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

Total Real Returns

FXAIX,QQQM,FDVV: Total Return Chart (with Dividends Reinvested)

Tue 2020-10-13? to Fri 2026-05-01 YTD
Return
TR
Price
FXAIX
×
+6.01%
2026-05-01
7.042 TR
2026-05-01
Fidelity 500 Index Fund Mutual Fund
QQQM
×
+9.88%
2026-05-01
2.373 TR
2026-05-01
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FDVV
×
+5.10%
2026-05-01
3.302 TR
2026-05-01
Fidelity High Dividend ETF Exchange-Traded Fund

Returns

Tue 2020-10-13? to Fri 2026-05-01 Overall
Return
Exponential
Trendline
FXAIX
×
+123.70%
+15.62%/yr
+13.34%/yr
(R2=0.832)
Fidelity 500 Index Fund Mutual Fund
QQQM
×
+137.33%
+16.86%/yr
+15.10%/yr
(R2=0.746)
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FDVV
×
+146.31%
+17.65%/yr
+14.22%/yr
(R2=0.913)
Fidelity High Dividend ETF Exchange-Traded Fund

Growth of $10,000

Tue 2020-10-13? to Fri 2026-05-01 Start
Value
End
Value
FXAIX
×
$10,000.00
2020-10-13
$22,370.13
2026-05-01
Fidelity 500 Index Fund Mutual Fund
QQQM
×
$10,000.00
2020-10-13
$23,733.46
2026-05-01
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FDVV
×
$10,000.00
2020-10-13
$24,631.32
2026-05-01
Fidelity High Dividend ETF Exchange-Traded Fund

Annual Returns

Year FXAIX QQQM FDVV
2026 (YTD) +6.01% +9.88% +5.10%
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%

Drawdowns

Tue 2020-10-13? to Fri 2026-05-01 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
×
−0.53% −20.18%
2022-09-30
Fidelity High Dividend ETF Exchange-Traded Fund