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Fidelity 500 Index Investor (FUSEX)

YHD - YHD Delayed price. Currency in USD
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95.26-0.59 (-0.62%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up24
Number of years down5
Best 1-yr total return (Invalid Date)32.25%
Worst 1-yr total return (Invalid Date)-37.03%
Best 3-yr total return32.25%
Worst 3-yr total return-8.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFUSEXCategory
YTD2.94%14.84%
1-month-6.84%1.65%
3-month-3.26%7.55%
1-year7.27%40.47%
3-year11.43%16.77%
5-year11.25%16.15%
10-year13.16%13.21%
Last bull market25.04%24.09%
Last bear market-16.30%-17.61%

Annual total return (%) history

Year
FUSEXCategory
2018
N/A-6.27%
2017
21.72%20.44%
2016
11.87%10.37%
2015
1.31%-1.07%
2014
13.59%10.96%
2013
32.25%31.50%
2012
15.93%14.96%
2011
2.03%-1.27%
2010
14.98%14.01%
2009
26.51%28.17%
2008
-37.03%-37.79%
2007
5.43%6.16%
2006
15.72%14.17%
2005
4.85%5.88%
2004
10.73%10.02%
2003
28.50%27.05%
2002
-22.21%-22.25%
2001
-12.05%-13.50%
2000
-9.18%-6.31%
1999
20.66%20.16%
1998
28.49%22.39%
1997
33.04%28.37%
1996
22.73%20.76%
1995
37.18%32.35%
1994
1.09%-0.93%
1993
9.80%10.21%
1992
7.35%7.00%
1991
30.16%30.90%
1990
-3.63%-3.13%
1989
31.45%25.43%
1988
N/A14.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-0.78%3.40%7.70%N/A
20176.04%3.06%4.46%6.62%
20161.32%2.44%3.84%3.80%
20150.92%0.28%-6.46%7.02%
20141.79%5.21%1.10%4.91%
201310.58%2.88%5.23%10.48%
201212.56%-2.77%6.34%-0.39%
20115.91%0.08%-13.89%11.79%
20105.38%-11.44%11.27%10.72%
2009-10.97%15.95%15.60%6.01%
2008-9.46%-2.74%-8.39%-21.95%
20070.62%6.26%2.04%-3.36%
20064.19%-1.44%5.65%6.66%
2005-2.17%1.36%3.58%2.07%
20041.64%1.68%-1.90%9.22%
2003-3.20%15.38%2.60%12.14%
20020.22%-13.43%-17.29%8.41%
2001-11.89%6.05%-14.95%10.67%
20002.25%-2.65%-0.99%-7.83%
19994.82%6.96%-6.28%14.83%
199813.85%3.25%-9.95%21.38%
19972.61%17.38%7.43%2.81%
19965.41%4.40%3.02%8.25%
19959.65%9.46%7.88%5.94%
1994-3.90%0.41%4.80%-0.03%
19934.28%0.37%2.55%2.28%
1992-2.62%1.84%3.13%4.96%
199114.51%-0.29%5.25%8.32%
1990-3.11%6.25%-14.00%8.84%
19897.10%8.76%10.65%2.00%
19886.10%0.40%3.16%N/A

Rank in category (by total return)

YTD22
1-month40
3-month30
1-year23
3-year14
5-year11

Load adjusted returns

1-year7.27%
3-year11.43%
5-year11.25%
10-year13.16%