All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
| Fri 2021-06-11? to Fri 2025-08-01 |
YTD
Return |
TR
Price |
||||
|---|---|---|---|---|---|---|
| VOO × |
+6.75%
2025-08-01 |
7.442 TR
2025-08-01 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| FTEC × |
+8.82%
2025-08-01 |
8.996 TR
2025-08-01 |
||||
| Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
| SOXQ × |
+11.40%
2025-08-01 |
1.794 TR
2025-08-01 |
||||
| Invesco PHLX Semiconductor ETF NASDAQ Exchange-Traded Fund | ||||||
| FNCL × |
+7.03%
2025-08-01 |
3.716 TR
2025-08-01 |
||||
| Fidelity MSCI Financials Index ETF Exchange-Traded Fund | ||||||
| FXNAX × |
+4.29%
2025-08-01 |
1.349 TR
2025-08-01 |
||||
| Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
| Fri 2021-06-11? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| VOO × |
+55.94%
+11.33%/yr |
+11.98%/yr
(R2=0.678) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| FTEC × |
+83.13%
+15.74%/yr |
+16.15%/yr
(R2=0.647) |
||||
| Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
| SOXQ × |
+79.44%
+15.17%/yr |
+17.51%/yr
(R2=0.587) |
||||
| Invesco PHLX Semiconductor ETF NASDAQ Exchange-Traded Fund | ||||||
| FNCL × |
+47.90%
+9.92%/yr |
+10.76%/yr
(R2=0.532) |
||||
| Fidelity MSCI Financials Index ETF Exchange-Traded Fund | ||||||
| FXNAX × |
−2.92%
−0.71%/yr |
−0.75%/yr
(R2=0.035) |
||||
| Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
| Fri 2021-06-11? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| VOO × |
$10,000.00
2021-06-11 |
$15,594.02
2025-08-01 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| FTEC × |
$10,000.00
2021-06-11 |
$18,313.47
2025-08-01 |
||||
| Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
| SOXQ × |
$10,000.00
2021-06-11 |
$17,944.37
2025-08-01 |
||||
| Invesco PHLX Semiconductor ETF NASDAQ Exchange-Traded Fund | ||||||
| FNCL × |
$10,000.00
2021-06-11 |
$14,789.83
2025-08-01 |
||||
| Fidelity MSCI Financials Index ETF Exchange-Traded Fund | ||||||
| FXNAX × |
$10,000.00
2021-06-11 |
$9,707.75
2025-08-01 |
||||
| Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
| Year | VOO | FTEC | SOXQ | FNCL | FXNAX |
|---|---|---|---|---|---|
| 2025 (YTD) | +6.75% | +8.82% | +11.40% | +7.03% | +4.29% |
| 2024 | +24.98% | +29.40% | +20.16% | +30.44% | +1.62% |
| 2023 | +26.32% | +53.30% | +66.75% | +14.10% | +5.53% |
| 2022 | −18.17% | −29.59% | −35.60% | −12.28% | −13.25% |
| 2021 | +28.79% | +30.49% | +24.82% | +34.92% | −1.79% |
| 2020 | +18.32% | +45.83% | — | −2.19% | +7.82% |
| 2019 | +31.37% | +48.93% | — | +31.59% | +8.51% |
| 2018 | −4.50% | −0.39% | — | −13.44% | +0.05% |
| 2017 | +21.77% | +36.83% | — | +19.99% | +3.51% |
| 2016 | +12.17% | +13.91% | — | +24.30% | +2.52% |
| 2015 | +1.33% | +4.97% | — | −0.75% | +0.65% |
| 2014 | +13.56% | +18.34% | — | +14.01% | +5.99% |
| 2013 | +32.39% | +8.30% | — | +4.83% | −2.19% |
| 2012 | +15.99% | — | — | — | +4.26% |
| 2011 | +1.90% | — | — | — | +4.76% |
| 2010 | +14.78% | — | — | — | — |
| Fri 2021-06-11? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| VOO × | −2.41% |
−24.52%
2022-10-12 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| FTEC × | −2.95% |
−34.95%
2022-10-14 |
||||
| Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
| SOXQ × | −5.79% |
−46.01%
2022-10-14 |
||||
| Invesco PHLX Semiconductor ETF NASDAQ Exchange-Traded Fund | ||||||
| FNCL × | −3.83% |
−25.68%
2022-09-30 |
||||
| Fidelity MSCI Financials Index ETF Exchange-Traded Fund | ||||||
| FXNAX × | −4.38% |
−18.06%
2022-10-24 |
||||
| Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund | ||||||