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 +30.12% over the past year and +11.56% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +641.12% in nominal total return, or +14.22%/yr, and is currently at its total-return high.

Tue 2011-05-10💬 to Mon 2026-06-01 YTD
Return
1 Year
Return
FXAIX
×
+11.56%
2026-06-01
+30.12%
2026-06-01
Fidelity 500 Index Fund Mutual Fund

Returns

Tue 2011-05-10💬 to Mon 2026-06-01 Overall
Return
Exponential
Trendline
FXAIX
×
+641.12%
+14.22%/yr
+13.73%/yr
(R2=0.982)
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000

Tue 2011-05-10💬 to Mon 2026-06-01 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$74,111.65
2026-06-01
Fidelity 500 Index Fund Mutual Fund

Annual Returns

Year FXAIX
2026 (YTD) +11.56%
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 Mon 2026-06-01 Current
Drawdown
Worst
Drawdown
FXAIX
×
−33.79%
2020-03-23
from 2020-02-19 peak
Fidelity 500 Index Fund Mutual Fund

Rolling Returns

Period ending Mon 2026-06-01 1
Year
2
Years
3
Years
5
Years
10
Years
FXAIX
×
+30.12% +48.13%
+21.69%/yr
+87.99%
+23.41%/yr
+94.86%
+14.28%/yr
+329.35%
+15.69%/yr
Fidelity 500 Index Fund Mutual Fund