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 +12.71% over the past year and +8.42% YTD, with dividends reinvested. Since Mar. 15, 2017, FDFIX is up +170.39% in real purchasing-power return, or +11.03%/yr, and is currently āˆ’2.35% below its real total-return high on Aug. 13, 2026.

Data ending Thu Sep. 17, 2026

Growth of $10,000

Wed 2017-03-15šŸ’¬ to Thu 2026-09-17 Overall
Return 		Exponential
Trendline
FDFIX × 		+170.39%
+11.03%/yr 		+10.12%/yr
R2=0.898
Fidelity Flex 500 Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-03-15šŸ’¬ to Thu 2026-09-17 Start
Value 		End
Value
FDFIX × 		$10,000.00
2017-03-15 		$27,038.78
2026-09-17

This Yearā€™s Performance

through 2026-09-17

  YTD YoY
FDFIX × 		+8.42% +12.71%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FDFIX × 		āˆ’2.35%
on 2026-09-17
from 2026-08-13 peak 		āˆ’33.73%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Thu 2026-09-17 1 yr 2 yr 3 yr 5 yr 10 yr
FDFIX × 		+12.71% +29.90%
+13.97%/yr 		+62.85%
+17.65%/yr 		+50.43%
+8.51%/yr 		—

Annual Returns

Year FDFIX
2026 (YTD) +8.42%
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%