All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2011-05-10? to Thu 2025-07-03 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+7.80%
2025-07-03 |
5.989 TR
2025-07-03 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPLG × |
+7.38%
2025-07-03 |
7.448 TR
2025-07-03 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+498.94%
+13.49%/yr |
+13.36%/yr
(R2=0.978) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPLG × |
+497.79%
+13.47%/yr |
+13.42%/yr
(R2=0.978) |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-05-10 |
$59,893.82
2025-07-03 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPLG × |
$10,000.00
2011-05-10 |
$59,779.47
2025-07-03 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
Year | FXAIX | SPLG |
---|---|---|
2025 (YTD) | +7.80% | +7.38% |
2024 | +25.01% | +25.00% |
2023 | +26.29% | +26.25% |
2022 | −18.14% | −18.10% |
2021 | +28.71% | +28.78% |
2020 | +18.42% | +18.49% |
2019 | +31.33% | +31.99% |
2018 | −5.02% | −4.78% |
2017 | +21.60% | +21.30% |
2016 | +11.41% | +11.82% |
2015 | +1.11% | +1.15% |
2014 | +14.29% | +13.69% |
2013 | +32.39% | +33.17% |
2012 | +16.00% | +15.16% |
2011 | −5.95% | +1.71% |
2010 | — | +15.89% |
2009 | — | +27.23% |
2008 | — | −36.90% |
2007 | — | +5.74% |
2006 | — | +14.54% |
2005 | — | +2.08% |
Tue 2011-05-10? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | 0.00% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPLG × | 0.00% |
−33.87%
2020-03-23 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||