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 2026-04-01 YTD
Return 		TR
Price
FXAIX × 		−3.65%
2026-04-01 		6.401 TR
2026-04-01
Fidelity 500 Index Fund Mutual Fund
QQQ × 		−4.76%
2026-04-01 		13.55 TR
2026-04-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Returns

Tue 2011-05-10? to Wed 2026-04-01 Overall
Return 		Exponential
Trendline
FXAIX × 		+540.05%
+13.27%/yr 		+13.68%/yr
(R2=0.982)
Fidelity 500 Index Fund Mutual Fund
QQQ × 		+1,025.89%
+17.65%/yr 		+18.84%/yr
(R2=0.981)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2011-05-10? to Wed 2026-04-01 Start
Value 		End
Value
FXAIX × 		$10,000.00
2011-05-10 		$64,005.19
2026-04-01
Fidelity 500 Index Fund Mutual Fund
QQQ × 		$10,000.00
2011-05-10 		$112,589.46
2026-04-01
Invesco QQQ Trust NASDAQ Exchange-Traded Fund

Annual Returns

Year FXAIX QQQ
2026 (YTD) −3.65% −4.76%
2025 +18.20% +20.77%
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 2026-04-01 Current
Drawdown 		Worst
Drawdown
FXAIX × 		−5.56% −33.79%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
QQQ × 		−7.86% −35.12%
2022-11-03
Invesco QQQ Trust NASDAQ Exchange-Traded Fund