Fidelity Large Cap Growth Enhanced Index Fund (FLGEX)
The investment seeks capital appreciation. The fund normally invests at least 80% of assets in common stocks included in the Russell 1000 Growth Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap growth segment of the U.S. equity market. It invests in domestic and foreign issuers.
Fund Info
| ISIN | US31606X3089 |
|---|---|
| CUSIP | 31606X308 |
| Issuer | Fidelity |
| Inception Date | Apr 19, 2007 |
| Category | Large Cap Growth Equities |
| Min. Investment | $0 |
| Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
FLGEX features an expense ratio of 0.39%, falling within the medium range.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FLGEX vs. FSPGX, FLGEX vs. SPYGX, FLGEX vs. SCHG, FLGEX vs. FDGRX, FLGEX vs. VOOG, FLGEX vs. SPYG, FLGEX vs. VIGIX, FLGEX vs. FDSVX, FLGEX vs. VONG, FLGEX vs. VUG
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Large Cap Growth Enhanced Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | N/A | 25.45% |
| 1 month | N/A | 2.91% |
| 6 months | N/A | 14.05% |
| 1 year | N/A | 35.64% |
| 5 years (annualized) | N/A | 14.13% |
| 10 years (annualized) | N/A | 11.39% |
Monthly Returns
The table below presents the monthly returns of FLGEX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 7.55% | -0.97% | 6.11% | 0.62% | 4.18% | 6.67% | 3.14% | -0.94% | -5.14% | -1.46% | 32.11% | ||
| 2022 | -7.10% | -4.25% | 4.41% | -10.98% | -1.54% | -8.26% | 10.96% | -4.58% | -9.47% | 5.83% | 4.54% | -7.29% | -26.58% |
| 2021 | 0.14% | 1.32% | 2.44% | 6.35% | -0.81% | 5.85% | 2.13% | 3.60% | -5.72% | 8.52% | 0.34% | 2.51% | 29.23% |
| 2020 | 1.81% | -6.63% | -8.66% | 14.42% | 6.00% | 4.07% | 7.22% | 10.10% | -4.96% | -3.56% | 9.89% | 4.36% | 35.97% |
| 2019 | 9.19% | 2.88% | 1.64% | 4.31% | -6.47% | 6.55% | 1.95% | -0.83% | -0.59% | 2.73% | 4.45% | 2.73% | 31.47% |
| 2018 | 6.55% | -2.68% | -2.85% | 0.37% | 3.76% | 0.25% | 3.16% | 5.06% | -0.09% | -8.58% | 1.12% | -8.82% | -4.00% |
| 2017 | 2.44% | 4.19% | 0.72% | 1.56% | 1.13% | -0.29% | 2.36% | 1.38% | 2.33% | 3.94% | 3.47% | 1.14% | 27.16% |
| 2016 | -5.56% | 0.80% | 6.57% | -1.22% | 1.58% | -1.22% | 5.19% | -0.52% | 0.39% | -2.21% | 3.13% | 1.59% | 8.21% |
| 2015 | -1.42% | 6.12% | -1.30% | 0.49% | 1.80% | -1.96% | 2.47% | -6.05% | -1.94% | 8.13% | 0.07% | -4.03% | 1.50% |
| 2014 | -3.21% | 4.79% | -0.35% | 0.85% | 2.95% | 1.33% | -0.62% | 4.72% | -1.26% | 2.42% | 3.21% | 0.00% | 15.50% |
| 2013 | 4.60% | 1.47% | 3.99% | 2.54% | 2.36% | -2.07% | 5.28% | -2.47% | 4.19% | 4.94% | 3.33% | 4.22% | 37.16% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Large Cap Growth Enhanced Index Fund (FLGEX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Large Cap Growth Enhanced Index Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.00 | $0.12 | $3.76 | $1.10 | $0.57 | $1.16 | $0.71 | $0.13 | $0.37 | $1.11 | $0.91 |
Dividend yield | 0.00% | 0.61% | 14.40% | 4.74% | 3.18% | 8.29% | 4.54% | 1.01% | 3.07% | 9.05% | 7.77% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Large Cap Growth Enhanced Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.04 | $0.15 | |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.12 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.76 | $3.76 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.10 | $1.10 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.57 | $0.57 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.16 | $1.16 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.55 | $0.71 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 | $0.13 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.37 |
| 2014 | $0.00 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.80 | $1.11 |
| 2013 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.68 | $0.91 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Large Cap Growth Enhanced Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Large Cap Growth Enhanced Index Fund was 50.87%, occurring on Mar 9, 2009. Recovery took 536 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -50.87% | Nov 1, 2007 | 338 | Mar 9, 2009 | 536 | Apr 21, 2011 | 874 |
| -30.3% | Dec 28, 2021 | 202 | Oct 14, 2022 | — | — | — |
| -30.25% | Feb 20, 2020 | 23 | Mar 23, 2020 | 54 | Jun 9, 2020 | 77 |
| -21.87% | Aug 30, 2018 | 80 | Dec 24, 2018 | 84 | Apr 26, 2019 | 164 |
| -18.26% | Jul 8, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
Volatility
Volatility Chart
The current Fidelity Large Cap Growth Enhanced Index Fund volatility is 3.65%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.