Page 352 - DCAC February 2024 Files

24.0
20.0
Risk (Standard Deviation %)
16.0
(5 YEARS*)
12.0
8.0
RISK VS. RETURN
4.0
6.0
18.0
21.0
15.0
12.0
9.0
Return (%)
Years
10
Years
7
Years
5
Years
3
PEER GROUP ANALYSIS - IM U.S. Large Cap Core Equity (MF)
(37) Standard Return Deviation (13) 12.02 (26) 13.40 (25) 15.68 (25) 9.99 18.37 15.68 Fidelity 500 Index   (13) 12.03 (26) 13.42 (25) 15.69 (25) 10.00 (37) 18.37 15.69 S&P 500 Index   18.29 14.61 Median 10.94 12.52 14.61 8.83  2016 2017 2018 2019 2020 2021 (20) 11.97 (45) 21.81 (32) -4.40 (37) 31.47 (50) 18.40 (26) 28.69
1 Year 26.29 26.29 24.85 2022 -18.13 -18.11 -18.72 3 Years Ending Dec-2023 9.99 10.00 8.83
(37) (37)
Year To Date 26.29 26.29 24.85
(51) (51) CALENDAR YEAR RETURNS AND PERCENTILE RANKINGS ROLLING 3 YEAR RETURN AND PERCENTILE RANKINGS
Last Quarter 11.69 11.69 11.70
Fidelity 500 Index   S&P 500 Index   Median Fidelity 500 Index S&P 500 Index Fidelity 500 Index S&P 500 Index
44.0 36.0 28.0 20.0 12.0 4.0 -4.0 IM U.S. Large Cap Core Equity (MF) Median IM U.S. Large Cap Core Equity (MF) Median
Return
Fidelity 500 Index 12/31/23 FUND INFORMATION Fidelity Investments Fund Family : 05/04/2011 Fund Inception : Team Managed Portfolio Manager : $484,415 Million Total Assets : 3% Turnover : Investment Stratgey: The fund employs a "passive management"-or indexing-investment approach designed to mimic the performance of the S&P 500 Index, a broadly diversified index of stocks of predominantly large U.S. companies.