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 +15.16% over the past year and +5.97% YTD, with dividends reinvested. Since Mar. 15, 2017, FDFIX is up +164.28% in real purchasing-power return, or +10.97%/yr, and is currently −1.76% below its real total-return high on Jun. 2, 2026.

Data ending Fri Jul. 17, 2026

Growth of $10,000

Wed 2017-03-15💬 to Fri 2026-07-17 Overall
Return 		Exponential
Trendline
FDFIX × 		+164.28%
+10.97%/yr 		+10.00%/yr
R2=0.893
Fidelity Flex 500 Index Fund Mutual Fund

Growth of $10,000 Summary

Wed 2017-03-15💬 to Fri 2026-07-17 Start
Value 		End
Value
FDFIX × 		$10,000.00
2017-03-15 		$26,428.08
2026-07-17

This Year’s Performance

through 2026-07-17

  YTD YoY
FDFIX × 		+5.97% +15.16%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FDFIX × 		−1.76%
on 2026-07-17
from 2026-06-02 peak 		−33.73%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-07-17 1 yr 2 yr 3 yr 5 yr 10 yr
FDFIX × 		+15.16% +28.06%
+13.16%/yr 		+56.02%
+15.98%/yr 		+50.12%
+8.46%/yr 		—

Annual Returns

Year FDFIX
2026 (YTD) +5.97%
2025 +14.53%
2024 +21.55%
2023 +22.18%
2022 −23.08%
2021 +20.23%
2020 +16.87%
2019 +28.54%
2018 −6.24%
2017 +12.56%