All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Fri 2018-08-03? to Tue 2025-05-13 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+0.50%
2025-05-13 |
5.679 TR
2025-05-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
+0.25%
2025-05-13 |
2.214 TR
2025-05-13 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Fri 2018-08-03? to Tue 2025-05-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+130.17%
+13.09%/yr |
+13.80%/yr
(R2=0.889) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
+121.40%
+12.44%/yr |
+13.07%/yr
(R2=0.861) |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Fri 2018-08-03? to Tue 2025-05-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2018-08-03 |
$23,017.12
2025-05-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
$10,000.00
2018-08-03 |
$22,140.06
2025-05-13 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Year | FXAIX | FZROX |
---|---|---|
2025 (YTD) | +0.50% | +0.25% |
2024 | +25.01% | +23.94% |
2023 | +26.29% | +26.20% |
2022 | −18.14% | −19.21% |
2021 | +28.71% | +25.78% |
2020 | +18.42% | +20.51% |
2019 | +31.33% | +31.06% |
2018 | −5.02% | −12.03% |
2017 | +21.60% | — |
2016 | +11.41% | — |
2015 | +1.11% | — |
2014 | +14.29% | — |
2013 | +32.39% | — |
2012 | +17.98% | — |
2011 | −5.95% | — |
Fri 2018-08-03? to Tue 2025-05-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −3.95% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × | −4.18% |
−34.96%
2020-03-23 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||