All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FDFIX,FJTDX,FLXSX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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
FLXSX
×
−10.29%
2025-05-09
1.194 TRR
2025-05-09
Fidelity Flex Small Cap Index Fund Mutual Fund

Returns

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
FLXSX
×
+0.28%
+0.04%/yr
+1.78%/yr
(R2=0.064)
Fidelity Flex Small Cap Index Fund Mutual Fund

Growth of $10,000

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
FLXSX
×
$10,000.00
2018-06-06
$10,027.55
2025-05-09
Fidelity Flex Small Cap Index Fund Mutual Fund

Annual Returns

Year FDFIX FJTDX FLXSX
2025 (YTD) −4.88% −0.10% −10.29%
2024 +21.58% +3.11% +8.49%
2023 +22.15% +2.43% +13.33%
2022 −23.07% −5.03% −25.13%
2021 +20.15% −6.36% +5.57%
2020 +16.86% +0.00% +18.44%
2019 +28.57% +0.85% +20.93%
2018 −6.60% +1.05% −13.69%
2017 +12.45% +10.83%

Drawdowns

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
FLXSX
×
−26.28% −44.58%
2020-03-18
Fidelity Flex Small Cap Index Fund Mutual Fund