Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/28/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FZROX (FIDELITY ZERO TOTAL MARKET INDEX FUND) | -6.14% | 8.68% | 9.86% | 15.42% | NA | NA | NA | 12.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZROX (FIDELITY ZERO TOTAL MARKET INDEX FUND) | 08/03/2018 | 04/28/2025 |
The return data shown below all have the same latest date: 04/28/2025.
AR inception is since 08/03/2018.
AR inception is since 08/03/2018.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 7.30 | 8.68 | 9.86 | 15.42 | NA | NA | NA | 12.99 | -6.14 | 23.94 | 26.20 | -19.21 | 26.00 | 20.51 | 31.15 | -11.92 |
| Sharpe Ratio | NA | 0.19 | 0.28 | 0.71 | NA | NA | NA | 0.44 | -0.74 | 1.33 | 1.64 | -0.83 | 1.89 | 0.58 | 2.33 | -1.47 |
| Standard Deviation(%) | NA | 19.73 | 19.04 | 18.45 | NA | NA | NA | 21.04 | 29.12 | 13.00 | 13.53 | 24.90 | 13.73 | 35.08 | 12.76 | 19.30 |
| Draw Down(%) | NA | 19.38 | 19.38 | 25.12 | NA | NA | NA | 34.96 | 19.38 | 8.57 | 10.75 | 25.12 | 5.12 | 34.96 | 6.81 | 20.13 |
| Yield(%) | 0.00 | 1.33 | 1.49 | 2.11 | 1.28 | 0.86 | 0.64 | 2.14 | 0.00 | 1.43 | 1.70 | 1.24 | 1.57 | 1.50 | 1.95 | 0.65 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZROX (FIDELITY ZERO TOTAL MARKET INDEX FUND) |
6.56%
Apr 2021 - Apr 2024 |
9.18%
Sep 2018 - Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZROX (FIDELITY ZERO TOTAL MARKET INDEX FUND) |
25.81%
Dec 2018 - Dec 2021 |
18.27%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart