All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FDFIX real return snapshot: after CPI-U inflation, FDFIX returned +18.95% over the past year and +10.12% YTD, with dividends reinvested. Since Mar. 15, 2017, FDFIX is up +174.64% in real purchasing-power return, or +11.35%/yr, and is currently at its real total-return high.
Data ending Fri Aug. 7, 2026
| Wed 2017-03-15💬 to Fri 2026-08-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FDFIX × |
+174.64%
+11.35%/yr |
+10.04%/yr
R2=0.895 |
||||
| Fidelity Flex 500 Index Fund Mutual Fund | ||||||
| Wed 2017-03-15💬 to Fri 2026-08-07 |
Start
Value |
End
Value |
|---|---|---|
| FDFIX × |
$10,000.00
2017-03-15 |
$27,464.13
2026-08-07 |
| YTD | YoY | |
|---|---|---|
| FDFIX × | +10.12% | +18.95% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FDFIX × |
—
on 2026-08-07 |
−33.73%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Fri 2026-08-07 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FDFIX × | +18.95% |
+43.07% +19.61%/yr |
+62.52% +17.57%/yr |
+52.47% +8.80%/yr |
— |
| Year | FDFIX |
|---|---|
| 2026 (YTD) | +10.12% |
| 2025 | +14.53% |
| 2024 | +21.55% |
| 2023 | +22.18% |
| 2022 | −23.08% |
| 2021 | +20.23% |
| 2020 | +16.87% |
| 2019 | +28.54% |
| 2018 | −6.24% |
| 2017 | +12.56% |