Skip to search.

Breaking News Visit Yahoo! News for the latest.

×Close this window

 Dow Down0.08% Nasdaq Down0.11%

Fidelity Spartan 500 Index Inv (FUSEX)

58.64 Down 0.16(0.27%) May 23


Risk as of Feb 27, 2013Get Risk for:
Risk Overview 
Morningstar Risk Rating:3
Number of Years Up19
Number of Years Down5
Best 1 Yr Total Return(Dec 30, 2003):28.50%
Worst 1 Yr Total Return(Dec 30, 2008):-37.03%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticFUSEXCategory
Alpha (against Standard Index)-0.08-2.01
Beta (against Standard Index)1.001.04
Mean Annual Return1.150.98
R-squared (against Standard Index)100.0096.78
Standard Deviation15.2015.86
Sharpe Ratio0.900.74
Treynor Ratio13.3110.68
5 Years
StatisticFUSEXCategory
Alpha (against Standard Index)-0.05-0.96
Beta (against Standard Index)1.001.02
Mean Annual Return0.550.51
R-squared (against Standard Index)100.0096.21
Standard Deviation18.8819.63
Sharpe Ratio0.330.30
Treynor Ratio4.583.94
10 Years
StatisticFUSEXCategory
Alpha (against Standard Index)-0.07-0.38
Beta (against Standard Index)1.001.02
Mean Annual Return0.750.70
R-squared (against Standard Index)100.0094.96
Standard Deviation14.7915.34
Sharpe Ratio0.490.44
Treynor Ratio6.445.74