Fidelity Total Market Index Fund (FSKAX)
Fund Info
ISIN | US3159116934 |
---|---|
CUSIP | 315911693 |
Issuer | Fidelity |
Category | Large Cap Blend Equities |
Min. Investment | $0 |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Blend |
Expense Ratio
FSKAX has an expense ratio of 0.02%, which is considered low compared to other funds.
Share Price Chart
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Compare to other instruments
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Popular comparisons: FSKAX vs. FXAIX, FSKAX vs. VTI, FSKAX vs. FZROX, FSKAX vs. VTSAX, FSKAX vs. VOO, FSKAX vs. FSPGX, FSKAX vs. SPY, FSKAX vs. FXNAX, FSKAX vs. IVV, FSKAX vs. FSMAX
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Total Market 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 Total Market Index Fund had a return of 23.69% year-to-date (YTD) and 32.46% in the last 12 months. Over the past 10 years, Fidelity Total Market Index Fund had an annualized return of 12.31%, outperforming the S&P 500 benchmark which had an annualized return of 11.11%.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 23.69% | 23.08% |
1 month | 0.88% | 0.48% |
6 months | 11.48% | 10.70% |
1 year | 32.46% | 30.22% |
5 years (annualized) | 14.64% | 13.50% |
10 years (annualized) | 12.31% | 11.11% |
Monthly Returns
The table below presents the monthly returns of FSKAX, 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 | 1.11% | 5.43% | 3.23% | -4.41% | 4.75% | 3.11% | 1.84% | 2.14% | 2.06% | -0.71% | 23.69% | ||
2023 | 6.98% | -2.32% | 2.64% | 1.00% | 0.44% | 6.86% | 3.60% | -1.95% | -4.79% | -2.70% | 9.42% | 5.34% | 26.12% |
2022 | -6.01% | -2.51% | 3.24% | -9.01% | -0.20% | -8.41% | 9.39% | -3.78% | -9.32% | 8.16% | 5.28% | -5.90% | -19.53% |
2021 | -0.33% | 3.20% | 3.48% | 5.14% | 0.45% | 2.53% | 1.72% | 2.86% | -4.54% | 6.73% | -1.48% | 3.81% | 25.66% |
2020 | -0.13% | -8.19% | -13.81% | 13.28% | 5.37% | 2.30% | 5.66% | 7.18% | -3.68% | -2.13% | 12.23% | 4.47% | 20.79% |
2019 | 8.61% | 3.51% | 1.44% | 3.82% | -6.46% | 7.00% | 1.47% | -2.01% | 1.72% | 2.12% | 3.80% | 2.87% | 30.72% |
2018 | 5.30% | -3.71% | -1.98% | 0.34% | 2.82% | 0.67% | 3.35% | 3.47% | 0.15% | -7.42% | 2.00% | -9.73% | -5.75% |
2017 | 1.94% | 3.70% | 0.07% | 0.89% | 1.02% | 0.92% | 1.90% | 0.18% | 2.44% | 2.17% | 3.04% | 0.49% | 20.37% |
2016 | -5.68% | -0.04% | 7.03% | 0.42% | 1.81% | 0.18% | 4.00% | 0.25% | 0.19% | -2.20% | 4.47% | 1.50% | 11.98% |
2015 | -2.79% | 5.83% | -1.02% | 0.46% | 1.39% | -1.70% | 1.66% | -6.01% | -2.94% | 7.87% | 0.56% | -2.59% | -0.10% |
2014 | -3.14% | 4.75% | 0.53% | 0.09% | 2.18% | 2.52% | -1.99% | 4.19% | -2.14% | 2.78% | 2.43% | -0.01% | 12.49% |
2013 | 5.51% | 1.29% | 3.93% | 1.67% | 2.43% | -1.28% | 5.41% | -2.87% | 3.66% | 4.26% | 2.89% | 2.66% | 33.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current risk-adjusted rank of FSKAX is 82, placing it in the top 18% of mutual funds on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Total Market Index Fund (FSKAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Total Market Index Fund provided a 1.17% dividend yield over the last twelve months, with an annual payout of $1.90 per share. The fund has been increasing its distributions for 2 consecutive years.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $1.90 | $1.86 | $1.72 | $1.54 | $1.56 | $1.63 | $1.46 | $1.27 | $1.17 | $1.15 | $0.98 | $0.83 |
Dividend yield | 1.17% | 1.41% | 1.62% | 1.15% | 1.45% | 1.80% | 2.06% | 1.66% | 1.82% | 1.96% | 1.63% | 1.54% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Total Market 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 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.26 | |
2023 | $0.00 | $0.00 | $0.00 | $0.22 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.64 | $1.86 |
2022 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.54 | $1.72 |
2021 | $0.00 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.40 | $1.54 |
2020 | $0.00 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.33 | $1.56 |
2019 | $0.00 | $0.00 | $0.00 | $0.24 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.38 | $1.63 |
2018 | $0.00 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.20 | $1.46 |
2017 | $0.00 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.07 | $1.27 |
2016 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.99 | $1.17 |
2015 | $0.00 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.98 | $1.15 |
2014 | $0.00 | $0.00 | $0.00 | $0.15 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.98 |
2013 | $0.13 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.83 |
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 Total Market 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 Total Market Index Fund was 35.01%, occurring on Mar 23, 2020. Recovery took 99 trading sessions.
The current Fidelity Total Market Index Fund drawdown is 2.41%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-35.01% | Feb 20, 2020 | 23 | Mar 23, 2020 | 99 | Aug 12, 2020 | 122 |
-25.39% | Jan 4, 2022 | 197 | Oct 14, 2022 | 295 | Dec 18, 2023 | 492 |
-20.54% | Sep 21, 2018 | 65 | Dec 24, 2018 | 84 | Apr 26, 2019 | 149 |
-15.64% | Jun 24, 2015 | 161 | Feb 11, 2016 | 103 | Jul 11, 2016 | 264 |
-10.49% | Sep 19, 2011 | 11 | Oct 3, 2011 | 9 | Oct 14, 2011 | 20 |
Volatility
Volatility Chart
The current Fidelity Total Market Index Fund volatility is 4.27%, 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.