Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FZROX (FIDELITY ZERO TOTAL MARKET INDEX FUND) | 7.11% | 22.03% | 20.09% | 11.99% | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 08/03/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FZROX (FIDELITY ZERO TOTAL MARKET INDEX FUND) | 08/03/2018 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.65 | 22.03 | 20.09 | 11.99 | NA | NA | NA | … | … | 7.11 | 17.23 | 23.94 | 26.20 | -19.21 | 26.00 | 20.51 | 31.15 | -11.92 |
| Sharpe Ratio | NA | 1.85 | 1.19 | 0.57 | NA | NA | NA | … | … | 1.32 | 0.76 | 1.56 | 1.68 | -0.83 | 1.89 | 0.58 | 2.32 | -1.48 |
| Standard Deviation(%) | NA | 12.57 | 15.23 | 17.38 | NA | NA | NA | … | … | 14.33 | 19.00 | 13.00 | 13.53 | 24.90 | 13.73 | 35.08 | 12.76 | 19.30 |
| Draw Down(%) | NA | 8.89 | 19.38 | 25.12 | NA | NA | NA | … | … | 8.89 | 19.38 | 8.57 | 10.75 | 25.12 | 5.12 | 34.96 | 6.81 | 20.13 |
| Yield(%) | 0.00 | 1.15 | 1.55 | 1.47 | 1.52 | 1.02 | 0.76 | … | … | 0.00 | 1.19 | 1.43 | 1.70 | 1.24 | 1.57 | 1.50 | 1.95 | 0.65 |
Data as of 06/10/2026, Common starting date is 08/03/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZROX (FIDELITY ZERO TOTAL MARKET INDEX FUND) |
6.56%
Apr 2021 – Apr 2024 |
9.18%
Sep 2018 – Sep 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FZROX (FIDELITY ZERO TOTAL MARKET INDEX FUND) |
25.81%
Dec 2018 – Dec 2021 |
18.27%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart