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

Total Real Returns

FLCSX,SCHD,SPOK: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20? to Fri 2024-09-27 YTD
Return
TRR
Price
FLCSX
×
+19.17%
2024-09-27
5.34 TRR
2024-09-27
Fidelity Large Cap Stock Fund Mutual Fund
SCHD
×
+10.96%
2024-09-27
3.625 TRR
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
+0.33%
2024-09-27
18.47 TRR
2024-09-27
Spok Holdings Inc NASDAQ Common Stock

Returns

Thu 2011-10-20? to Fri 2024-09-27 Overall
Return
Exponential
Trendline
FLCSX
×
+329.27%
+11.92%/yr
+9.42%/yr
(R2=0.927)
Fidelity Large Cap Stock Fund Mutual Fund
SCHD
×
+262.49%
+10.47%/yr
+9.80%/yr
(R2=0.948)
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
+54.14%
+3.40%/yr
−0.41%/yr
(R2=0.004)
Spok Holdings Inc NASDAQ Common Stock

Growth of $10,000

Thu 2011-10-20? to Fri 2024-09-27 Start
Value
End
Value
FLCSX
×
$10,000.00
2011-10-20
$42,926.63
2024-09-27
Fidelity Large Cap Stock Fund Mutual Fund
SCHD
×
$10,000.00
2011-10-20
$36,249.46
2024-09-27
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
$10,000.00
2011-10-20
$15,414.34
2024-09-27
Spok Holdings Inc NASDAQ Common Stock

Annual Returns

Year FLCSX SCHD SPOK
2024 (YTD) +19.17% +10.96% +0.33%
2023 +19.53% +1.16% +101.23%
2022 −13.60% −9.13% −3.37%
2021 +17.52% +21.33% −17.68%
2020 +7.60% +13.49% −5.51%
2019 +28.64% +24.44% −6.38%
2018 −10.93% −7.32% −13.96%
2017 +15.71% +18.34% −23.95%
2016 +14.33% +14.07% +15.63%
2015 −2.69% −1.00% +8.60%
2014 +9.32% +10.84% +24.52%
2013 +37.32% +30.92% +24.88%
2012 +18.60% +9.48% −12.17%
2011 −4.43% +5.72% −18.93%
2010 +16.68% +81.18%
2009 +46.49% +11.65%
2008 −47.48% −7.56%
2007 +8.63% −26.28%
2006 +10.22% −3.82%
2005 +3.89% −19.75%
2004 +3.01% +72.66%
2003 +22.86% +847.84%
2002 −24.82% −18.49%
2001 −19.04%
2000 −17.21%
1999 +23.96%
1998 +16.15%
1997 +13.71%
1996 +10.06%
1995 +6.55%

Drawdowns

Thu 2011-10-20? to Fri 2024-09-27 Current
Drawdown
Worst
Drawdown
FLCSX
×
0.00% −37.29%
2020-03-23
Fidelity Large Cap Stock Fund Mutual Fund
SCHD
×
−0.07% −33.52%
2020-03-23
Schwab U.S. Dividend Equity ETF Exchange-Traded Fund
SPOK
×
−13.22% −69.81%
2022-07-01
Spok Holdings Inc NASDAQ Common Stock