All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2018-06-06? to Fri 2025-05-09 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FDFIX × |
−4.88%
2025-05-09 |
2.061 TRR
2025-05-09 |
||||
Fidelity Flex 500 Index Fund Mutual Fund | ||||||
FJTDX × |
−0.10%
2025-05-09 |
0.9561 TRR
2025-05-09 |
||||
Fidelity Flex Conservative Income Bond Fund Mutual Fund | ||||||
Wed 2018-06-06? to Fri 2025-05-09 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FDFIX × |
+79.17%
+8.79%/yr |
+9.06%/yr
(R2=0.762) |
||||
Fidelity Flex 500 Index Fund Mutual Fund | ||||||
FJTDX × |
−4.39%
−0.65%/yr |
−1.74%/yr
(R2=0.575) |
||||
Fidelity Flex Conservative Income Bond Fund Mutual Fund | ||||||
Wed 2018-06-06? to Fri 2025-05-09 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FDFIX × |
$10,000.00
2018-06-06 |
$17,916.98
2025-05-09 |
||||
Fidelity Flex 500 Index Fund Mutual Fund | ||||||
FJTDX × |
$10,000.00
2018-06-06 |
$9,561.49
2025-05-09 |
||||
Fidelity Flex Conservative Income Bond Fund Mutual Fund | ||||||
Year | FDFIX | FJTDX |
---|---|---|
2025 (YTD) | −4.88% | −0.10% |
2024 | +21.58% | +3.11% |
2023 | +22.15% | +2.43% |
2022 | −23.07% | −5.03% |
2021 | +20.15% | −6.36% |
2020 | +16.86% | +0.00% |
2019 | +28.57% | +0.85% |
2018 | −6.60% | +1.05% |
2017 | +12.45% | — |
Wed 2018-06-06? to Fri 2025-05-09 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FDFIX × | −8.20% |
−33.72%
2020-03-23 |
||||
Fidelity Flex 500 Index Fund Mutual Fund | ||||||
FJTDX × | −7.04% |
−12.99%
2022-06-29 |
||||
Fidelity Flex Conservative Income Bond Fund Mutual Fund | ||||||