All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2016-06-14? to Wed 2025-07-02 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+6.89%
2025-07-02 |
5.939 TR
2025-07-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × |
+5.89%
2025-07-02 |
4.921 TR
2025-07-02 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × |
+0.61%
2025-07-02 |
3.895 TR
2025-07-02 |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTIHX × |
+19.21%
2025-07-02 |
2.059 TR
2025-07-02 |
||||
| Fidelity Total International Index Fund Institutional Premium Class Mutual Fund | ||||||
| Tue 2016-06-14? to Wed 2025-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+246.89%
+14.74%/yr |
+13.52%/yr
(R2=0.946) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × |
+161.74%
+11.22%/yr |
+10.04%/yr
(R2=0.883) |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × |
+121.70%
+9.20%/yr |
+7.35%/yr
(R2=0.717) |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTIHX × |
+105.95%
+8.31%/yr |
+5.29%/yr
(R2=0.703) |
||||
| Fidelity Total International Index Fund Institutional Premium Class Mutual Fund | ||||||
| Tue 2016-06-14? to Wed 2025-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2016-06-14 |
$34,689.07
2025-07-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × |
$10,000.00
2016-06-14 |
$26,174.41
2025-07-02 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × |
$10,000.00
2016-06-14 |
$22,170.39
2025-07-02 |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTIHX × |
$10,000.00
2016-06-14 |
$20,594.82
2025-07-02 |
||||
| Fidelity Total International Index Fund Institutional Premium Class Mutual Fund | ||||||
| Year | FXAIX | FSMDX | FSSNX | FTIHX |
|---|---|---|---|---|
| 2025 (YTD) | +6.89% | +5.89% | +0.61% | +19.21% |
| 2024 | +25.01% | +15.39% | +11.70% | +4.98% |
| 2023 | +26.29% | +17.20% | +17.11% | +15.49% |
| 2022 | −18.14% | −17.27% | −20.28% | −16.29% |
| 2021 | +28.71% | +22.56% | +14.70% | +8.45% |
| 2020 | +18.42% | +17.13% | +19.99% | +11.09% |
| 2019 | +31.33% | +30.53% | +25.70% | +21.50% |
| 2018 | −5.02% | −9.07% | −10.93% | −14.40% |
| 2017 | +21.60% | +18.49% | +14.90% | +27.05% |
| 2016 | +11.41% | +13.85% | +21.60% | +6.92% |
| 2015 | +1.11% | −2.49% | −4.26% | — |
| 2014 | +14.29% | +13.17% | +5.28% | — |
| 2013 | +32.39% | +34.81% | +39.06% | — |
| 2012 | +16.00% | +17.24% | +16.41% | — |
| 2011 | −5.95% | +3.60% | +5.68% | — |
| Tue 2016-06-14? to Wed 2025-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | 0.00% |
−33.79%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × | −1.61% |
−40.35%
2020-03-23 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × | −7.92% |
−41.72%
2020-03-18 |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTIHX × | 0.00% |
−35.75%
2020-03-23 |
||||
| Fidelity Total International Index Fund Institutional Premium Class Mutual Fund | ||||||