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

Total Real Returns

FXAIX,FDVV,FSRNX,FSAHX,FFRHX: Total Return Chart (with Dividends Reinvested)

Thu 2016-09-15? to Wed 2025-09-03 YTD
Return 		TR
Price
FXAIX × 		+10.91%
2025-09-03 		6.233 TR
2025-09-03
Fidelity 500 Index Fund Mutual Fund
FDVV × 		+11.60%
2025-09-03 		2.994 TR
2025-09-03
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX × 		+3.89%
2025-09-03 		2.523 TR
2025-09-03
Fidelity Real Estate Index Fund Institutional Class Mutual Fund
FSAHX × 		+4.58%
2025-09-03 		1.539 TR
2025-09-03
Fidelity Short Duration High Income Fund Mutual Fund
FFRHX × 		+2.76%
2025-09-03 		2.764 TR
2025-09-03
Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund

Returns

Thu 2016-09-15? to Wed 2025-09-03 Overall
Return 		Exponential
Trendline
FXAIX × 		+250.80%
+15.02%/yr 		+13.71%/yr
(R2=0.945)
Fidelity 500 Index Fund Mutual Fund
FDVV × 		+199.40%
+13.01%/yr 		+12.15%/yr
(R2=0.932)
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX × 		+36.85%
+3.56%/yr 		+3.48%/yr
(R2=0.454)
Fidelity Real Estate Index Fund Institutional Class Mutual Fund
FSAHX × 		+46.56%
+4.36%/yr 		+3.40%/yr
(R2=0.876)
Fidelity Short Duration High Income Fund Mutual Fund
FFRHX × 		+56.11%
+5.09%/yr 		+4.67%/yr
(R2=0.913)
Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund

Growth of $10,000

Thu 2016-09-15? to Wed 2025-09-03 Start
Value 		End
Value
FXAIX × 		$10,000.00
2016-09-15 		$35,079.57
2025-09-03
Fidelity 500 Index Fund Mutual Fund
FDVV × 		$10,000.00
2016-09-15 		$29,939.66
2025-09-03
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX × 		$10,000.00
2016-09-15 		$13,685.34
2025-09-03
Fidelity Real Estate Index Fund Institutional Class Mutual Fund
FSAHX × 		$10,000.00
2016-09-15 		$14,656.40
2025-09-03
Fidelity Short Duration High Income Fund Mutual Fund
FFRHX × 		$10,000.00
2016-09-15 		$15,611.40
2025-09-03
Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund

Annual Returns

Year FXAIX FDVV FSRNX FSAHX FFRHX
2025 (YTD) +10.91% +11.60% +3.89% +4.58% +2.76%
2024 +25.01% +21.81% +4.99% +8.77% +9.39%
2023 +26.29% +18.00% +11.93% +10.22% +12.51%
2022 −18.14% −4.21% −26.14% −6.46% −0.92%
2021 +28.71% +29.24% +40.66% +3.34% +5.57%
2020 +18.42% +2.80% −11.31% +3.99% +1.70%
2019 +31.48% +24.07% +23.04% +9.32% +8.65%
2018 −4.43% −1.26% −4.22% −1.24% +0.11%
2017 +21.82% +13.96% +3.76% +4.97% +3.92%
2016 +11.97% +5.05% +6.56% +10.65% +9.96%
2015 +1.38% — +4.38% −3.24% −1.14%
2014 +13.67% — +31.61% +0.15% +0.43%
2013 +32.39% — +1.39% +0.50% +3.94%
2012 +16.00% — +17.13% — +6.84%
2011 −5.95% — +5.52% — +1.74%
2010 — — — — +7.59%
2009 — — — — +28.90%
2008 — — — — −16.26%
2007 — — — — +2.73%
2006 — — — — +6.40%
2005 — — — — +4.25%
2004 — — — — +4.51%
2003 — — — — +5.89%
2002 — — — — +0.63%

Drawdowns

Thu 2016-09-15? to Wed 2025-09-03 Current
Drawdown 		Worst
Drawdown
FXAIX × 		−0.80% −33.79%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
FDVV × 		−0.94% −40.25%
2020-03-23
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX × 		−9.83% −44.26%
2020-03-23
Fidelity Real Estate Index Fund Institutional Class Mutual Fund
FSAHX × 		−0.11% −16.77%
2020-03-23
Fidelity Short Duration High Income Fund Mutual Fund
FFRHX × 		−0.11% −22.19%
2020-03-23
Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund