All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2018-08-03💬 to Thu 2026-09-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FZROX × |
+196.02%
+14.26%/yr |
+14.29%/yr
R2=0.920 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| FSRNX × |
+33.69%
+3.63%/yr |
+3.57%/yr
R2=0.395 |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| Fri 2018-08-03💬 to Thu 2026-09-24 |
Start
Value |
End
Value |
|---|---|---|
| FZROX × |
$10,000.00
2018-08-03 |
$29,601.53
2026-09-24 |
| FSRNX × |
$10,000.00
2018-08-03 |
$13,369.22
2026-09-24 |
| YTD | YoY | |
|---|---|---|
| FZROX × | +13.54% | +17.11% |
| FSRNX × | +5.48% | +4.05% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FZROX × |
−1.58%
on 2026-09-24 from 2026-08-13 peak |
−34.96%
on 2020-03-23 from 2020-02-19 peak |
| FSRNX × |
−9.13%
on 2026-09-24 from 2026-07-28 peak |
−44.26%
on 2020-03-23 from 2020-02-18 peak |
| Period ending Thu 2026-09-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FZROX × | +17.11% |
+37.36% +17.20%/yr |
+84.06% +22.55%/yr |
+78.32% +12.26%/yr |
— |
| FSRNX × | +4.05% |
−0.10% −0.05%/yr |
+32.97% +9.96%/yr |
+5.34% +1.05%/yr |
+37.34% +3.22%/yr |
| Year | FZROX | FSRNX |
|---|---|---|
| 2026 (YTD) | +13.54% | +5.48% |
| 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 | — | +5.53% |