All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2018-08-03💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FZROX × |
+185.65%
+14.07%/yr |
+14.14%/yr
R2=0.915 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| FSRNX × |
+46.81%
+4.93%/yr |
+3.44%/yr
R2=0.366 |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| Fri 2018-08-03💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| FZROX × |
$10,000.00
2018-08-03 |
$28,564.81
2026-07-24 |
| FSRNX × |
$10,000.00
2018-08-03 |
$14,681.26
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| FZROX × | +9.56% | +18.33% |
| FSRNX × | +15.83% | +13.65% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FZROX × |
−2.19%
on 2026-07-24 from 2026-06-02 peak |
−34.96%
on 2020-03-23 from 2020-02-19 peak |
| FSRNX × |
—
on 2026-07-24 |
−44.26%
on 2020-03-23 from 2020-02-18 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FZROX × | +18.33% |
+40.13% +18.38%/yr |
+68.25% +18.94%/yr |
+74.14% +11.73%/yr |
— |
| FSRNX × | +13.65% |
+22.71% +10.78%/yr |
+30.18% +9.19%/yr |
+15.22% +2.87%/yr |
+46.72% +3.91%/yr |
| Year | FZROX | FSRNX |
|---|---|---|
| 2026 (YTD) | +9.56% | +15.83% |
| 2025 | +17.23% | +3.03% |
| 2024 | +23.94% | +4.99% |
| 2023 | +26.20% | +11.93% |
| 2022 | −19.21% | −26.14% |
| 2021 | +26.21% | +40.66% |
| 2020 | +20.52% | −11.31% |
| 2019 | +31.23% | +23.04% |
| 2018 | −11.83% | −4.22% |
| 2017 | — | +3.76% |
| 2016 | — | +6.56% |
| 2015 | — | +4.38% |
| 2014 | — | +31.61% |
| 2013 | — | +1.39% |
| 2012 | — | +17.13% |
| 2011 | — | +5.52% |