Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Fidelity Large Cap Value Index (FLCOX)

17.51
-0.04
(-0.23%)
At close: 8:04:15 PM EDT

Fund Summary

The fund normally invests at least 80% of assets in securities included in the Russell 1000® Value Index, which is a market capitalization-weighted index designed to measure the performance of the large-cap value segment of the U.S. equity market. The advisor lends securities to earn income for the fund.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 26.51%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return -3.25%
5y Average Return 12.81%
Rank in Category (ytd) 40
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
FLCOXCategory AverageFLCOXCategory AverageFLCOXCategory Average
Alpha -1.72 -0.01 -0.38 -0.03 -- -0.03
BETA 0.89 0.01 0.88 0.01 -- 0.01
Mean Annual Return 0.65 0.01 1.36 0.01 -- 0.01
R-squared 82.49 0.78 82.68 0.83 -- 0.84
Standard Deviation 16.97 0.17 16.41 0.19 -- 0.16
Sharpe Ratio 0.2 0 0.83 0 -- 0.01
Treynor Ratio 2.28 0.04 15.1 0.07 -- 0.08

Related Tickers