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Nasdaq - Delayed Quote USD

Fidelity Small Cap Value Index (FISVX)

21.80
+0.06
+(0.28%)
At close: 8:04:15 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in securities included in the Russell 2000® Value Index, which is a market capitalization-weighted index designed to measure the performance of the small-cap value segment of the U.S. equity market.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.14%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 1

Performance & Risk

YTD Return -15.08%
5y Average Return 12.02%
Rank in Category (ytd) 59
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FISVXCategory AverageFISVXCategory AverageFISVXCategory Average
Alpha -8.09 -0.12 -2.82 -0.08 -- -0.07
BETA 1.14 0.01 1.06 0.01 -- 0.01
Mean Annual Return 0.24 0.01 1.4 0.01 -- 0.01
R-squared 67.19 0.78 63.85 0.72 -- 0.73
Standard Deviation 23.89 0.28 22.47 0.23 -- 0.2
Sharpe Ratio -0.07 0 0.62 0.01 -- 0.01
Treynor Ratio -3.95 0.06 11.79 0.09 -- 0.08

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