All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2020-10-13? to Wed 2026-04-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
−3.53%
2026-04-01 |
6.401 TR
2026-04-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| QQQM × |
−4.64%
2026-04-01 |
2.057 TR
2026-04-01 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| FDVV × |
−1.50%
2026-04-01 |
3.094 TR
2026-04-01 |
||||
| Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
| Tue 2020-10-13? to Wed 2026-04-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+103.31%
+13.87%/yr |
+13.21%/yr
(R2=0.825) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| QQQM × |
+105.72%
+14.11%/yr |
+14.91%/yr
(R2=0.735) |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| FDVV × |
+130.85%
+16.54%/yr |
+14.16%/yr
(R2=0.909) |
||||
| Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
| Tue 2020-10-13? to Wed 2026-04-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2020-10-13 |
$20,331.32
2026-04-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| QQQM × |
$10,000.00
2020-10-13 |
$20,572.02
2026-04-01 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| FDVV × |
$10,000.00
2020-10-13 |
$23,085.35
2026-04-01 |
||||
| Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
| Year | FXAIX | QQQM | FDVV |
|---|---|---|---|
| 2026 (YTD) | −3.53% | −4.64% | −1.50% |
| 2025 | +18.20% | +20.85% | +17.09% |
| 2024 | +25.01% | +25.68% | +21.81% |
| 2023 | +26.29% | +55.01% | +18.00% |
| 2022 | −18.14% | −32.52% | −4.21% |
| 2021 | +28.71% | +27.45% | +29.24% |
| 2020 | +18.42% | +6.67% | +2.80% |
| 2019 | +31.48% | — | +24.07% |
| 2018 | −4.43% | — | −1.26% |
| 2017 | +21.82% | — | +13.96% |
| 2016 | +11.97% | — | +5.05% |
| 2015 | +1.38% | — | — |
| 2014 | +13.67% | — | — |
| 2013 | +32.39% | — | — |
| 2012 | +16.00% | — | — |
| 2011 | −5.95% | — | — |
| Tue 2020-10-13? to Wed 2026-04-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | −5.56% |
−24.50%
2022-10-12 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| QQQM × | −7.86% |
−35.05%
2022-11-03 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| FDVV × | −6.77% |
−20.18%
2022-09-30 |
||||
| Fidelity High Dividend ETF Exchange-Traded Fund | ||||||