See what your fund actually adds
Fidelity ZERO Extended Market Index Fund FZIPX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | FZIPX | Replication |
|---|---|---|
| Annualized growth | 7.3% | 6.6% |
| Annualized volatility | 19.6% | 19.5% |
| Sharpe ratio | 0.46 | 0.43 |
| Maximum drawdown | 27.8% | 27.7% |
| Replication fit (R²) | 1.00 · Tracking error 1.0% | |
Replication portfolio
The published portfolio below is the investable basket used to model FZIPX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBR | Small-Cap · Value | 46.5% |
| VBK | Small-Cap · Growth | 33.9% |
| IWC | Micro Cap | 9.2% |
| IJR | US Small Cap | 6.3% |
| IJH | US Mid Cap | 4.1% |