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 +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 āˆ’0.40% below its real total-return high on Aug. 13, 2026.

Data ending Wed Oct. 7, 2026

Growth of $10,000

Wed 2017-03-15šŸ’¬ 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

Growth of $10,000 Summary

Wed 2017-03-15šŸ’¬ to Wed 2026-10-07 Start
Value
End
Value
FDFIX
×
$10,000.00
2017-03-15
$27,577.74
2026-10-07

This Year’s Performance

through 2026-10-07

  YTD YoY
FDFIX
×
+10.58% +13.09%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FDFIX
×
āˆ’0.40%
on 2026-10-07
from 2026-08-13 peak
āˆ’33.73%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

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
—

Annual Returns

Year FDFIX
2026 (YTD) +10.58%
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%