All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2011-05-10? to Wed 2025-08-13 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
FTBFX × |
+4.95%
2025-08-13 |
2.661 TR
2025-08-13 |
||||
Fidelity Total Bond Fund Mutual Fund | ||||||
FXAIX × |
+11.11%
2025-08-13 |
6.244 TR
2025-08-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Wed 2025-08-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FTBFX × |
+53.08%
+3.03%/yr |
+2.67%/yr
(R2=0.844) |
||||
Fidelity Total Bond Fund Mutual Fund | ||||||
FXAIX × |
+524.45%
+13.70%/yr |
+13.52%/yr
(R2=0.980) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Wed 2025-08-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FTBFX × |
$10,000.00
2011-05-10 |
$15,307.75
2025-08-13 |
||||
Fidelity Total Bond Fund Mutual Fund | ||||||
FXAIX × |
$10,000.00
2011-05-10 |
$62,444.62
2025-08-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Year | FTBFX | FXAIX |
---|---|---|
2025 (YTD) | +4.95% | +11.11% |
2024 | +2.88% | +25.01% |
2023 | +7.24% | +26.29% |
2022 | −13.20% | −18.14% |
2021 | −0.10% | +28.71% |
2020 | +9.35% | +18.42% |
2019 | +9.90% | +31.48% |
2018 | −0.66% | −4.43% |
2017 | +4.00% | +21.82% |
2016 | +5.86% | +11.97% |
2015 | −0.40% | +1.38% |
2014 | +5.56% | +13.67% |
2013 | −0.91% | +32.39% |
2012 | +6.61% | +16.00% |
2011 | +7.45% | −5.95% |
2010 | +15.60% | — |
2009 | +19.85% | — |
2008 | −5.54% | — |
2007 | +4.18% | — |
2006 | +5.16% | — |
2005 | +2.46% | — |
2004 | +5.50% | — |
2003 | +5.40% | — |
2002 | +3.42% | — |
Tue 2011-05-10? to Wed 2025-08-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FTBFX × | −0.44% |
−17.61%
2022-10-21 |
||||
Fidelity Total Bond Fund Mutual Fund | ||||||
FXAIX × | 0.00% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||