FSMDX Performance — Fidelity Mid Cap Index Fund
Data updated: 2026-09-23
FSMDX returned +14.62% year to date and +18.73% over one year to Jul 2026. Annualised returns are +14.78% over 3 years and +8.21% over 5 years. Against its US Mid-Cap Blend category average the fund came out ahead over three years but behind over one: $100 invested three years ago grew to $151, against $144 for the category, and to $119 over one year, against $119. Volatility over the past three years was 14.96% a year. In the 12 months to Jul 2026 the fund took in a net $814.1M, and assets reached $52.09B.
FSMDX Growth of $100
What $100 invested in Fidelity Mid Cap Index Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Blend category average over the same months.
| Period | FSMDX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $119 | $119 |
| 3 years (Aug 2023 – Jul 2026) | $151 | $144 |
| 5 years (Aug 2021 – Jul 2026) | $148 | $145 |
| Since data start (Aug 2019 – Jul 2026) | $216 | $204 |
FSMDX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +14.62% |
| 1 year | +18.73% |
| 3 years (annualised) | +14.78% |
| 5 years (annualised) | +8.21% |
FSMDX Annual Returns
Calendar-year total returns of Fidelity Mid Cap Index Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +14.62% |
| 2025 | +10.57% |
| 2024 | +15.37% |
| 2023 | +17.22% |
| 2022 | −17.29% |
| 2021 | +22.56% |
| 2020 | +17.12% |
| 2019 (Aug–Dec) | +6.04% |
FSMDX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +3.1% | +3.8% | −5.3% | +7.3% | +2.8% | +3.1% | −0.6% | — | — | — | — | — |
| 2025 | +4.2% | −2.8% | −4.7% | −1.0% | +5.7% | +3.7% | +1.8% | +2.5% | +0.9% | −0.8% | +1.3% | −0.3% |
| 2024 | −1.4% | +5.6% | +4.3% | −5.4% | +2.9% | −0.7% | +4.7% | +2.0% | +2.2% | −0.5% | +8.8% | −7.0% |
| 2023 | +8.3% | −2.4% | −1.5% | −0.5% | −2.8% | +8.3% | +4.0% | −3.5% | −5.0% | −5.0% | +10.2% | +7.7% |
| 2022 | −7.4% | −0.7% | +2.5% | −7.7% | +0.1% | −10.0% | +9.9% | −3.1% | −9.2% | +8.9% | +6.0% | −5.4% |
| 2021 | −0.3% | +5.6% | +2.7% | +5.1% | +0.8% | +1.4% | +0.8% | +2.5% | −4.1% | +5.9% | −3.5% | +4.1% |
| 2020 | −0.8% | −8.7% | −19.5% | +14.3% | +7.0% | +1.8% | +5.9% | +3.5% | −1.9% | +0.6% | +13.8% | +4.7% |
| 2019 | — | — | — | — | — | — | — | −2.8% | +1.9% | +1.1% | +3.6% | +2.3% |
FSMDX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 14.96%
- 3-year Sharpe ratio: 0.69 (vs 4.5% risk-free rate)
- Best month: +10.24% (Nov 2023)
- Worst month: −7.04% (Dec 2024)
FSMDX Fund Flows
Monthly money in and out of Fidelity Mid Cap Index Fund, from SEC Form N-PORT.
- 12-month net flow: $814.1M
- 12-month gross sales (incl. reinvestments): $14.6B
- Sales ÷ redemptions: 1.06×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $1.4B | $2.2B | −$813.1M |
| Jun 2026 | $1.5B | $1.4B | $89.1M |
| May 2026 | $1.0B | $940.1M | $62.6M |
| Apr 2026 | $1.1B | $1.0B | $46.8M |
| Mar 2026 | $1.4B | $1.1B | $294.5M |
| Feb 2026 | $1.1B | $847.7M | $225.8M |
| Jan 2026 | $1.5B | $1.8B | −$323.9M |
| Dec 2025 | $1.6B | $1.1B | $538.9M |
| Nov 2025 | $860.2M | $691.2M | $169.1M |
| Oct 2025 | $1.1B | $1.1B | $34.8M |
| Sep 2025 | $1.0B | $909.2M | $135.2M |
| Aug 2025 | $1.0B | $660.9M | $354.4M |
FSMDX Assets Under Management
Net assets of Fidelity Mid Cap Index Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $52.09B |
| 2026-04-30 | $50.04B |
| 2026-01-31 | $46.87B |
| 2025-10-31 | $45.03B |
| 2025-07-31 | $43.39B |
| 2025-04-30 | $37.69B |
| 2025-01-31 | $38.63B |
| 2024-10-31 | $36.34B |
| 2024-07-31 | $35.87B |
| 2024-04-30 | $33.44B |
| 2024-01-31 | $31.17B |
| 2023-10-31 | $25.84B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.