.0 | 10.8 | 25.4 | 5.2 | 35.0 | 6.8 | 20.3 | 2.8 | 11.3 | 12.1 | 7.6 | 5.7 | 10.0 | 10.5 |
Standard Deviation(%) | NA | 11.9 | 12.0 | 17.9 | 21.9 | 18.1 | 17.5 | 13.6 | 25.0 | 13.8 | 35.2 | 12.7 | 17.0 | 7.1 | 13.6 | 15.3 | 11.7 | 11.4 | 13.1 | 28.7 |
Treynor Ratio | NA | 0.27 | 0.25 | 0.06 | 0.12 | 0.11 | 0.13 | 0.22 | -0.21 | 0.25 | 0.2 | 0.29 | -0.07 | 0.2 | 0.12 | 0.0 | 0.12 | 0.33 | 0.16 | 0.15 |
Alpha | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
Beta | NA | 1.02 | 1.02 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.01 | 1.02 | 1.01 | 1.01 | 0.99 | 1.05 | 1.03 | 0.99 | 1.01 | 1.02 | 1.02 | 1.04 |
RSquared | NA | 0.99 | 0.99 | 0.99 | 1.0 | 0.99 | 0.99 | 0.96 | 1.0 | 0.98 | 1.0 | 1.0 | 1.0 | 0.99 | 0.99 | 1.0 | 0.97 | 1.0 | 1.0 | 1.0 |
Yield(%) | N/A | 0.2 | 1.7 | 1.5 | 2.1 | 2.9 | N/A | 1.8 | 1.3 | 1.5 | 1.7 | 2.5 | 2.3 | 2.7 | 2.7 | 2.4 | 1.8 | 2.0 | 2.2 | 1.6 |
Dividend Growth(%) | N/A | -86.0 | 7.8 | 5.5 | 6.7 | N/A | N/A | 8.1 | 11.7 | -1.3 | -10.9 | -2.2 | 0.6 | 14.1 | 6.8 | 49.0 | 18.1 | 3.7 | 42.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 09/15/2011
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