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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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