Fidelity Large Cap Growth Index Fund (FSPGX)
Fund Info
US31635V7293
Large-Cap
Growth
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Fidelity Large Cap Growth 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 Large Cap Growth Index Fund had a return of 30.54% year-to-date (YTD) and 36.17% in the last 12 months.
FSPGX
30.54%
2.39%
15.06%
36.17%
19.56%
N/A
^GSPC (Benchmark)
24.72%
1.67%
12.93%
30.55%
13.88%
11.16%
Monthly Returns
The table below presents the monthly returns of FSPGX, 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 | 2.47% | 6.81% | 1.77% | -4.23% | 5.97% | 6.75% | -1.71% | 2.06% | 2.83% | -0.33% | 30.54% | ||
| 2023 | 8.36% | -1.20% | 6.86% | 0.97% | 4.57% | 6.81% | 3.36% | -0.90% | -5.43% | -1.42% | 10.98% | 4.42% | 42.77% |
| 2022 | -8.60% | -4.24% | 3.93% | -12.09% | -2.32% | -7.91% | 11.98% | -4.66% | -9.73% | 5.85% | 4.56% | -7.68% | -29.17% |
| 2021 | -0.71% | -0.04% | 1.74% | 6.79% | -1.40% | 6.29% | 3.28% | 3.75% | -5.60% | 8.66% | 0.61% | 2.09% | 27.57% |
| 2020 | 2.23% | -6.76% | -9.83% | 14.75% | 6.77% | 4.29% | 7.66% | 10.34% | -4.73% | -3.39% | 10.23% | 4.60% | 38.46% |
| 2019 | 9.01% | 3.60% | 2.80% | 4.51% | -6.29% | 6.87% | 2.23% | -0.75% | 0.00% | 2.82% | 4.45% | 2.98% | 36.38% |
| 2018 | 7.02% | -2.58% | -2.72% | 0.29% | 4.41% | 0.97% | 2.94% | 5.43% | 0.58% | -8.97% | 1.06% | -8.68% | -1.66% |
| 2017 | 3.36% | 4.18% | 1.07% | 2.29% | 2.59% | -0.21% | 2.62% | 1.81% | 1.29% | 3.91% | 3.00% | 0.80% | 30.12% |
| 2016 | 0.51% | 4.75% | -0.58% | 0.39% | -2.32% | 2.18% | 1.26% | 6.20% |
Expense Ratio
FSPGX has an expense ratio of 0.04%, which is considered low compared to other funds.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FSPGX is 67, suggesting that the investment has average results relative to other mutual funds in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Large Cap Growth Index Fund (FSPGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Large Cap Growth Index Fund provided a 0.43% dividend yield over the last twelve months, with an annual payout of $0.16 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.16 | $0.22 | $0.18 | $0.16 | $0.18 | $0.17 | $0.15 | $0.13 | $0.03 |
Dividend yield | 0.43% | 0.73% | 0.86% | 0.54% | 0.74% | 0.99% | 1.14% | 0.99% | 0.30% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Large Cap Growth 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 | |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.16 | $0.22 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.14 | $0.18 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.16 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.18 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 | $0.17 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.15 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.13 |
| 2016 | $0.03 | $0.03 |
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 Large Cap Growth 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 Large Cap Growth Index Fund was 32.66%, occurring on Oct 14, 2022. Recovery took 300 trading sessions.
The current Fidelity Large Cap Growth Index Fund drawdown is 1.26%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -32.66% | Dec 28, 2021 | 202 | Oct 14, 2022 | 300 | Dec 26, 2023 | 502 |
| -31.42% | Feb 20, 2020 | 23 | Mar 23, 2020 | 53 | Jun 8, 2020 | 76 |
| -22.02% | Oct 2, 2018 | 58 | Dec 24, 2018 | 75 | Apr 12, 2019 | 133 |
| -13.14% | Jul 11, 2024 | 18 | Aug 5, 2024 | 49 | Oct 14, 2024 | 67 |
| -11.34% | Sep 3, 2020 | 14 | Sep 23, 2020 | 48 | Dec 1, 2020 | 62 |
Volatility
Volatility Chart
The current Fidelity Large Cap Growth Index Fund volatility is 5.32%, 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.