All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Wed 2018-09-26? to Tue 2025-07-15 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SPLG × |
+6.81%
2025-07-15 |
7.408 TR
2025-07-15 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
FXAIX × |
+6.89%
2025-07-15 |
5.939 TR
2025-07-15 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FNILX × |
+7.03%
2025-07-15 |
2.416 TR
2025-07-15 |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||
Wed 2018-09-26? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPLG × |
+140.51%
+13.77%/yr |
+14.05%/yr
(R2=0.893) |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
FXAIX × |
+138.54%
+13.64%/yr |
+14.03%/yr
(R2=0.893) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FNILX × |
+141.58%
+13.85%/yr |
+13.97%/yr
(R2=0.882) |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||
Wed 2018-09-26? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPLG × |
$10,000.00
2018-09-26 |
$24,051.48
2025-07-15 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
FXAIX × |
$10,000.00
2018-09-26 |
$23,854.30
2025-07-15 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FNILX × |
$10,000.00
2018-09-26 |
$24,158.13
2025-07-15 |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||
Year | SPLG | FXAIX | FNILX |
---|---|---|---|
2025 (YTD) | +6.81% | +6.89% | +7.03% |
2024 | +25.00% | +25.01% | +25.47% |
2023 | +26.25% | +26.29% | +27.45% |
2022 | −18.10% | −18.14% | −19.37% |
2021 | +28.78% | +28.71% | +26.67% |
2020 | +18.49% | +18.42% | +21.14% |
2019 | +31.99% | +31.33% | +31.79% |
2018 | −4.78% | −5.02% | −13.43% |
2017 | +21.30% | +21.60% | — |
2016 | +11.82% | +11.41% | — |
2015 | +1.15% | +1.11% | — |
2014 | +13.69% | +14.29% | — |
2013 | +33.17% | +32.39% | — |
2012 | +15.16% | +16.00% | — |
2011 | +1.71% | −5.95% | — |
2010 | +15.89% | — | — |
2009 | +27.23% | — | — |
2008 | −36.90% | — | — |
2007 | +5.74% | — | — |
2006 | +14.54% | — | — |
2005 | +2.08% | — | — |
Wed 2018-09-26? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPLG × | −0.61% |
−33.87%
2020-03-23 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
FXAIX × | −0.87% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FNILX × | −0.53% |
−33.75%
2020-03-23 |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||