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

Total Real Returns

FGRIX,FSMDX,FTQGX,FXAIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

Year FGRIX FSMDX FTQGX FXAIX
2025 (YTD) +11.07% +4.75% +4.64% +8.18%
2024 +16.60% +12.15% +21.87% +21.51%
2023 +13.56% +13.41% +24.77% +22.20%
2022 −10.75% −22.30% −35.56% −23.11%
2021 +16.12% +14.49% +18.57% +20.24%
2020 +6.30% +15.57% +17.78% +16.83%
2019 +26.85% +27.60% +22.09% +28.55%
2018 −11.63% −10.74% −9.37% −6.22%
2017 +14.47% +16.02% +21.31% +19.29%
2016 +13.72% +11.56% +0.67% +9.70%
2015 −3.05% −3.19% +1.30% +0.65%
2014 +9.55% +12.33% +4.91% +12.82%
2013 +31.48% +32.82% +36.51% +30.42%
2012 +17.85% +15.24% +15.13% +14.01%
2011 −1.05% +4.06% −2.33% −6.13%
2010 +13.07% +22.24%
2009 +19.75% +21.91%
2008 −50.91% −33.11%
2007 −1.83% +14.06%
2006 +12.80% +2.54%
2005 +0.61% +14.34%
2004 +7.16% +12.19%
2003 +16.84% +20.86%
2002 −19.71% −40.71%
2001 −10.52% −14.89%
2000 −4.28% −8.26%
1999 +8.32% +15.48%
1998 +27.16% +13.96%
1997 +28.91% +9.98%
1996 +17.32%
1995 +33.59%
1994 +0.79%
1993 +17.92%
1992 +11.00%
1991 +38.46%
1990 −11.37%
1989 +18.78%
1988 +17.73%
1987 −5.99%
1986 −1.27%

Drawdowns

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