All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FSMAX real return snapshot: after CPI-U inflation, FSMAX returned +15.53% over the past year and +9.76% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMAX is up +285.41% in real purchasing-power return, or +9.51%/yr, and is currently −4.38% below its real total-return high on Jun. 30, 2026.
Data ending Fri Jul. 24, 2026
| Wed 2011-09-14💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FSMAX × |
+285.41%
+9.51%/yr |
+7.61%/yr
R2=0.846 |
||||
| Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| FSMAX × |
$10,000.00
2011-09-14 |
$38,540.93
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| FSMAX × | +9.76% | +15.53% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FSMAX × |
−4.38%
on 2026-07-24 from 2026-06-30 peak |
−41.65%
on 2020-03-18 from 2020-02-20 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FSMAX × | +15.53% |
+30.24% +14.12%/yr |
+44.21% +12.98%/yr |
+9.44% +1.82%/yr |
+116.16% +8.01%/yr |
| Year | FSMAX |
|---|---|
| 2026 (YTD) | +9.76% |
| 2025 | +8.50% |
| 2024 | +13.71% |
| 2023 | +21.30% |
| 2022 | −30.91% |
| 2021 | +5.03% |
| 2020 | +30.50% |
| 2019 | +25.15% |
| 2018 | −11.13% |
| 2017 | +15.82% |
| 2016 | +13.75% |
| 2015 | −4.03% |
| 2014 | +7.00% |
| 2013 | +36.30% |
| 2012 | +16.21% |
| 2011 | +3.96% |
