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