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Fidelity SAI Small-Mid Cap 500 Index (FZFLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.27+0.02 (+0.32%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.12%
5-year average return9.08%
Number of years up6
Number of years down2
Best 1-yr total return (1 Jul 2024)29.53%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return29.53%
Worst 3-yr total return5.84%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFZFLXCategory
YTD4.90%17.04%
1-month3.55%-0.01%
3-month1.26%5.47%
1-year23.06%50.44%
3-year2.38%13.15%
5-year11.31%13.75%
10-year0.00%11.35%
Last bull market29.35%25.95%
Last bear market-16.78%-22.55%

Annual total return (%) history

Year
FZFLXCategory
2024
N/AN/A
2023
17.75%N/A
2022
-16.73%N/A
2021
20.93%N/A
2020
19.77%12.39%
2019
29.53%26.21%
2018
-9.25%-11.15%
2017
18.40%15.93%
2016
14.62%14.14%
2015
N/A-4.75%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.33%-5.13%N/AN/A
20233.94%5.23%-4.61%12.86%
2022-4.54%-16.78%-3.42%8.51%
20219.53%6.38%-1.36%5.21%
2020-29.06%27.27%6.61%24.43%
201916.78%3.61%-0.44%7.52%
2018-0.41%4.10%5.56%-17.08%
20174.75%1.81%4.06%6.69%
20161.93%3.37%4.60%3.99%
20152.97%N/AN/AN/A

Rank in category (by total return)

YTD72
1-month48
3-month65
1-year57
3-year72
5-year47

Load adjusted returns

1-year23.06%
3-year2.38%
5-year11.31%
10-yearN/A