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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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