All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2011-09-14? to Fri 2025-08-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FGRIX × |
+11.07%
2025-08-15 |
14.36 TRR
2025-08-15 |
||||
Fidelity Growth & Income Portfolio Mutual Fund | ||||||
FSMDX × |
+4.75%
2025-08-15 |
3.497 TRR
2025-08-15 |
||||
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
FTQGX × |
+4.64%
2025-08-15 |
3.822 TRR
2025-08-15 |
||||
Fidelity Focused Stock Fund Mutual Fund | ||||||
FXAIX × |
+8.18%
2025-08-15 |
4.339 TRR
2025-08-15 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Fri 2025-08-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FGRIX × |
+324.51%
+10.95%/yr |
+8.63%/yr
(R2=0.936) |
||||
Fidelity Growth & Income Portfolio Mutual Fund | ||||||
FSMDX × |
+249.71%
+9.41%/yr |
+8.10%/yr
(R2=0.891) |
||||
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
FTQGX × |
+233.25%
+9.03%/yr |
+7.51%/yr
(R2=0.844) |
||||
Fidelity Focused Stock Fund Mutual Fund | ||||||
FXAIX × |
+394.53%
+12.17%/yr |
+10.58%/yr
(R2=0.958) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Fri 2025-08-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FGRIX × |
$10,000.00
2011-09-14 |
$42,451.46
2025-08-15 |
||||
Fidelity Growth & Income Portfolio Mutual Fund | ||||||
FSMDX × |
$10,000.00
2011-09-14 |
$34,970.99
2025-08-15 |
||||
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
FTQGX × |
$10,000.00
2011-09-14 |
$33,325.12
2025-08-15 |
||||
Fidelity Focused Stock Fund Mutual Fund | ||||||
FXAIX × |
$10,000.00
2011-09-14 |
$49,453.14
2025-08-15 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Fri 2025-08-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FGRIX × | −1.05% |
−35.81%
2020-03-23 |
||||
Fidelity Growth & Income Portfolio Mutual Fund | ||||||
FSMDX × | −2.69% |
−40.29%
2020-03-23 |
||||
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
FTQGX × | −9.90% |
−39.07%
2023-03-13 |
||||
Fidelity Focused Stock Fund Mutual Fund | ||||||
FXAIX × | −0.28% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||