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

Total Real Returns

FXAIX,FSMDX: Total Return Chart (with Dividends Reinvested)

Wed 2011-09-14? to Tue 2025-07-15 YTD
Return
TR
Price
FXAIX
×
+6.89%
2025-07-15
5.939 TR
2025-07-15
Fidelity 500 Index Fund Mutual Fund
FSMDX
×
+5.11%
2025-07-15
4.884 TR
2025-07-15
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund

Returns

Wed 2011-09-14? to Tue 2025-07-15 Overall
Return
Exponential
Trendline
FXAIX
×
+572.60%
+14.77%/yr
+13.31%/yr
(R2=0.978)
Fidelity 500 Index Fund Mutual Fund
FSMDX
×
+388.45%
+12.15%/yr
+10.94%/yr
(R2=0.951)
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund

Growth of $10,000

Wed 2011-09-14? to Tue 2025-07-15 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-09-14
$67,260.17
2025-07-15
Fidelity 500 Index Fund Mutual Fund
FSMDX
×
$10,000.00
2011-09-14
$48,844.75
2025-07-15
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund

Annual Returns

Year FXAIX FSMDX
2025 (YTD) +6.89% +5.11%
2024 +25.01% +15.39%
2023 +26.29% +17.20%
2022 −18.14% −17.27%
2021 +28.71% +22.56%
2020 +18.42% +17.13%
2019 +31.33% +30.53%
2018 −5.02% −9.07%
2017 +21.60% +18.49%
2016 +11.41% +13.85%
2015 +1.11% −2.49%
2014 +14.29% +13.17%
2013 +32.39% +34.81%
2012 +16.00% +17.24%
2011 −5.95% +3.60%

Drawdowns

Wed 2011-09-14? to Tue 2025-07-15 Current
Drawdown
Worst
Drawdown
FXAIX
×
−0.87% −33.79%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
FSMDX
×
−2.34% −40.35%
2020-03-23
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund