All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2018-08-03💬 to Fri 2026-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FZROX × |
+200.43%
+14.68%/yr |
+14.20%/yr
R2=0.917 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| FSRNX × |
+43.89%
+4.64%/yr |
+3.50%/yr
R2=0.378 |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| Fri 2018-08-03💬 to Fri 2026-08-14 |
Start
Value |
End
Value |
|---|---|---|
| FZROX × |
$10,000.00
2018-08-03 |
$30,042.68
2026-08-14 |
| FSRNX × |
$10,000.00
2018-08-03 |
$14,389.06
2026-08-14 |
| YTD | YoY | |
|---|---|---|
| FZROX × | +15.23% | +22.46% |
| FSRNX × | +13.53% | +14.66% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FZROX × |
−0.11%
on 2026-08-14 from 2026-08-13 peak |
−34.96%
on 2020-03-23 from 2020-02-19 peak |
| FSRNX × |
−2.20%
on 2026-08-14 from 2026-07-28 peak |
−44.26%
on 2020-03-23 from 2020-02-18 peak |
| Period ending Fri 2026-08-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FZROX × | +22.46% |
+47.07% +21.27%/yr |
+79.66% +21.57%/yr |
+80.98% +12.60%/yr |
— |
| FSRNX × | +14.66% |
+16.14% +7.77%/yr |
+33.87% +10.21%/yr |
+12.01% +2.29%/yr |
+46.18% +3.87%/yr |
| Year | FZROX | FSRNX |
|---|---|---|
| 2026 (YTD) | +15.23% | +13.53% |
| 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% |