All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2020-10-13? to Wed 2025-10-08 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+16.30%
2025-10-08 |
6.536 TR
2025-10-08 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
QQQM × |
+20.12%
2025-10-08 |
2.147 TR
2025-10-08 |
||||
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
FDVV × |
+14.70%
2025-10-08 |
3.077 TR
2025-10-08 |
||||
Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
Tue 2020-10-13? to Wed 2025-10-08 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+107.62%
+15.78%/yr |
+12.15%/yr
(R2=0.771) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
QQQM × |
+114.68%
+16.56%/yr |
+13.48%/yr
(R2=0.654) |
||||
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
FDVV × |
+129.57%
+18.14%/yr |
+13.54%/yr
(R2=0.881) |
||||
Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
Tue 2020-10-13? to Wed 2025-10-08 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2020-10-13 |
$20,761.74
2025-10-08 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
QQQM × |
$10,000.00
2020-10-13 |
$21,467.84
2025-10-08 |
||||
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
FDVV × |
$10,000.00
2020-10-13 |
$22,956.89
2025-10-08 |
||||
Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
Year | FXAIX | QQQM | FDVV |
---|---|---|---|
2025 (YTD) | +16.30% | +20.12% | +14.70% |
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 2025-10-08 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | 0.00% |
−24.50%
2022-10-12 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
QQQM × | 0.00% |
−35.05%
2022-11-03 |
||||
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
FDVV × | −0.18% |
−20.18%
2022-09-30 |
||||
Fidelity High Dividend ETF Exchange-Traded Fund | ||||||