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

Total Real Returns

FZROX vs. FSRNX: Total Return Chart (with Dividends Reinvested)

Growth of $10,000

Fri 2018-08-03💬 to Fri 2026-09-04 Overall
Return 		Exponential
Trendline
FZROX × 		+197.34%
+14.42%/yr 		+14.25%/yr
R2=0.919
Fidelity Zero Total Market Index Fund Mutual Fund
FSRNX × 		+38.60%
+4.12%/yr 		+3.55%/yr
R2=0.388
Fidelity Real Estate Index Fund Institutional Class Mutual Fund

Growth of $10,000 Summary

Fri 2018-08-03💬 to Fri 2026-09-04 Start
Value 		End
Value
FZROX × 		$10,000.00
2018-08-03 		$29,733.87
2026-09-04
FSRNX × 		$10,000.00
2018-08-03 		$13,859.93
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
FZROX × 		+14.04% +20.13%
FSRNX × 		+9.35% +7.62%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FZROX × 		−1.14%
on 2026-09-04
from 2026-08-13 peak 		−34.96%
on 2020-03-23
from 2020-02-19 peak
FSRNX × 		−5.80%
on 2026-09-04
from 2026-07-28 peak 		−44.26%
on 2020-03-23
from 2020-02-18 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
FZROX × 		+20.13% +43.51%
+19.79%/yr 		+76.47%
+20.84%/yr 		+76.05%
+11.98%/yr 		—
FSRNX × 		+7.62% +7.34%
+3.61%/yr 		+29.47%
+8.99%/yr 		+3.97%
+0.78%/yr 		+41.56%
+3.54%/yr

Annual Returns

Year FZROX FSRNX
2026 (YTD) +14.04% +9.35%
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%