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Fidelity Large Cap Growth Index Fund (FSPGX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISINUS31635V7293
IssuerFidelity
CategoryLarge Cap Growth Equities
Asset ClassEquity

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.


0.50%1.00%1.50%2.00%0.04%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds to compare with FSPGX

Fidelity Large Cap Growth Index Fund

Popular comparisons: FSPGX vs. VUG, FSPGX vs. SCHG, FSPGX vs. FBGRX, FSPGX vs. FNILX, FSPGX vs. FSKAX, FSPGX vs. VOOG, FSPGX vs. FSELX, FSPGX vs. SWLGX, FSPGX vs. FCPGX, FSPGX vs. ONEY

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.


100.00%150.00%200.00%250.00%OctoberNovemberDecember2024FebruaryMarch
269.16%
152.90%
FSPGX (Fidelity Large Cap Growth Index Fund)
Benchmark (^GSPC)

S&P 500

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.


PeriodReturnBenchmark
Year-To-Date11.53%10.04%
1 month2.36%3.53%
6 months28.29%22.79%
1 year44.76%32.16%
5 years (annualized)18.58%13.15%
10 years (annualized)N/A10.96%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20242.47%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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
FSPGX
Fidelity Large Cap Growth Index Fund
2.99
^GSPC
S&P 500
2.76

Sharpe Ratio

The current Fidelity Large Cap Growth Index Fund Sharpe ratio is 2.99. A Sharpe ratio higher than 2.0 is considered very good.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00OctoberNovemberDecember2024FebruaryMarch
2.99
2.76
FSPGX (Fidelity Large Cap Growth Index Fund)
Benchmark (^GSPC)

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.


PeriodTTM20232022202120202019201820172016
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-15.00%-10.00%-5.00%0.00%OctoberNovemberDecember2024FebruaryMarch
-0.48%
0
FSPGX (Fidelity Large Cap Growth Index Fund)
Benchmark (^GSPC)

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, 2021202Oct 14, 2022300Dec 26, 2023502
-31.42%Feb 20, 202023Mar 23, 202053Jun 8, 202076
-22.02%Oct 2, 201858Dec 24, 201875Apr 12, 2019133
-11.34%Sep 3, 202014Sep 23, 202048Dec 1, 202062
-9.9%Jan 29, 20189Feb 8, 201880Jun 5, 201889

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.


2.00%3.00%4.00%5.00%6.00%OctoberNovemberDecember2024FebruaryMarch
3.98%
2.82%
FSPGX (Fidelity Large Cap Growth Index Fund)
Benchmark (^GSPC)