WebDec 26, 2024 · In the most recent bear market, FUSVX lost 50.96% and underperformed its peer group by 1.39%. This might suggest that the fund is a worse choice than its peers … WebFeb 28, 2024 · Fidelity® SAI US LowVolatility Idx. FSUVX. Morningstar Analyst Rating. Quantitative rating as of Feb 28, 2024 See Fidelity Investment Hub. Quote. Chart. Fund …
Is Fidelity 500 Index Adviser (FUSVX) a Strong Mutual Fund Pick …
WebSep 2, 2024 · The company launched operations in March 2012. It's led by a team of finance professionals, data scientists and software engineers backed by the same venture capital team that backed PayPal and Google. The service offers direct management of taxable investment accounts — both individual and joint. WebThe best predictor of mutual fund performance is low expense ratio, as reported by Morningstar despite the fact that it produces the star ratings you cite.Most of the funds you list are actively managed and thus have high expense ratios. Even if you believe there are mutual fund managers out there that can pick investments intelligently enough to offset … cool greys 4s
FUSEX vs FUSVX
WebMar 31, 2024 · Morningstar calculates these risk levels by looking at the Morningstar Risk of the funds in the Category over the previous 5-year period. Morningstar Risk is the difference between the Morningstar Return, based on fund total returns, and the Morningstar Risk Adjusted Return, based on fund total returns adjusted for performance volatility. WebDec 26, 2024 · FUSVX's standard deviation over the past three years is 10.05% compared to the category average of 9.12%. Over the past 5 years, the standard deviation of the … WebAnnual Total Return (%) History. Year FUSVX Category. 2024 N/A-6.27%. 2024 21.79%20.44%. 2016 11.92%10.37%. 2015 1.35%-1.07%. 2014 13.62%10.96%. 2013 … family plan dtv