All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2011-05-10? to Fri 2025-09-05 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+11.51%
2025-09-05 |
6.267 TR
2025-09-05 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
VT × |
+15.31%
2025-09-05 |
3.899 TR
2025-09-05 |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Fri 2025-09-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+526.70%
+13.67%/yr |
+13.53%/yr
(R2=0.980) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
VT × |
+261.55%
+9.39%/yr |
+9.44%/yr
(R2=0.955) |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Fri 2025-09-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-05-10 |
$62,669.63
2025-09-05 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
VT × |
$10,000.00
2011-05-10 |
$36,155.44
2025-09-05 |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||
Year | FXAIX | VT |
---|---|---|
2025 (YTD) | +11.51% | +15.31% |
2024 | +25.01% | +16.49% |
2023 | +26.29% | +22.04% |
2022 | −18.14% | −18.01% |
2021 | +28.71% | +18.27% |
2020 | +18.42% | +16.59% |
2019 | +31.48% | +26.81% |
2018 | −4.43% | −9.76% |
2017 | +21.82% | +24.50% |
2016 | +11.97% | +8.50% |
2015 | +1.38% | −1.86% |
2014 | +13.67% | +3.68% |
2013 | +32.39% | +22.94% |
2012 | +16.00% | +17.12% |
2011 | −5.95% | −7.51% |
2010 | — | +13.08% |
2009 | — | +32.66% |
2008 | — | −33.05% |
Tue 2011-05-10? to Fri 2025-09-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −0.30% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
VT × | −0.10% |
−34.24%
2020-03-23 |
||||
Vanguard Total World Stock Index Fund ETF Shares Exchange-Traded Fund | ||||||