All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

ALTFX,FXAIX,FADTX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Tue 2011-05-10? to Mon 2025-03-24 YTD
Return
TRR
Price
ALTFX
×
−3.99%
2025-03-24
2.007 TRR
2025-03-24
Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund
FXAIX
×
−2.89%
2025-03-24
3.851 TRR
2025-03-24
Fidelity 500 Index Fund Mutual Fund
FADTX
×
−9.15%
2025-03-24
5.053 TRR
2025-03-24
Fidelity Advisor Technology Fund Class A Mutual Fund

Returns

Tue 2011-05-10? to Mon 2025-03-24 Overall
Return
Exponential
Trendline
ALTFX
×
+31.08%
+1.97%/yr
+5.40%/yr
(R2=0.676)
Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund
FXAIX
×
+285.12%
+10.21%/yr
+10.56%/yr
(R2=0.957)
Fidelity 500 Index Fund Mutual Fund
FADTX
×
+230.60%
+9.00%/yr
+11.15%/yr
(R2=0.878)
Fidelity Advisor Technology Fund Class A Mutual Fund

Growth of $10,000

Tue 2011-05-10? to Mon 2025-03-24 Start
Value
End
Value
ALTFX
×
$10,000.00
2011-05-10
$13,107.99
2025-03-24
Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund
FXAIX
×
$10,000.00
2011-05-10
$38,511.98
2025-03-24
Fidelity 500 Index Fund Mutual Fund
FADTX
×
$10,000.00
2011-05-10
$33,060.24
2025-03-24
Fidelity Advisor Technology Fund Class A Mutual Fund

Annual Returns

Year ALTFX FXAIX FADTX
2025 (YTD) −3.99% −2.89% −9.15%
2024 −4.52% +21.51% +21.84%
2023 +12.21% +22.20% +48.18%
2022 −33.14% −23.11% −42.01%
2021 +3.85% +20.24% +5.17%
2020 +27.91% +16.83% +49.78%
2019 +22.78% +28.40% +43.53%
2018 −17.49% −6.79% −26.48%
2017 +34.32% +19.07% +35.08%
2016 +0.55% +9.16% +7.80%
2015 +1.71% +0.38% +6.50%
2014 +3.71% +13.43% +10.14%
2013 +20.80% +30.44% +29.10%
2012 +11.04% +14.01% +14.64%
2011 −25.92% −6.12% −12.46%
2010 +16.68% +24.53%
2009 +51.39% +87.70%
2008 −45.48% −51.66%
2007 +15.57% +11.00%
2006 +5.46% +3.43%
2005 +1.49% +6.94%
2004 +1.62% −3.87%
2003 +39.07% +55.25%
2002 −44.27% −40.24%
2001 −27.12% −27.84%
2000 −31.62% −38.53%
1999 +61.62% +85.37%
1998 +49.35% +41.94%
1997 +1.70%
1996 +14.61%
1995 +34.36%
1994 +12.73%
1993 −16.21%
1992 −4.08%
1991 +49.08%
1990 −15.09%
1989 +2.93%
1988 −26.07%
1987 +5.72%
1986 −6.05%

Drawdowns

Tue 2011-05-10? to Mon 2025-03-24 Current
Drawdown
Worst
Drawdown
ALTFX
×
−38.87% −45.79%
2022-10-14
Ab Sustainable Global Thematic Fund Inc. Class A Mutual Fund
FXAIX
×
−6.30% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
FADTX
×
−19.41% −50.92%
2023-01-05
Fidelity Advisor Technology Fund Class A Mutual Fund