All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

FEQIX,FXAIX: Total Return Chart (with Dividends Reinvested)

Tue 2011-05-10? to Thu 2026-04-02 YTD
Return
TR
Price
FEQIX
×
+3.14%
2026-04-02
35.78 TR
2026-04-02
Fidelity Equity-Income Fund Mutual Fund
FXAIX
×
−3.53%
2026-04-02
6.408 TR
2026-04-02
Fidelity 500 Index Fund Mutual Fund

Returns

Tue 2011-05-10? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
FEQIX
×
+326.79%
+10.23%/yr
+10.24%/yr
(R2=0.970)
Fidelity Equity-Income Fund Mutual Fund
FXAIX
×
+540.83%
+13.28%/yr
+13.68%/yr
(R2=0.982)
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000

Tue 2011-05-10? to Thu 2026-04-02 Start
Value
End
Value
FEQIX
×
$10,000.00
2011-05-10
$42,679.17
2026-04-02
Fidelity Equity-Income Fund Mutual Fund
FXAIX
×
$10,000.00
2011-05-10
$64,083.43
2026-04-02
Fidelity 500 Index Fund Mutual Fund

Annual Returns

Year FEQIX FXAIX
2026 (YTD) +3.14% −3.53%
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 +29.98%
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 −1.75%
1986 −0.64%

Drawdowns

Tue 2011-05-10? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
FEQIX
×
−4.76% −33.12%
2020-03-23
Fidelity Equity-Income Fund Mutual Fund
FXAIX
×
−5.44% −33.79%
2020-03-23
Fidelity 500 Index Fund Mutual Fund