All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FXAIX total return snapshot: FXAIX returned +17.09% over the past year and +14.55% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +660.99% in nominal total return, or +14.08%/yr, and is currently −0.14% below its total-return high on Aug. 13, 2026.
Data ending Mon Oct. 5, 2026
| Tue 2011-05-10💬 to Mon 2026-10-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+660.99%
+14.08%/yr |
+13.84%/yr
R2=0.983 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10💬 to Mon 2026-10-05 |
Start
Value |
End
Value |
|---|---|---|
| FXAIX × |
$10,000.00
2011-05-10 |
$76,098.90
2026-10-05 |
| YTD | YoY | |
|---|---|---|
| FXAIX × | +14.55% | +17.09% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FXAIX × |
−0.14%
on 2026-10-05 from 2026-08-13 peak |
−33.79%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Mon 2026-10-05 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FXAIX × | +17.09% |
+38.90% +17.86%/yr |
+90.35% +23.93%/yr |
+92.56% +14.00%/yr |
+325.35% +15.58%/yr |
| Year | FXAIX |
|---|---|
| 2026 (YTD) | +14.55% |
| 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% |
