All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2011-05-10? to Thu 2025-05-08 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−3.33%
2025-05-08 |
5.372 TR
2025-05-08 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
IVV × |
−3.33%
2025-05-08 |
6.362 TR
2025-05-08 |
||||
iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Thu 2025-05-08 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+437.15%
+12.76%/yr |
+13.33%/yr
(R2=0.978) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
IVV × |
+440.35%
+12.81%/yr |
+13.43%/yr
(R2=0.979) |
||||
iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Thu 2025-05-08 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-05-10 |
$53,715.31
2025-05-08 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
IVV × |
$10,000.00
2011-05-10 |
$54,035.08
2025-05-08 |
||||
iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||
Year | FXAIX | IVV |
---|---|---|
2025 (YTD) | −3.33% | −3.33% |
2024 | +25.01% | +24.93% |
2023 | +26.29% | +26.31% |
2022 | −18.14% | −18.16% |
2021 | +28.71% | +28.76% |
2020 | +18.42% | +18.40% |
2019 | +31.33% | +31.25% |
2018 | −5.02% | −4.49% |
2017 | +21.60% | +21.75% |
2016 | +11.41% | +12.15% |
2015 | +1.11% | +1.28% |
2014 | +14.29% | +13.57% |
2013 | +32.39% | +32.31% |
2012 | +16.00% | +16.06% |
2011 | −5.95% | +1.88% |
2010 | — | +15.10% |
2009 | — | +26.61% |
2008 | — | −37.01% |
2007 | — | +5.29% |
2006 | — | +15.94% |
2005 | — | +4.87% |
2004 | — | +10.79% |
2003 | — | +28.46% |
2002 | — | −21.53% |
2001 | — | −11.95% |
2000 | — | −6.08% |
Tue 2011-05-10? to Thu 2025-05-08 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −7.61% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
IVV × | −7.59% |
−33.90%
2020-03-23 |
||||
iShares Core S&P 500 ETF Exchange-Traded Fund | ||||||