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    Fidelity Spartan 500 Index Inv (FUSEX)

    74.71 Down 0.22(0.29%) Feb 27

    Risk as of Jan 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:3
    Number of Years Up21
    Number of Years Down5
    Best 1 Yr Total Return(Dec 30, 2013):32.25%
    Worst 1 Yr Total Return(Dec 30, 2008):-37.03%
    Risk (Modern Portfolio Theory) Statistics 
    3 Years
    StatisticFUSEXCategory
    Alpha (against Standard Index)-0.08-1.50
    Beta (against Standard Index)1.001.01
    Mean Annual Return1.381.28
    R-squared (against Standard Index)100.0092.42
    Standard Deviation9.319.81
    Sharpe Ratio1.771.56
    Treynor Ratio17.3115.73
    5 Years
    StatisticFUSEXCategory
    Alpha (against Standard Index)-0.08-1.74
    Beta (against Standard Index)1.001.02
    Mean Annual Return1.281.17
    R-squared (against Standard Index)100.0095.61
    Standard Deviation12.9513.58
    Sharpe Ratio1.181.04
    Treynor Ratio15.4313.66
    10 Years
    StatisticFUSEXCategory
    Alpha (against Standard Index)-0.06-0.62
    Beta (against Standard Index)1.001.01
    Mean Annual Return0.700.66
    R-squared (against Standard Index)100.0094.89
    Standard Deviation14.6915.26
    Sharpe Ratio0.470.42
    Treynor Ratio6.065.43