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

Total Real Returns

FXAIX: Total Return Chart (with Dividends Reinvested)

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

Growth of $10,000

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

Growth of $10,000 Summary

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

This Year’s Performance

through 2026-09-30

  YTD YoY
FXAIX
×
+12.73% +15.72%

Drawdowns

  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

Rolling Returns

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

Annual Returns

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%