FXAIX,FZROX,QQQM,FDVV,FSRNX,FNBGX,FFRHX: Total Return Chart (with Dividends Reinvested)

Tue 2020-10-13? to Fri 2026-04-24	YTD Return	TR Price
FXAIX ×	+5.05% 2026-04-24	6.978 TR 2026-04-24
Fidelity 500 Index Fund Mutual Fund
FZROX ×	+5.37% 2026-04-24	2.747 TR 2026-04-24
Fidelity Zero Total Market Index Fund Mutual Fund
QQQM ×	+8.24% 2026-04-24	2.338 TR 2026-04-24
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FDVV ×	+4.32% 2026-04-24	3.277 TR 2026-04-24
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX ×	+8.42% 2026-04-24	2.713 TR 2026-04-24
Fidelity Real Estate Index Fund Institutional Class Mutual Fund
FNBGX ×	+0.22% 2026-04-24	0.933 TR 2026-04-24
Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund
FFRHX ×	+0.74% 2026-04-24	2.858 TR 2026-04-24
Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund

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Returns

Tue 2020-10-13? to Fri 2026-04-24	Overall Return	Exponential Trendline
FXAIX ×	+121.67% +15.49%/yr	+13.30%/yr (R2=0.830)
Fidelity 500 Index Fund Mutual Fund
FZROX ×	+115.07% +14.86%/yr	+12.25%/yr (R2=0.792)
Fidelity Zero Total Market Index Fund Mutual Fund
QQQM ×	+133.78% +16.61%/yr	+15.04%/yr (R2=0.743)
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FDVV ×	+144.48% +17.55%/yr	+14.20%/yr (R2=0.912)
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX ×	+47.50% +7.28%/yr	+2.41%/yr (R2=0.142)
Fidelity Real Estate Index Fund Institutional Class Mutual Fund
FNBGX ×	−32.86% −6.95%/yr	−7.06%/yr (R2=0.637)
Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund
FFRHX ×	+41.49% +6.48%/yr	+6.56%/yr (R2=0.942)
Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund

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Growth of $10,000

Tue 2020-10-13? to Fri 2026-04-24	Start Value	End Value
FXAIX ×	$10,000.00 2020-10-13	$22,167.17 2026-04-24
Fidelity 500 Index Fund Mutual Fund
FZROX ×	$10,000.00 2020-10-13	$21,506.77 2026-04-24
Fidelity Zero Total Market Index Fund Mutual Fund
QQQM ×	$10,000.00 2020-10-13	$23,377.72 2026-04-24
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FDVV ×	$10,000.00 2020-10-13	$24,447.97 2026-04-24
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX ×	$10,000.00 2020-10-13	$14,749.73 2026-04-24
Fidelity Real Estate Index Fund Institutional Class Mutual Fund
FNBGX ×	$10,000.00 2020-10-13	$6,713.95 2026-04-24
Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund
FFRHX ×	$10,000.00 2020-10-13	$14,148.58 2026-04-24
Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund

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Annual Returns

Year	FXAIX	FZROX	QQQM	FDVV	FSRNX	FNBGX	FFRHX
2026 (YTD)	+5.05%	+5.37%	+8.24%	+4.32%	+8.42%	+0.22%	+0.74%
2025	+18.20%	+17.23%	+20.85%	+17.09%	+3.03%	+5.32%	+5.46%
2024	+25.01%	+23.94%	+25.68%	+21.81%	+4.99%	−5.90%	+9.39%
2023	+26.29%	+26.20%	+55.01%	+18.00%	+11.93%	+3.19%	+12.51%
2022	−18.14%	−19.21%	−32.52%	−4.21%	−26.14%	−29.60%	−0.92%
2021	+28.71%	+26.21%	+27.45%	+29.24%	+40.66%	−4.85%	+5.57%
2020	+18.42%	+20.52%	+6.67%	+2.80%	−11.31%	+17.78%	+1.69%
2019	+31.48%	+31.23%	—	+24.07%	+23.04%	+14.25%	+8.65%
2018	−4.43%	−11.83%	—	−1.26%	−4.22%	−1.61%	+0.11%
2017	+21.82%	—	—	+13.96%	+3.76%	+2.64%	+3.91%
2016	+11.97%	—	—	+5.05%	+6.56%	—	+9.96%
2015	+1.38%	—	—	—	+4.38%	—	−1.14%
2014	+13.67%	—	—	—	+31.61%	—	+0.43%
2013	+32.39%	—	—	—	+1.39%	—	+3.94%
2012	+16.00%	—	—	—	+17.13%	—	+6.84%
2011	−5.95%	—	—	—	+5.52%	—	+1.74%
2010	—	—	—	—	—	—	+7.59%
2009	—	—	—	—	—	—	+28.90%
2008	—	—	—	—	—	—	−16.26%
2007	—	—	—	—	—	—	+2.73%
2006	—	—	—	—	—	—	+6.41%
2005	—	—	—	—	—	—	+4.25%
2004	—	—	—	—	—	—	+4.50%
2003	—	—	—	—	—	—	+5.89%
2002	—	—	—	—	—	—	+0.63%

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Drawdowns

Tue 2020-10-13? to Fri 2026-04-24	Current Drawdown	Worst Drawdown
FXAIX ×	0.00%	−24.50% 2022-10-12
Fidelity 500 Index Fund Mutual Fund
FZROX ×	0.00%	−25.12% 2022-09-30
Fidelity Zero Total Market Index Fund Mutual Fund
QQQM ×	0.00%	−35.05% 2022-11-03
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FDVV ×	−1.27%	−20.18% 2022-09-30
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX ×	−3.04%	−34.27% 2023-10-25
Fidelity Real Estate Index Fund Institutional Class Mutual Fund
FNBGX ×	−32.98%	−43.39% 2023-10-19
Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund
FFRHX ×	0.00%	−5.58% 2022-07-06
Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund