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