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FMEIX: FIDELITY MID CAP ENHANCED INDEX FUND FIDELITY MID CAP ENHANCED INDEX FUND (MUTUAL FUND)
Basic Info
| Asset Class: | MID-CAP BLEND |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 01/07/2008 |
| Last Dividend Date: | 11/14/2023 |
| 12-Mo. Yield | 4.20% |
| Expenses | 0.45% |
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Performance Analytics (As of 11/28/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 01/07/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -33.8 | -8.8 | -0.7 | 3.7 | 9.2 | 5.4 | -31.8 | -14.2 | 24.1 | 15.4 | 27.4 | -11.9 | 18.4 | 13.5 | -2.4 | 13.1 | 39.9 | 16.5 | -1.6 | 19.3 | 36.2 | -36.7 |
| Sharpe Ratio | NA | -0.79 | -0.32 | -0.06 | 0.12 | NA | 0.19 | -0.78 | -0.62 | 1.48 | 0.4 | 1.95 | -0.82 | 2.09 | 0.87 | -0.16 | 1.02 | 3.19 | 1.18 | -0.06 | 0.89 | 1.2 | -0.9 |
| Draw Down(%) | NA | 39.5 | 42.6 | 42.6 | 42.6 | NA | 54.1 | 39.5 | 22.3 | 7.5 | 40.1 | 7.3 | 22.1 | 4.0 | 12.7 | 12.4 | 9.2 | 6.2 | 11.4 | 24.9 | 19.0 | 26.8 | 52.5 |
| Standard Deviation(%) | NA | 47.2 | 32.2 | 30.8 | 23.8 | NA | 24.9 | 49.2 | 25.3 | 16.2 | 37.5 | 13.3 | 16.2 | 8.5 | 15.3 | 15.0 | 12.9 | 12.5 | 14.0 | 27.0 | 21.6 | 30.1 | 42.1 |
| Treynor Ratio | NA | -0.36 | -0.1 | -0.02 | 0.03 | NA | 0.05 | -0.36 | -0.16 | 0.23 | 0.15 | 0.25 | -0.14 | 0.17 | 0.13 | -0.03 | 0.13 | 0.4 | 0.18 | -0.02 | 0.2 | 0.39 | -0.41 |
| Alpha | NA | -0.15 | -0.04 | -0.03 | -0.02 | NA | -0.01 | -0.16 | 0.02 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | -0.02 | 0.0 | 0.0 |
| Beta | NA | 1.04 | 1.01 | 1.01 | 1.01 | NA | 0.97 | 1.06 | 0.97 | 1.06 | 1.01 | 1.02 | 0.99 | 1.05 | 0.99 | 0.97 | 0.99 | 0.99 | 0.93 | 0.99 | 0.98 | 0.92 | 0.94 |
| RSquared | NA | 0.18 | 0.47 | 0.68 | 0.73 | NA | 0.85 | 0.16 | 0.99 | 0.96 | 0.99 | 0.98 | 0.98 | 0.94 | 0.98 | 0.97 | 0.93 | 0.97 | 0.97 | 0.99 | 0.97 | 0.99 | 0.99 |
| Yield(%) | N/A | 4.2 | 7.6 | 7.6 | 7.1 | 12.3 | N/A | 1.1 | 2.8 | 15.3 | 3.8 | 4.7 | 8.4 | 7.3 | 1.5 | 4.8 | 10.0 | 6.7 | 3.4 | 6.6 | 2.6 | 0.0 | 0.0 |
| Dividend Growth(%) | N/A | -73.2 | 34.6 | 56.6 | N/A | N/A | N/A | -68.4 | -79.6 | 335.6 | -0.2 | -55.5 | 28.8 | 465.6 | -72.1 | -50.3 | 91.7 | 127.1 | -53.0 | 192.7 | N/A | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 01/07/2008
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See MID-CAP BLEND Asset Class Trend Rankings |
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Best Closed End Funds
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