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

Total Real Returns

FDFIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FDFIX real return snapshot: after CPI-U inflation, FDFIX returned +15.62% over the past year and +9.63% YTD, with dividends reinvested. Since Mar. 15, 2017, FDFIX is up +173.42% in real purchasing-power return, or +11.23%/yr, and is currently āˆ’1.27% below its real total-return high on Aug. 13, 2026.

Data ending Fri Aug. 28, 2026

Growth of $10,000

Wed 2017-03-15šŸ’¬ to Fri 2026-08-28 Overall
Return 		Exponential
Trendline
FDFIX × 		+173.42%
+11.23%/yr 		+10.08%/yr
R2=0.897
Fidelity Flex 500 Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-03-15šŸ’¬ to Fri 2026-08-28 Start
Value 		End
Value
FDFIX × 		$10,000.00
2017-03-15 		$27,342.09
2026-08-28

This Yearā€™s Performance

through 2026-08-28

  YTD YoY
FDFIX × 		+9.63% +15.62%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FDFIX × 		āˆ’1.27%
on 2026-08-28
from 2026-08-13 peak 		āˆ’33.73%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-08-28 1 yr 2 yr 3 yr 5 yr 10 yr
FDFIX × 		+15.62% +32.32%
+15.03%/yr 		+65.19%
+18.21%/yr 		+49.40%
+8.36%/yr 		—

Annual Returns

Year FDFIX
2026 (YTD) +9.63%
2025 +14.53%
2024 +21.55%
2023 +22.18%
2022 āˆ’23.08%
2021 +20.23%
2020 +16.87%
2019 +28.54%
2018 āˆ’6.24%
2017 +12.56%