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 +12.90% over the past year and +10.86% YTD, with dividends reinvested. Since Mar. 15, 2017, FDFIX is up +176.47% in real purchasing-power return, or +11.22%/yr, and is currently āˆ’0.15% below its real total-return high on Aug. 13, 2026.

Data ending Tue Oct. 6, 2026

Growth of $10,000

Wed 2017-03-15šŸ’¬ to Tue 2026-10-06 Overall
Return
Exponential
Trendline
FDFIX
×
+176.47%
+11.22%/yr
+10.15%/yr
R2=0.900
Fidelity Flex 500 Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-03-15šŸ’¬ to Tue 2026-10-06 Start
Value
End
Value
FDFIX
×
$10,000.00
2017-03-15
$27,646.80
2026-10-06

This Year’s Performance

through 2026-10-06

  YTD YoY
FDFIX
×
+10.86% +12.90%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FDFIX
×
āˆ’0.15%
on 2026-10-06
from 2026-08-13 peak
āˆ’33.73%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Tue 2026-10-06 1 yr 2 yr 3 yr 5 yr 10 yr
FDFIX
×
+12.90% +30.13%
+14.07%/yr
+72.02%
+19.82%/yr
+56.60%
+9.39%/yr
—

Annual Returns

Year FDFIX
2026 (YTD) +10.86%
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%