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Fidelity 500 Index Premium (FUSVX)

YHD - YHD Delayed price. Currency in USD
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95.27-0.60 (-0.63%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up11
Number of years down1
Best 1-yr total return (Invalid Date)32.33%
Worst 1-yr total return (Invalid Date)-37.01%
Best 3-yr total return32.33%
Worst 3-yr total return-8.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFUSVXCategory
YTD2.98%14.84%
1-month-6.84%1.65%
3-month-3.26%7.55%
1-year7.31%40.47%
3-year11.48%16.77%
5-year11.30%16.15%
10-year13.21%13.21%
Last bull market25.07%24.09%
Last bear market-16.29%-17.61%

Annual total return (%) history

Year
FUSVXCategory
2018
N/A-6.27%
2017
21.79%20.44%
2016
11.92%10.37%
2015
1.35%-1.07%
2014
13.62%10.96%
2013
32.33%31.50%
2012
15.97%14.96%
2011
2.06%-1.27%
2010
15.01%14.01%
2009
26.55%28.17%
2008
-37.01%-37.79%
2007
5.46%6.16%
2006
15.75%14.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-0.77%3.43%7.71%N/A
20176.06%3.07%4.48%6.63%
20161.35%2.44%3.85%3.81%
20150.95%0.27%-6.45%7.03%
20141.79%5.22%1.13%4.91%
201310.60%2.90%5.24%10.50%
201212.59%-2.76%6.33%-0.38%
20115.91%0.09%-13.88%11.80%
20105.38%-11.43%11.28%10.74%
2009-10.97%15.96%15.61%6.03%
2008-9.46%-2.73%-8.36%-21.96%
20070.64%6.25%2.05%-3.35%
20064.21%-1.45%5.66%6.68%

Rank in category (by total return)

YTD20
1-month40
3-month29
1-year21
3-year12
5-year10

Load adjusted returns

1-year7.31%
3-year11.48%
5-year11.30%
10-year13.21%