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 +13.09% over the past year and +10.58% YTD, with dividends reinvested. Since Mar. 15, 2017, FDFIX is up +175.78% in real purchasing-power return, or +11.19%/yr, and is currently ā0.40% below its real total-return high on Aug. 13, 2026.
Data ending Wed Oct. 7, 2026
| Wed 2017-03-15š¬ to Wed 2026-10-07 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FDFIX × |
+175.78%
+11.19%/yr |
+10.15%/yr
R2=0.900 |
||||
| Fidelity Flex 500 Index Fund Mutual Fund | ||||||
| Wed 2017-03-15š¬ to Wed 2026-10-07 |
Start
Value |
End
Value |
|---|---|---|
| FDFIX × |
$10,000.00
2017-03-15 |
$27,577.74
2026-10-07 |
| YTD | YoY | |
|---|---|---|
| FDFIX × | +10.58% | +13.09% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FDFIX × |
ā0.40%
on 2026-10-07 from 2026-08-13 peak |
ā33.73%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Wed 2026-10-07 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FDFIX × | +13.09% |
+31.10% +14.50%/yr |
+71.59% +19.72%/yr |
+54.92% +9.15%/yr |
— |
| Year | FDFIX |
|---|---|
| 2026 (YTD) | +10.58% |
| 2025 | +14.53% |
| 2024 | +21.55% |
| 2023 | +22.18% |
| 2022 | ā23.08% |
| 2021 | +20.23% |
| 2020 | +16.87% |
| 2019 | +28.54% |
| 2018 | ā6.24% |
| 2017 | +12.56% |