All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Wed 2017-05-31? to Fri 2026-05-01? |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+6.01%
2026-05-01 |
7.042 TR
2026-05-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSPSX × |
+6.37%
2026-05-01 |
3.305 TR
2026-05-01 |
||||
| Fidelity International Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTKFX × |
+0.18%
2026-05-01 |
1.24 TR
2026-05-01 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| PFRSX × |
+12.29%
2026-05-01 |
1.987 TR
2026-05-01 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Wed 2017-05-31? to Fri 2026-05-01? |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+247.76%
+15.00%/yr |
+14.07%/yr
(R2=0.944) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSPSX × |
+106.03%
+8.44%/yr |
+6.92%/yr
(R2=0.759) |
||||
| Fidelity International Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTKFX × |
+24.03%
+2.44%/yr |
+1.92%/yr
(R2=0.474) |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| PFRSX × |
+84.76%
+7.13%/yr |
+6.08%/yr
(R2=0.730) |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Wed 2017-05-31? to Fri 2026-05-01? |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2017-05-31 |
$34,776.28
2026-05-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSPSX × |
$10,000.00
2017-05-31 |
$20,602.96
2026-05-01 |
||||
| Fidelity International Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTKFX × |
$10,000.00
2017-05-31 |
$12,403.47
2026-05-01 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| PFRSX × |
$10,000.00
2017-05-31 |
$18,476.30
2026-05-01 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||
| Year | FXAIX | FSPSX | FTKFX | PFRSX |
|---|---|---|---|---|
| 2026 (YTD) | +6.01% | +6.37% | +0.18% | +12.29% |
| 2025 | +18.20% | +31.98% | +7.53% | +1.26% |
| 2024 | +25.01% | +3.70% | +2.73% | +5.49% |
| 2023 | +26.29% | +18.31% | +7.03% | +13.39% |
| 2022 | −18.14% | −14.23% | −12.84% | −25.17% |
| 2021 | +28.71% | +11.45% | −0.09% | +39.72% |
| 2020 | +18.42% | +8.16% | +9.54% | −3.22% |
| 2019 | +31.48% | +22.03% | +10.03% | +31.21% |
| 2018 | −4.43% | −13.55% | −0.75% | −4.25% |
| 2017 | +21.82% | +25.55% | +0.52% | +9.06% |
| 2016 | +11.97% | +1.44% | — | +5.35% |
| 2015 | +1.38% | −0.76% | — | — |
| 2014 | +13.67% | −5.24% | — | — |
| 2013 | +32.39% | +21.96% | — | — |
| 2012 | +16.00% | +18.97% | — | — |
| 2011 | −5.95% | +1.24% | — | — |
| Wed 2017-05-31? to Fri 2026-05-01? |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | 0.00% |
−33.79%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSPSX × | −3.30% |
−33.69%
2020-03-23 |
||||
| Fidelity International Index Fund Institutional Premium Class Mutual Fund | ||||||
| FTKFX × | −1.73% |
−17.17%
2022-10-21 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| PFRSX × | −0.23% |
−41.24%
2020-03-23 |
||||
| Real Estate Securities Fund R-6 Mutual Fund | ||||||