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Fidelity ZERO Large Cap Index Fund (FNILX)

Mutual Fund · Currency in USD
ISIN
US3159116280

FNILXPrice Chart


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FNILXPerformance

The chart shows the growth of $10,000 invested in Fidelity ZERO Large Cap Index Fund on Oct 1, 2018 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $17,026 for a total return of roughly 70.26%. All prices are adjusted for splits and dividends.


FNILX (Fidelity ZERO Large Cap Index Fund)
Benchmark (S&P 500)

FNILXReturns in periods

Returns over 1 year are annualized

PeriodReturnBenchmark
YTD-2.55%-2.17%
1M0.24%0.62%
6M6.50%6.95%
1Y21.72%22.39%
5Y17.54%15.34%
10Y17.54%15.34%

FNILXMonthly Returns Heatmap


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FNILXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current Fidelity ZERO Large Cap Index Fund Sharpe ratio is 1.62. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


FNILX (Fidelity ZERO Large Cap Index Fund)
Benchmark (S&P 500)

FNILXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


FNILX (Fidelity ZERO Large Cap Index Fund)
Benchmark (S&P 500)

FNILXWorst Drawdowns

The table below shows the maximum drawdowns of the Fidelity ZERO Large Cap Index Fund. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the Fidelity ZERO Large Cap Index Fund is 33.76%, recorded on Mar 23, 2020. It took 94 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-33.76%Feb 20, 202023Mar 23, 202094Aug 5, 2020117
-19.51%Oct 4, 201856Dec 24, 201875Apr 12, 2019131
-9.59%Sep 3, 202014Sep 23, 202037Nov 13, 202051
-6.65%May 6, 201920Jun 3, 201913Jun 20, 201933
-5.97%Jul 29, 201913Aug 14, 201951Oct 25, 201964
-5.4%Sep 7, 202120Oct 4, 202112Oct 20, 202132
-5.02%Feb 16, 202113Mar 4, 20217Mar 15, 202120
-4.32%Nov 19, 20218Dec 1, 202116Dec 23, 202124
-4.06%May 10, 20213May 12, 202116Jun 4, 202119
-3.62%Jan 26, 20214Jan 29, 20214Feb 4, 20218

FNILXVolatility Chart

Current Fidelity ZERO Large Cap Index Fund volatility is 14.77%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


FNILX (Fidelity ZERO Large Cap Index Fund)
Benchmark (S&P 500)

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