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

Total Real Returns

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

Tue 2020-10-13? to Thu 2026-04-02 YTD
Return
TR
Price
FXAIX
×
−3.53%
2026-04-02
6.408 TR
2026-04-02
Fidelity 500 Index Fund Mutual Fund
QQQM
×
−4.64%
2026-04-02
2.06 TR
2026-04-02
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FNBGX
×
+0.33%
2026-04-02
0.934 TR
2026-04-02
Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund
FSAHX
×
+0.73%
2026-04-02
1.597 TR
2026-04-02
Fidelity Short Duration High Income Fund Mutual Fund

Returns

Tue 2020-10-13? to Thu 2026-04-02 Overall
Return
Exponential
Trendline
FXAIX
×
+103.56%
+13.88%/yr
+13.21%/yr
(R2=0.825)
Fidelity 500 Index Fund Mutual Fund
QQQM
×
+105.97%
+14.13%/yr
+14.91%/yr
(R2=0.735)
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FNBGX
×
−32.79%
−7.01%/yr
−7.20%/yr
(R2=0.644)
Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund
FSAHX
×
+28.58%
+4.71%/yr
+4.59%/yr
(R2=0.745)
Fidelity Short Duration High Income Fund Mutual Fund

Growth of $10,000

Tue 2020-10-13? to Thu 2026-04-02 Start
Value
End
Value
FXAIX
×
$10,000.00
2020-10-13
$20,356.17
2026-04-02
Fidelity 500 Index Fund Mutual Fund
QQQM
×
$10,000.00
2020-10-13
$20,596.82
2026-04-02
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FNBGX
×
$10,000.00
2020-10-13
$6,721.23
2026-04-02
Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund
FSAHX
×
$10,000.00
2020-10-13
$12,858.44
2026-04-02
Fidelity Short Duration High Income Fund Mutual Fund

Annual Returns

Year FXAIX QQQM FNBGX FSAHX
2026 (YTD) −3.53% −4.64% +0.33% +0.73%
2025 +18.20% +20.85% +5.32% +7.73%
2024 +25.01% +25.68% −5.90% +8.77%
2023 +26.29% +55.01% +3.19% +10.22%
2022 −18.14% −32.52% −29.60% −6.45%
2021 +28.71% +27.45% −4.85% +3.34%
2020 +18.42% +6.67% +17.78% +3.99%
2019 +31.48% +14.25% +9.32%
2018 −4.43% −1.61% −1.24%
2017 +21.82% +2.64% +4.97%
2016 +11.97% +10.65%
2015 +1.38% −3.24%
2014 +13.67% +0.15%
2013 +32.39% +0.50%
2012 +16.00%
2011 −5.95%

Drawdowns

Tue 2020-10-13? to Thu 2026-04-02 Current
Drawdown
Worst
Drawdown
FXAIX
×
−5.44% −24.50%
2022-10-12
Fidelity 500 Index Fund Mutual Fund
QQQM
×
−7.75% −35.05%
2022-11-03
Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund
FNBGX
×
−32.91% −43.39%
2023-10-19
Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund
FSAHX
×
−0.28% −8.89%
2022-06-30
Fidelity Short Duration High Income Fund Mutual Fund