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 +21.73% over the past year and +11.06% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +637.75% in nominal total return, or +14.08%/yr, and is currently −0.58% below its total-return high on Jun. 2, 2026.

Data ending Fri Jul. 10, 2026

Tue 2011-05-10💬 to Fri 2026-07-10 YTD
Return
1 Year
Return
FXAIX
×
+11.06%
2026-07-10
+21.73%
2026-07-10
Fidelity 500 Index Fund Mutual Fund

Returns

Tue 2011-05-10💬 to Fri 2026-07-10 Overall
Return
Exponential
Trendline
FXAIX
×
+637.75%
+14.08%/yr
+13.76%/yr
(R2=0.982)
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000

Tue 2011-05-10💬 to Fri 2026-07-10 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$73,775.36
2026-07-10
Fidelity 500 Index Fund Mutual Fund

Annual Returns

Year FXAIX
2026 (YTD) +11.06%
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%

Drawdowns

Tue 2011-05-10💬 to Fri 2026-07-10 Current
Drawdown
Worst
Drawdown
FXAIX
×
−0.58%
from 2026-06-02 peak
−33.79%
2020-03-23
from 2020-02-19 peak
Fidelity 500 Index Fund Mutual Fund

Rolling Returns

Period ending Fri 2026-07-10 1
Year
2
Years
3
Years
5
Years
10
Years
FXAIX
×
+21.73% +37.91%
+17.44%/yr
+78.88%
+21.39%/yr
+86.26%
+13.25%/yr
+320.28%
+15.44%/yr
Fidelity 500 Index Fund Mutual Fund