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

Thu 2017-05-04? to Fri 2025-08-08	YTD Return	TR Price
FXAIX ×	+9.77% 2025-08-08	6.169 TR 2025-08-08
Fidelity 500 Index Fund Mutual Fund
FSMDX ×	+5.82% 2025-08-08	4.918 TR 2025-08-08
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX ×	+0.87% 2025-08-08	1.762 TR 2025-08-08
Real Estate Securities Fund R-6 Mutual Fund
RPTTX ×	+11.02% 2025-08-08	2.861 TR 2025-08-08
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund

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Returns

Thu 2017-05-04? to Fri 2025-08-08	Overall Return	Exponential Trendline
FXAIX ×	+208.18% +14.59%/yr	+13.56%/yr (R2=0.931)
Fidelity 500 Index Fund Mutual Fund
FSMDX ×	+126.43% +10.40%/yr	+9.80%/yr (R2=0.849)
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX ×	+65.99% +6.33%/yr	+6.32%/yr (R2=0.701)
Real Estate Securities Fund R-6 Mutual Fund
RPTTX ×	+186.10% +13.57%/yr	+11.36%/yr (R2=0.826)
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund

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Growth of $10,000

Thu 2017-05-04? to Fri 2025-08-08	Start Value	End Value
FXAIX ×	$10,000.00 2017-05-04	$30,817.65 2025-08-08
Fidelity 500 Index Fund Mutual Fund
FSMDX ×	$10,000.00 2017-05-04	$22,643.40 2025-08-08
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX ×	$10,000.00 2017-05-04	$16,599.31 2025-08-08
Real Estate Securities Fund R-6 Mutual Fund
RPTTX ×	$10,000.00 2017-05-04	$28,609.75 2025-08-08
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund

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Annual Returns

Year	FXAIX	FSMDX	PFRSX	RPTTX
2025 (YTD)	+9.77%	+5.82%	+0.87%	+11.02%
2024	+25.01%	+15.39%	+5.49%	+23.99%
2023	+26.29%	+17.20%	+13.39%	+21.00%
2022	−18.14%	−17.27%	−25.17%	−24.50%
2021	+28.71%	+22.56%	+39.72%	+13.69%
2020	+18.42%	+17.13%	−3.22%	+32.02%
2019	+31.48%	+30.53%	+31.21%	+38.08%
2018	−4.43%	−9.07%	−4.25%	−3.02%
2017	+21.82%	+18.49%	+9.06%	+13.20%
2016	+11.97%	+13.85%	+5.35%	—
2015	+1.38%	−2.49%	—	—
2014	+13.67%	+13.17%	—	—
2013	+32.39%	+34.81%	—	—
2012	+16.00%	+17.24%	—	—
2011	−5.95%	+3.60%	—	—

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Drawdowns

Thu 2017-05-04? to Fri 2025-08-08	Current Drawdown	Worst Drawdown
FXAIX ×	0.00%	−33.79% 2020-03-23
Fidelity 500 Index Fund Mutual Fund
FSMDX ×	−2.54%	−40.35% 2020-03-23
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX ×	−9.71%	−41.24% 2020-03-23
Real Estate Securities Fund R-6 Mutual Fund
RPTTX ×	−2.36%	−35.91% 2020-03-23
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund