Fidelity Large Cap Growth Index Fund (FSPGX)
Fund Info
ISIN | US31635V7293 |
---|---|
Issuer | Fidelity |
Category | Large Cap Growth Equities |
Asset Class | Equity |
Asset Class Size | Large-Cap |
Asset Class Style | Growth |
Expense Ratio
The Fidelity Large Cap Growth Index Fund has an expense ratio of 0.04% which is considered to be low.
Share Price Chart
Loading data...
Compare to other instruments
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 11.53% year-to-date (YTD) and 44.76% in the last 12 months.
Period | Return | Benchmark |
---|---|---|
Year-To-Date | 11.53% | 10.04% |
1 month | 2.36% | 3.53% |
6 months | 28.29% | 22.79% |
1 year | 44.76% | 32.16% |
5 years (annualized) | 18.58% | 13.15% |
10 years (annualized) | N/A | 10.96% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | 2.47% | 6.81% | ||||||||||
2023 | -0.90% | -5.43% | -1.42% | 10.98% | 4.42% |
Risk-Adjusted Performance
Risk-Adjusted Performance Indicators
This table presents risk-adjusted performance metrics for Fidelity Large Cap Growth Index Fund (FSPGX) and compares them with a selected benchmark (^GSPC). These performance indicators assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
Fidelity Large Cap Growth Index Fund | 2.99 | ||||
S&P 500 | 2.76 |
Dividends
Dividend History
Fidelity Large Cap Growth Index Fund granted a 0.66% dividend yield in the last twelve months. The annual payout for that period amounted to $0.22 per share.
Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
---|---|---|---|---|---|---|---|---|---|
Dividend | $0.22 | $0.22 | $0.18 | $0.66 | $0.42 | $0.18 | $0.19 | $0.16 | $0.03 |
Dividend yield | 0.66% | 0.73% | 0.86% | 2.22% | 1.76% | 1.04% | 1.47% | 1.22% | 0.29% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2024 | $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 |
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 |
2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.04 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.62 |
2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.18 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.24 |
2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 |
2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.13 |
2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.12 |
2016 | $0.03 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
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 0.48%.
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 |
-11.34% | Sep 3, 2020 | 14 | Sep 23, 2020 | 48 | Dec 1, 2020 | 62 |
-9.9% | Jan 29, 2018 | 9 | Feb 8, 2018 | 80 | Jun 5, 2018 | 89 |
Volatility
Volatility Chart
The current Fidelity Large Cap Growth Index Fund volatility is 3.98%, 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.