Fidelity Extended Market Index Fund (FSMAX)
Fund Info
Expense Ratio
FSMAX has an expense ratio of 0.04%, which is considered low compared to other funds.
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Extended 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 Extended Market Index Fund had a return of 17.83% year-to-date (YTD) and 18.47% in the last 12 months. Over the past 10 years, Fidelity Extended Market Index Fund had an annualized return of 9.57%, while the S&P 500 had an annualized return of 11.06%, indicating that Fidelity Extended Market Index Fund did not perform as well as the benchmark.
FSMAX
17.83%
-2.39%
15.12%
18.47%
10.09%
9.57%
^GSPC (Benchmark)
24.34%
0.23%
8.53%
24.95%
13.01%
11.06%
Monthly Returns
The table below presents the monthly returns of FSMAX, 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 | -2.38% | 6.04% | 3.35% | -6.47% | 3.37% | -0.11% | 6.19% | 0.26% | 1.54% | 0.62% | 11.97% | 17.83% | |
2023 | 10.84% | -1.63% | -2.90% | -2.17% | 0.44% | 8.31% | 5.91% | -4.07% | -4.89% | -6.25% | 11.21% | 10.43% | 25.36% |
2022 | -10.08% | -0.03% | 0.85% | -10.56% | -2.23% | -9.24% | 10.29% | -2.09% | -9.92% | 8.54% | 3.59% | -6.54% | -26.44% |
2021 | 2.83% | 5.20% | -0.39% | 4.24% | -0.66% | 3.45% | -1.23% | 2.01% | -4.01% | 5.45% | -5.04% | 0.56% | 12.41% |
2020 | -0.57% | -7.97% | -21.36% | 15.95% | 8.82% | 4.06% | 5.69% | 7.18% | -3.00% | 0.47% | 18.27% | 7.22% | 32.28% |
2019 | 11.60% | 4.96% | -1.00% | 3.68% | -6.95% | 6.80% | 1.63% | -4.16% | 1.02% | 1.90% | 4.58% | 2.16% | 28.01% |
2018 | 3.35% | -3.79% | 0.71% | 0.26% | 4.79% | 0.87% | 1.63% | 4.52% | -1.75% | -10.07% | 1.86% | -10.75% | -9.44% |
2017 | 2.13% | 2.45% | -0.07% | 1.12% | -0.76% | 2.31% | 1.12% | -0.39% | 4.23% | 1.42% | 2.87% | 0.57% | 18.27% |
2016 | -8.79% | 0.46% | 8.20% | 1.70% | 1.80% | -0.12% | 5.39% | 0.78% | 0.92% | -3.84% | 7.90% | 1.83% | 16.11% |
2015 | -1.89% | 6.04% | 1.24% | -1.32% | 1.84% | -0.73% | -0.14% | -5.88% | -4.83% | 5.54% | 1.69% | -3.98% | -3.13% |
2014 | -1.85% | 5.46% | -0.69% | -2.34% | 1.50% | 4.49% | -4.46% | 4.97% | -5.07% | 4.08% | 1.34% | 2.17% | 9.23% |
2013 | 6.99% | 0.98% | 4.71% | 0.79% | 2.73% | -0.99% | 6.82% | -2.77% | 5.90% | 2.91% | 2.41% | 4.06% | 39.88% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSMAX is 65, 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 Extended Market Index Fund (FSMAX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Extended Market Index Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The fund has been increasing its distributions for 3 consecutive years.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $0.00 | $0.92 | $0.87 | $0.87 | $0.78 | $0.92 | $0.90 | $0.81 | $0.76 | $1.50 | $3.00 | $2.18 |
Dividend yield | 0.00% | 1.17% | 1.38% | 0.99% | 0.93% | 1.41% | 1.69% | 1.30% | 1.38% | 2.99% | 5.43% | 4.09% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Extended 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 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
2023 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.92 |
2022 | $0.00 | $0.00 | $0.00 | $0.03 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.87 |
2021 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.79 | $0.87 |
2020 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.72 | $0.78 |
2019 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.83 | $0.92 |
2018 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.90 |
2017 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.70 | $0.81 |
2016 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.66 | $0.76 |
2015 | $0.00 | $0.00 | $0.00 | $0.89 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.61 | $1.50 |
2014 | $0.00 | $0.00 | $0.00 | $0.96 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.04 | $3.00 |
2013 | $0.38 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.80 | $2.18 |
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 Extended 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 Extended Market Index Fund was 41.67%, occurring on Mar 18, 2020. Recovery took 112 trading sessions.
The current Fidelity Extended Market Index Fund drawdown is 7.30%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-41.67% | Feb 21, 2020 | 19 | Mar 18, 2020 | 112 | Aug 26, 2020 | 131 |
-36.31% | Nov 9, 2021 | 152 | Jun 16, 2022 | 601 | Nov 6, 2024 | 753 |
-25.01% | Jun 24, 2015 | 161 | Feb 11, 2016 | 193 | Nov 15, 2016 | 354 |
-24.84% | Sep 4, 2018 | 78 | Dec 24, 2018 | 232 | Nov 25, 2019 | 310 |
-14.45% | Sep 19, 2011 | 11 | Oct 3, 2011 | 15 | Oct 24, 2011 | 26 |
Volatility
Volatility Chart
The current Fidelity Extended Market Index Fund volatility is 6.26%, 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.