Fidelity Flex Small Cap Index Fund (FLXSX)
The fund normally invests at least 80% of its assets in securities included in the Russell 2000 Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap segment of the U.S. equity market.
Fund Info
Expense Ratio
FLXSX has an expense ratio of 0.00%, indicating no management fees are charged.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Flex Small Cap 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
Fidelity Flex Small Cap Index Fund had a return of 11.63% year-to-date (YTD) and 12.09% in the last 12 months.
FLXSX
11.63%
-3.12%
11.02%
12.09%
7.52%
N/A
^GSPC (Benchmark)
23.11%
-0.36%
7.02%
23.15%
12.80%
11.01%
Monthly Returns
The table below presents the monthly returns of FLXSX, 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | -3.93% | 5.67% | 3.60% | -7.01% | 5.00% | -0.92% | 10.12% | -1.42% | 0.69% | -1.43% | 10.97% | 11.63% | |
2023 | 9.78% | -1.67% | -4.79% | -1.78% | -0.87% | 8.12% | 6.12% | -5.00% | -5.92% | -6.76% | 9.00% | 12.28% | 17.11% |
2022 | -9.57% | 1.04% | 1.23% | -9.88% | 0.15% | -8.17% | 10.45% | -2.00% | -9.58% | 11.01% | 2.33% | -6.48% | -20.29% |
2021 | 5.10% | 6.19% | 1.07% | 2.11% | 0.18% | 1.94% | -3.63% | 2.22% | -2.96% | 4.30% | -4.18% | 2.20% | 14.84% |
2020 | -3.24% | -8.40% | -21.63% | 13.74% | 6.51% | 3.56% | 2.77% | 5.67% | -3.34% | 2.09% | 18.36% | 8.62% | 20.06% |
2019 | 11.35% | 5.19% | -2.16% | 3.45% | -7.78% | 7.02% | 0.70% | -5.01% | 2.09% | 2.67% | 4.16% | 2.86% | 25.69% |
2018 | 2.65% | -3.87% | 1.25% | 0.88% | 6.04% | 0.70% | 1.81% | 4.27% | -2.40% | -10.85% | 1.60% | -11.95% | -11.07% |
2017 | 0.29% | 1.08% | -2.04% | 3.56% | 0.76% | -1.23% | 6.24% | 0.81% | 2.87% | -0.37% | 12.37% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FLXSX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Flex Small Cap Index Fund (FLXSX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Flex Small Cap Index Fund provided a 0.27% dividend yield over the last twelve months, with an annual payout of $0.04 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
---|---|---|---|---|---|---|---|---|
Dividend | $0.04 | $0.22 | $0.16 | $0.18 | $0.15 | $0.16 | $0.11 | $0.06 |
Dividend yield | 0.27% | 1.49% | 1.26% | 1.10% | 1.06% | 1.31% | 1.16% | 0.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Flex Small Cap 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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 |
2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.17 | $0.22 |
2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.16 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.18 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.15 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.16 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
2017 | $0.06 | $0.06 |
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 Flex Small Cap 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 Flex Small Cap Index Fund was 41.72%, occurring on Mar 18, 2020. Recovery took 164 trading sessions.
The current Fidelity Flex Small Cap Index Fund drawdown is 8.50%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-41.72% | Jan 17, 2020 | 42 | Mar 18, 2020 | 164 | Nov 9, 2020 | 206 |
-31.88% | Nov 9, 2021 | 152 | Jun 16, 2022 | 601 | Nov 6, 2024 | 753 |
-26.89% | Sep 4, 2018 | 78 | Dec 24, 2018 | 267 | Jan 16, 2020 | 345 |
-9.57% | Mar 16, 2021 | 7 | Mar 24, 2021 | 154 | Nov 1, 2021 | 161 |
-9.08% | Jan 24, 2018 | 12 | Feb 8, 2018 | 64 | May 11, 2018 | 76 |
Volatility
Volatility Chart
The current Fidelity Flex Small Cap Index Fund volatility is 6.19%, 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.