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

Total Real Returns

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

Tue 2011-05-10? to Wed 2025-10-01 YTD
Return
TR
Price
FXAIX
×
+15.54%
2025-10-01
6.494 TR
2025-10-01
Fidelity 500 Index Fund Mutual Fund
QQQ
×
+18.45%
2025-10-01
13.95 TR
2025-10-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Tue 2011-05-10? to Wed 2025-10-01 Overall
Return
Exponential
Trendline
FXAIX
×
+549.36%
+13.88%/yr
+13.55%/yr
(R2=0.980)
Fidelity 500 Index Fund Mutual Fund
QQQ
×
+1,059.43%
+18.56%/yr
+18.78%/yr
(R2=0.979)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2011-05-10? to Wed 2025-10-01 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$64,936.40
2025-10-01
Fidelity 500 Index Fund Mutual Fund
QQQ
×
$10,000.00
2011-05-10
$115,943.17
2025-10-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year FXAIX QQQ
2025 (YTD) +15.54% +18.45%
2024 +25.01% +25.58%
2023 +26.29% +54.86%
2022 −18.14% −32.58%
2021 +28.71% +27.42%
2020 +18.42% +48.62%
2019 +31.48% +38.96%
2018 −4.43% −0.13%
2017 +21.82% +32.66%
2016 +11.97% +7.10%
2015 +1.38% +9.44%
2014 +13.67% +19.18%
2013 +32.39% +36.63%
2012 +16.00% +18.11%
2011 −5.95% +3.38%
2010 +19.91%
2009 +54.70%
2008 −41.73%
2007 +19.03%
2006 +7.14%
2005 +1.58%
2004 +10.52%
2003 +49.67%
2002 −37.37%
2001 −33.34%
2000 −36.11%
1999 +78.95%

Drawdowns

Tue 2011-05-10? to Wed 2025-10-01 Current
Drawdown
Worst
Drawdown
FXAIX
×
0.00% −33.79%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
QQQ
×
0.00% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund