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Fidelity Total Market Index Fund (FSKAX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS3159116934
CUSIP315911693
IssuerFidelity
CategoryLarge Cap Blend Equities
Min. Investment$0
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The Fidelity Total Market Index Fund has an expense ratio of 0.02% which is considered to be low.


Expense ratio chart for FSKAX: current value at 0.02% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.02%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Fidelity Total Market Index Fund

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. IVV, FSKAX vs. FXNAX, FSKAX vs. VADAX

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.


-5.00%0.00%5.00%10.00%15.00%20.00%25.00%30.00%NovemberDecember2024FebruaryMarchApril
20.00%
18.82%
FSKAX (Fidelity Total Market Index Fund)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fidelity Total Market Index Fund had a return of 4.68% year-to-date (YTD) and 22.59% in the last 12 months. Over the past 10 years, Fidelity Total Market Index Fund had an annualized return of 11.84%, outperforming the S&P 500 benchmark which had an annualized return of 10.42%.


PeriodReturnBenchmark
Year-To-Date4.68%5.05%
1 month-4.32%-4.27%
6 months20.00%18.82%
1 year22.59%21.22%
5 years (annualized)12.39%11.38%
10 years (annualized)11.84%10.42%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.11%5.43%3.23%
2023-4.79%-2.70%9.42%5.34%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FSKAX is 86, placing it in the top 14% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of FSKAX is 8686
Fidelity Total Market Index Fund(FSKAX)
The Sharpe Ratio Rank of FSKAX is 8888Sharpe Ratio Rank
The Sortino Ratio Rank of FSKAX is 8787Sortino Ratio Rank
The Omega Ratio Rank of FSKAX is 8585Omega Ratio Rank
The Calmar Ratio Rank of FSKAX is 8888Calmar Ratio Rank
The Martin Ratio Rank of FSKAX is 8484Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


FSKAX
Sharpe ratio
The chart of Sharpe ratio for FSKAX, currently valued at 1.85, compared to the broader market-1.000.001.002.003.004.001.85
Sortino ratio
The chart of Sortino ratio for FSKAX, currently valued at 2.68, compared to the broader market-2.000.002.004.006.008.0010.0012.002.68
Omega ratio
The chart of Omega ratio for FSKAX, currently valued at 1.32, compared to the broader market0.501.001.502.002.503.001.32
Calmar ratio
The chart of Calmar ratio for FSKAX, currently valued at 1.45, compared to the broader market0.002.004.006.008.0010.0012.001.45
Martin ratio
The chart of Martin ratio for FSKAX, currently valued at 7.19, compared to the broader market0.0020.0040.0060.007.19
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.81, compared to the broader market-1.000.001.002.003.004.001.81
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.64, compared to the broader market-2.000.002.004.006.008.0010.0012.002.64
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.502.002.503.001.32
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.002.004.006.008.0010.0012.001.38
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.21, compared to the broader market0.0020.0040.0060.007.21

Sharpe Ratio

The current Fidelity Total Market Index Fund Sharpe ratio is 1.85. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.85
1.81
FSKAX (Fidelity Total Market Index Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Total Market Index Fund granted a 1.38% dividend yield in the last twelve months. The annual payout for that period amounted to $1.90 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.90$1.86$1.72$1.53$1.56$1.75$1.79$1.78$1.57$1.46$0.98$0.83

Dividend yield

1.38%1.41%1.62%1.15%1.45%1.94%2.54%2.33%2.43%2.49%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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
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
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
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
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
2019$0.00$0.00$0.00$0.37$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.38
2018$0.00$0.00$0.00$0.27$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.52
2017$0.00$0.00$0.00$0.30$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.48
2016$0.00$0.00$0.00$0.29$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.27
2015$0.00$0.00$0.00$0.17$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.29
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
2013$0.13$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.70

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-4.88%
-4.64%
FSKAX (Fidelity Total Market Index Fund)
Benchmark (^GSPC)

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 4.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-35.01%Feb 20, 202023Mar 23, 202099Aug 12, 2020122
-25.39%Jan 4, 2022197Oct 14, 2022295Dec 18, 2023492
-20.27%Sep 21, 201865Dec 24, 201881Apr 23, 2019146
-15.19%Jun 24, 2015161Feb 11, 201681Jun 8, 2016242
-10.49%Sep 19, 201111Oct 3, 20119Oct 14, 201120

Volatility

Volatility Chart

The current Fidelity Total Market Index Fund volatility is 3.43%, 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.


2.00%3.00%4.00%5.00%NovemberDecember2024FebruaryMarchApril
3.43%
3.30%
FSKAX (Fidelity Total Market Index Fund)
Benchmark (^GSPC)