All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

FXAIX,IVV: Total Return Chart (with Dividends Reinvested)

Tue 2011-05-10💬 to Fri 2026-05-29 YTD
Return
1 Year
Return
FXAIX
×
+11.26%
2026-05-29
+29.76%
2026-05-29
Fidelity 500 Index Fund Mutual Fund
IVV
×
+11.26%
2026-05-29
+29.81%
2026-05-29
iShares Core S&P 500 ETF NYSE Exchange-Traded Fund

Returns

Tue 2011-05-10💬 to Fri 2026-05-29 Overall
Return
Exponential
Trendline
FXAIX
×
+639.10%
+14.21%/yr
+13.73%/yr
(R2=0.982)
Fidelity 500 Index Fund Mutual Fund
IVV
×
+632.88%
+14.15%/yr
+13.68%/yr
(R2=0.982)
iShares Core S&P 500 ETF NYSE Exchange-Traded Fund

Growth of $10,000

Tue 2011-05-10💬 to Fri 2026-05-29 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$73,909.88
2026-05-29
Fidelity 500 Index Fund Mutual Fund
IVV
×
$10,000.00
2011-05-10
$73,287.78
2026-05-29
iShares Core S&P 500 ETF NYSE Exchange-Traded Fund

Annual Returns

Year FXAIX IVV
2026 (YTD) +11.26% +11.26%
2025 +18.20% +17.85%
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 +31.48% +31.25%
2018 −4.43% −4.49%
2017 +21.82% +21.75%
2016 +11.97% +12.15%
2015 +1.38% +1.28%
2014 +13.67% +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%

Drawdowns

Tue 2011-05-10💬 to Fri 2026-05-29 Current
Drawdown
Worst
Drawdown
FXAIX
×
−33.79%
2020-03-23
from 2020-02-19 peak
Fidelity 500 Index Fund Mutual Fund
IVV
×
−33.90%
2020-03-23
from 2020-02-19 peak
iShares Core S&P 500 ETF NYSE Exchange-Traded Fund

Rolling Returns

Period ending Fri 2026-05-29 1
Year
2
Years
3
Years
5
Years
10
Years
FXAIX
×
+29.76% +48.05%
+21.69%/yr
+88.26%
+23.40%/yr
+94.24%
+14.19%/yr
+328.30%
+15.65%/yr
Fidelity 500 Index Fund Mutual Fund
IVV
×
+29.81% +47.50%
+21.47%/yr
+87.61%
+23.26%/yr
+93.45%
+14.10%/yr
+326.08%
+15.59%/yr
iShares Core S&P 500 ETF NYSE Exchange-Traded Fund