All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Tue 2011-05-10? to Thu 2025-05-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
−4.36%
2025-05-01 |
5.314 TR
2025-05-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VINIX × |
−4.50%
2025-05-01 |
29.11 TR
2025-05-01 |
||||
| Vanguard Institutional Index Fund Institutional Shares Mutual Fund | ||||||
| SPY × |
−4.42%
2025-05-01 |
22.84 TR
2025-05-01 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Tue 2011-05-10? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+431.42%
+12.69%/yr |
+13.33%/yr
(R2=0.978) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VINIX × |
+378.07%
+11.84%/yr |
+12.55%/yr
(R2=0.973) |
||||
| Vanguard Institutional Index Fund Institutional Shares Mutual Fund | ||||||
| SPY × |
+430.36%
+12.68%/yr |
+13.37%/yr
(R2=0.978) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Tue 2011-05-10? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2011-05-10 |
$53,142.13
2025-05-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VINIX × |
$10,000.00
2011-05-10 |
$47,807.15
2025-05-01 |
||||
| Vanguard Institutional Index Fund Institutional Shares Mutual Fund | ||||||
| SPY × |
$10,000.00
2011-05-10 |
$53,035.68
2025-05-01 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Year | FXAIX | VINIX | SPY |
|---|---|---|---|
| 2025 (YTD) | −4.36% | −4.50% | −4.42% |
| 2024 | +25.01% | +23.32% | +24.89% |
| 2023 | +26.29% | +24.31% | +26.18% |
| 2022 | −18.14% | −19.40% | −18.18% |
| 2021 | +28.71% | +24.11% | +28.73% |
| 2020 | +18.42% | +16.42% | +18.33% |
| 2019 | +31.33% | +30.19% | +31.22% |
| 2018 | −5.02% | −4.71% | −4.57% |
| 2017 | +21.60% | +21.79% | +21.71% |
| 2016 | +11.41% | +11.61% | +12.00% |
| 2015 | +1.11% | +1.35% | +1.23% |
| 2014 | +14.29% | +13.66% | +13.46% |
| 2013 | +32.39% | +32.36% | +32.31% |
| 2012 | +16.00% | +15.98% | +15.99% |
| 2011 | −5.95% | +2.10% | +1.89% |
| 2010 | — | +15.04% | +15.06% |
| 2009 | — | +26.66% | +26.35% |
| 2008 | — | −36.96% | −36.79% |
| 2007 | — | +5.48% | +5.15% |
| 2006 | — | +15.79% | +15.85% |
| 2005 | — | +4.90% | +4.83% |
| 2004 | — | +11.69% | +10.70% |
| 2003 | — | +28.80% | +28.18% |
| 2002 | — | −22.01% | −21.58% |
| 2001 | — | −11.94% | −11.76% |
| 2000 | — | −8.94% | −9.74% |
| 1999 | — | +21.85% | +20.39% |
| 1998 | — | +29.14% | +28.69% |
| 1997 | — | +32.22% | +33.48% |
| 1996 | — | +21.32% | +22.50% |
| 1995 | — | +37.22% | +38.06% |
| 1994 | — | +0.53% | +0.40% |
| 1993 | — | +11.94% | +8.71% |
| 1992 | — | +8.89% | — |
| 1991 | — | +32.43% | — |
| 1990 | — | −5.75% | — |
| Tue 2011-05-10? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | −8.59% |
−33.79%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VINIX × | −8.72% |
−33.79%
2020-03-23 |
||||
| Vanguard Institutional Index Fund Institutional Shares Mutual Fund | ||||||
| SPY × | −8.61% |
−33.72%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||