All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-05-31? to Wed 2026-04-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
−3.65%
2026-04-01 |
6.401 TR
2026-04-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSPSX × |
+2.58%
2026-04-01 |
3.187 TR
2026-04-01 |
||||
| Fidelity International Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTKFX × |
−0.20%
2026-04-01 |
1.236 TR
2026-04-01 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| FSMDX × |
+1.98%
2026-04-01 |
5.24 TR
2026-04-01 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × |
+3.17%
2026-04-01 |
2.027 TR
2026-04-01 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Wed 2017-05-31? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+216.07%
+13.91%/yr |
+14.03%/yr
(R2=0.942) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSPSX × |
+98.70%
+8.08%/yr |
+6.80%/yr
(R2=0.754) |
||||
| Fidelity International Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTKFX × |
+23.57%
+2.42%/yr |
+1.90%/yr
(R2=0.462) |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| FSMDX × |
+138.30%
+10.33%/yr |
+10.04%/yr
(R2=0.876) |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × |
+88.52%
+7.44%/yr |
+7.33%/yr
(R2=0.789) |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Wed 2017-05-31? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2017-05-31 |
$31,606.81
2026-04-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSPSX × |
$10,000.00
2017-05-31 |
$19,870.21
2026-04-01 |
||||
| Fidelity International Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTKFX × |
$10,000.00
2017-05-31 |
$12,357.23
2026-04-01 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| FSMDX × |
$10,000.00
2017-05-31 |
$23,830.16
2026-04-01 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × |
$10,000.00
2017-05-31 |
$18,851.88
2026-04-01 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Year | FXAIX | FSPSX | FTKFX | FSMDX | PFRSX |
|---|---|---|---|---|---|
| 2026 (YTD) | −3.65% | +2.58% | −0.20% | +1.98% | +3.17% |
| 2025 | +18.20% | +31.98% | +7.53% | +10.58% | +1.26% |
| 2024 | +25.01% | +3.70% | +2.74% | +15.39% | +7.25% |
| 2023 | +26.29% | +18.31% | +7.03% | +17.20% | +13.39% |
| 2022 | −18.14% | −14.23% | −12.84% | −17.27% | −24.40% |
| 2021 | +28.71% | +11.45% | −0.09% | +22.56% | +43.27% |
| 2020 | +18.42% | +8.16% | +9.54% | +17.13% | −2.89% |
| 2019 | +31.48% | +22.03% | +10.03% | +30.53% | +32.41% |
| 2018 | −4.43% | −13.55% | −0.75% | −9.07% | −2.42% |
| 2017 | +21.82% | +25.55% | +0.52% | +18.49% | +11.45% |
| 2016 | +11.97% | +1.44% | — | +13.85% | +5.35% |
| 2015 | +1.38% | −0.76% | — | −2.49% | — |
| 2014 | +13.67% | −5.24% | — | +13.17% | — |
| 2013 | +32.39% | +21.96% | — | +34.81% | — |
| 2012 | +16.00% | +18.97% | — | +17.24% | — |
| 2011 | −5.95% | +1.24% | — | +3.60% | — |
| Wed 2017-05-31? to Wed 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | −5.56% |
−33.79%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSPSX × | −6.74% |
−33.69%
2020-03-23 |
||||
| Fidelity International Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTKFX × | −2.10% |
−17.17%
2022-10-21 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| FSMDX × | −5.11% |
−40.35%
2020-03-23 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| PFRSX × | −5.92% |
−41.24%
2020-03-23 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||