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

Total Real Returns

FNCL,AVUV,FXNAX: Total Return Chart (with Dividends Reinvested)

Thu 2019-09-26? to Tue 2025-08-05 YTD
Return
TR
Price
FNCL
×
+7.92%
2025-08-05
3.747 TR
2025-08-05
Fidelity MSCI Financials Index ETF Exchange-Traded Fund
AVUV
×
−3.37%
2025-08-05
2.025 TR
2025-08-05
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
FXNAX
×
+4.71%
2025-08-05
1.354 TR
2025-08-05
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund

Returns

Thu 2019-09-26? to Tue 2025-08-05 Overall
Return
Exponential
Trendline
FNCL
×
+104.02%
+12.94%/yr
+13.04%/yr
(R2=0.715)
Fidelity MSCI Financials Index ETF Exchange-Traded Fund
AVUV
×
+102.51%
+12.80%/yr
+16.20%/yr
(R2=0.733)
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
FXNAX
×
+3.63%
+0.61%/yr
−1.58%/yr
(R2=0.261)
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund

Growth of $10,000

Thu 2019-09-26? to Tue 2025-08-05 Start
Value
End
Value
FNCL
×
$10,000.00
2019-09-26
$20,402.33
2025-08-05
Fidelity MSCI Financials Index ETF Exchange-Traded Fund
AVUV
×
$10,000.00
2019-09-26
$20,251.30
2025-08-05
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
FXNAX
×
$10,000.00
2019-09-26
$10,362.90
2025-08-05
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund

Annual Returns

Year FNCL AVUV FXNAX
2025 (YTD) +7.92% −3.37% +4.71%
2024 +30.44% +9.29% +1.62%
2023 +14.10% +22.82% +5.53%
2022 −12.28% −4.91% −13.25%
2021 +34.92% +42.20% −1.79%
2020 −2.19% +6.43% +7.82%
2019 +31.59% +8.50% +8.51%
2018 −13.44% +0.05%
2017 +19.99% +3.51%
2016 +24.30% +2.52%
2015 −0.75% +0.64%
2014 +14.01% +5.99%
2013 +4.83% −2.19%
2012 +4.26%
2011 +4.76%

Drawdowns

Thu 2019-09-26? to Tue 2025-08-05 Current
Drawdown
Worst
Drawdown
FNCL
×
−3.03% −44.38%
2020-03-23
Fidelity MSCI Financials Index ETF Exchange-Traded Fund
AVUV
×
−11.96% −49.42%
2020-03-23
Avantis U.S. Small Cap Value ETF Exchange-Traded Fund
FXNAX
×
−4.67% −18.64%
2022-10-24
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund