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 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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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