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