All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2011-05-10? to Fri 2026-05-15 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
+7.20%
2026-05-15 |
+21.96%
2026-05-15 |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| FXAIX × |
+8.69%
2026-05-15 |
+26.73%
2026-05-15 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10? to Fri 2026-05-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
+343.56%
+10.43%/yr |
+10.28%/yr
(R2=0.970) |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| FXAIX × |
+622.03%
+14.07%/yr |
+13.71%/yr
(R2=0.982) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10? to Fri 2026-05-15 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
$10,000.00
2011-05-10 |
$44,356.31
2026-05-15 |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| FXAIX × |
$10,000.00
2011-05-10 |
$72,203.23
2026-05-15 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Year | FEQIX | FXAIX |
|---|---|---|
| 2026 (YTD) | +7.20% | +8.69% |
| 2025 | +18.96% | +18.20% |
| 2024 | +15.34% | +25.01% |
| 2023 | +10.62% | +26.29% |
| 2022 | −5.10% | −18.14% |
| 2021 | +24.48% | +28.71% |
| 2020 | +6.77% | +18.42% |
| 2019 | +27.90% | +31.48% |
| 2018 | −8.46% | −4.43% |
| 2017 | +13.39% | +21.82% |
| 2016 | +17.42% | +11.97% |
| 2015 | −3.52% | +1.38% |
| 2014 | +9.03% | +13.67% |
| 2013 | +27.70% | +32.39% |
| 2012 | +17.26% | +16.00% |
| 2011 | −4.67% | −5.95% |
| 2010 | +15.14% | — |
| 2009 | +29.55% | — |
| 2008 | −41.61% | — |
| 2007 | +1.65% | — |
| 2006 | +20.15% | — |
| 2005 | +5.87% | — |
| 2004 | +11.39% | — |
| 2003 | +29.99% | — |
| 2002 | −17.15% | — |
| 2001 | −4.96% | — |
| 2000 | +8.86% | — |
| 1999 | +8.00% | — |
| 1998 | +12.71% | — |
| 1997 | +30.04% | — |
| 1996 | +21.07% | — |
| 1995 | +31.95% | — |
| 1994 | +0.41% | — |
| 1993 | +21.36% | — |
| 1992 | +13.56% | — |
| 1991 | +29.41% | — |
| 1990 | −13.94% | — |
| 1989 | +18.93% | — |
| 1988 | +22.40% | — |
| 1987 | −1.74% | — |
| 1986 | −0.64% | — |
| Tue 2011-05-10? to Fri 2026-05-15 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FEQIX × |
−1.60%
from 2026-05-06 peak |
−33.12%
2020-03-23 from 2020-02-12 peak |
||||
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| FXAIX × |
−1.22%
from 2026-05-14 peak |
−33.79%
2020-03-23 from 2020-02-19 peak |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-05-15 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FEQIX × | +21.96% |
+33.08% +15.37%/yr |
+61.79% +17.39%/yr |
+64.63% +10.48%/yr |
+213.10% +12.09%/yr |
|
| Fidelity Equity-Income Fund Mutual Fund | ||||||
| FXAIX × | +26.73% |
+43.57% +19.84%/yr |
+87.13% +23.22%/yr |
+91.27% +13.84%/yr |
+329.66% +15.69%/yr |
|
| Fidelity 500 Index Fund Mutual Fund | ||||||