All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2011-09-14? to Tue 2025-04-29 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
−5.10%
2025-04-29 |
5.273 TR
2025-04-29 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × |
−4.35%
2025-04-29 |
4.126 TR
2025-04-29 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × |
−10.98%
2025-04-29 |
3.134 TR
2025-04-29 |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14? to Tue 2025-04-29 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+497.12%
+14.02%/yr |
+13.29%/yr
(R2=0.977) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × |
+312.56%
+10.96%/yr |
+10.10%/yr
(R2=0.930) |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × |
+213.43%
+8.75%/yr |
+8.07%/yr
(R2=0.849) |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14? to Tue 2025-04-29 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2011-09-14 |
$59,711.73
2025-04-29 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × |
$10,000.00
2011-09-14 |
$41,255.81
2025-04-29 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × |
$10,000.00
2011-09-14 |
$31,343.02
2025-04-29 |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| Year | FXAIX | FSMDX | FSSNX |
|---|---|---|---|
| 2025 (YTD) | −5.10% | −4.35% | −10.98% |
| 2024 | +25.01% | +14.07% | +11.70% |
| 2023 | +26.29% | +17.20% | +17.11% |
| 2022 | −18.14% | −17.68% | −20.28% |
| 2021 | +28.71% | +19.76% | +11.69% |
| 2020 | +18.42% | +15.97% | +19.99% |
| 2019 | +31.33% | +28.66% | +23.64% |
| 2018 | −5.02% | −9.68% | −14.16% |
| 2017 | +21.60% | +17.03% | +11.97% |
| 2016 | +11.41% | +12.85% | +20.29% |
| 2015 | +1.11% | −4.45% | −5.52% |
| 2014 | +14.29% | +14.58% | +6.58% |
| 2013 | +32.39% | +36.28% | +40.37% |
| 2012 | +16.00% | +18.94% | +17.99% |
| 2011 | −5.95% | +3.60% | +5.68% |
| Wed 2011-09-14? to Tue 2025-04-29 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | −9.31% |
−33.79%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × | −12.15% |
−40.35%
2020-03-23 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × | −18.53% |
−44.52%
2020-03-18 |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||