vs FZROX
Backtest FSKAX vs FZROXAug 3, 2018 – Oct 2, 2026, FZROX sets the start date
Growth of $10,000
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Key metrics
| Return | FSKAX | FZROX |
|---|---|---|
| Final balance | $29,281 | $29,564 |
| Total return | +192.81% | +195.64% |
| CAGR | +14.06% | +14.20% |
| Calendar years | FSKAX | FZROX |
|---|---|---|
| Best year | +30.92% | +31.15% |
| Worst year | −19.53% | −19.21% |
| Positive years | 6 of 7 | 6 of 7 |
| Risk | FSKAX | FZROX |
|---|---|---|
| Max drawdown | −35.01% | −34.96% |
| Longest drawdown | 2 years | 1.9 years |
| Volatility (annualized) | 19.80% | 19.76% |
| Risk-adjusted | FSKAX | FZROX |
|---|---|---|
| Sharpe ratio | 0.77 | 0.77 |
| Sortino ratio | 1.08 | 1.09 |
| Calmar ratio | 0.40 | 0.41 |
Trailing returns
| Period | FSKAX | FZROX | FSKAX − FZROX |
|---|---|---|---|
| YTD | +13.77% | +13.79% | −0.02% |
| 1Y | +15.91% | +16.02% | −0.12% |
| 3Y | +22.84% | +22.91% | −0.07% |
| 5Y | +12.56% | +12.74% | −0.18% |
Rolling returns
| Period | FSKAX median | FZROX median | More often ahead |
|---|---|---|---|
| 1Y | +17.56% | +17.69% | FZROX 78% |
| 3Y | +13.02% | +13.23% | FZROX 99% |
| 5Y | +13.87% | +14.03% | FZROX 100% |
Worst drawdowns · FSKAX
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −25.4% | Jan 2022 | Oct 2022 | Dec 2023 | 2 years |
| −20.3% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −19.4% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −9.3% | Sep 2020 | Sep 2020 | Nov 2020 | 2 months |
| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −35.0% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −25.1% | Jan 2022 | Sep 2022 | Dec 2023 | 1.9 years |
| −20.1% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −19.4% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |
| −9.3% | Sep 2020 | Sep 2020 | Nov 2020 | 2 months |
Annual returns
| Year | FSKAX | FZROX | FSKAX − FZROX |
|---|---|---|---|
| 2018from Aug 3 | −12.01% | −11.93% | −0.08% |
| 2019 | +30.92% | +31.15% | −0.22% |
| 2020 | +20.79% | +20.51% | +0.28% |
| 2021 | +25.66% | +26.00% | −0.34% |
| 2022 | −19.53% | −19.21% | −0.32% |
| 2023 | +26.12% | +26.20% | −0.08% |
| 2024 | +23.89% | +23.94% | −0.05% |
| 2025 | +17.06% | +17.23% | −0.17% |
| 2026to Oct 2 | +13.77% | +13.79% | −0.02% |
About FSKAX vs FZROX
Both are Fidelity funds that hold almost the whole US stock market. FSKAX tracks the Dow Jones U.S. Total Stock Market Index. FZROX tracks Fidelity's own index and charges no fee, but it can only be held at Fidelity. Moving it to another broker means selling it, which can mean taxes in a taxable account.
FSKAX returned 14.1% a year from Aug 2018 to Oct 2026, against 14.2% for FZROX. Both fell furthest in 2020, FSKAX by 35.0% and FZROX by 35.0%. FZROX beat FSKAX in 6 of 7 full years and in every rolling 5-year period.
Uses daily closing prices with dividends reinvested. Fund fees are included, but not taxes or trading costs. The comparison starts on Aug 3, 2018, when FZROX's prices begin.