All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FXAIX total return snapshot: FXAIX returned +15.72% over the past year and +12.73% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +648.90% in nominal total return, or +13.97%/yr, and is currently −1.72% below its total-return high on Aug. 13, 2026.
Data ending Wed Sep. 30, 2026
| Tue 2011-05-10💬 to Wed 2026-09-30 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+648.90%
+13.97%/yr |
+13.84%/yr
R2=0.983 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10💬 to Wed 2026-09-30 |
Start
Value |
End
Value |
|---|---|---|
| FXAIX × |
$10,000.00
2011-05-10 |
$74,889.65
2026-09-30 |
| YTD | YoY | |
|---|---|---|
| FXAIX × | +12.73% | +15.72% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FXAIX × |
−1.72%
on 2026-09-30 from 2026-08-13 peak |
−33.79%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Wed 2026-09-30 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FXAIX × | +15.72% |
+36.47% +16.82%/yr |
+86.07% +23.00%/yr |
+91.22% +13.84%/yr |
+317.17% +15.35%/yr |
| Year | FXAIX |
|---|---|
| 2026 (YTD) | +12.73% |
| 2025 | +18.20% |
| 2024 | +25.01% |
| 2023 | +26.29% |
| 2022 | −18.14% |
| 2021 | +28.71% |
| 2020 | +18.42% |
| 2019 | +31.48% |
| 2018 | −4.43% |
| 2017 | +21.82% |
| 2016 | +11.97% |
| 2015 | +1.38% |
| 2014 | +13.67% |
| 2013 | +32.39% |
| 2012 | +16.00% |
| 2011 | −5.95% |