All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Thu 2019-06-13? to Mon 2025-07-21 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+7.96%
2025-07-21 |
5.999 TR
2025-07-21 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FTKFX × |
+3.48%
2025-07-21 |
1.191 TR
2025-07-21 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| VEIRX × |
+7.64%
2025-07-21 |
7.356 TR
2025-07-21 |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × |
+6.42%
2025-07-21 |
4.945 TR
2025-07-21 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FGKFX × |
+8.78%
2025-07-21 |
3.51 TR
2025-07-21 |
||||
| Fidelity Growth Company K6 Fund Mutual Fund | ||||||
| Thu 2019-06-13? to Mon 2025-07-21 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+140.10%
+15.43%/yr |
+13.69%/yr
(R2=0.857) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FTKFX × |
+12.71%
+1.98%/yr |
−0.01%/yr
(R2=0.000) |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| VEIRX × |
+90.35%
+11.12%/yr |
+11.28%/yr
(R2=0.878) |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × |
+86.71%
+10.77%/yr |
+9.59%/yr
(R2=0.697) |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FGKFX × |
+251.01%
+22.83%/yr |
+17.41%/yr
(R2=0.724) |
||||
| Fidelity Growth Company K6 Fund Mutual Fund | ||||||
| Thu 2019-06-13? to Mon 2025-07-21 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2019-06-13 |
$24,010.03
2025-07-21 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FTKFX × |
$10,000.00
2019-06-13 |
$11,271.21
2025-07-21 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| VEIRX × |
$10,000.00
2019-06-13 |
$19,034.79
2025-07-21 |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × |
$10,000.00
2019-06-13 |
$18,671.19
2025-07-21 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FGKFX × |
$10,000.00
2019-06-13 |
$35,101.50
2025-07-21 |
||||
| Fidelity Growth Company K6 Fund Mutual Fund | ||||||
| Year | FXAIX | FTKFX | VEIRX | FSMDX | FGKFX |
|---|---|---|---|---|---|
| 2025 (YTD) | +7.96% | +3.48% | +7.64% | +6.42% | +8.78% |
| 2024 | +25.01% | +2.73% | +14.91% | +15.39% | +38.36% |
| 2023 | +26.29% | +7.03% | +7.76% | +17.20% | +46.02% |
| 2022 | −18.14% | −12.84% | −0.08% | −17.27% | −32.62% |
| 2021 | +28.71% | −0.09% | +25.49% | +22.56% | +22.06% |
| 2020 | +18.42% | +9.54% | +3.08% | +17.13% | +68.76% |
| 2019 | +31.33% | +10.03% | +25.34% | +30.53% | +15.07% |
| 2018 | −5.02% | −0.75% | −5.68% | −9.07% | — |
| 2017 | +21.60% | +0.52% | +18.50% | +18.49% | — |
| 2016 | +11.41% | — | +14.83% | +13.85% | — |
| 2015 | +1.11% | — | +0.90% | −2.49% | — |
| 2014 | +14.29% | — | +11.47% | +13.17% | — |
| 2013 | +32.39% | — | +30.18% | +34.81% | — |
| 2012 | +16.00% | — | +13.59% | +17.24% | — |
| 2011 | −5.95% | — | +10.71% | +3.60% | — |
| 2010 | — | — | +14.99% | — | — |
| 2009 | — | — | +17.32% | — | — |
| 2008 | — | — | −30.81% | — | — |
| 2007 | — | — | +4.90% | — | — |
| 2006 | — | — | +20.78% | — | — |
| 2005 | — | — | +4.52% | — | — |
| 2004 | — | — | +15.16% | — | — |
| 2003 | — | — | +23.61% | — | — |
| 2002 | — | — | −15.60% | — | — |
| 2001 | — | — | −2.95% | — | — |
| Thu 2019-06-13? to Mon 2025-07-21 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | 0.00% |
−33.79%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FTKFX × | −1.79% |
−17.17%
2022-10-21 |
||||
| Fidelity Total Bond K6 Fund Mutual Fund | ||||||
| VEIRX × | −1.22% |
−35.26%
2020-03-23 |
||||
| Vanguard Equity Income Fund Admiral Shares Mutual Fund | ||||||
| FSMDX × | −1.12% |
−40.35%
2020-03-23 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FGKFX × | 0.00% |
−40.14%
2022-10-14 |
||||
| Fidelity Growth Company K6 Fund Mutual Fund | ||||||