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 +21.84% over the past year and +16.64% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMAX is up +309.57% in real purchasing-power return, or +9.91%/yr, and is currently at its real total-return high.
Data ending Fri Aug. 14, 2026
| Wed 2011-09-14💬 to Fri 2026-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FSMAX × |
+309.57%
+9.91%/yr |
+7.62%/yr
R2=0.848 |
||||
| Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14💬 to Fri 2026-08-14 |
Start
Value |
End
Value |
|---|---|---|
| FSMAX × |
$10,000.00
2011-09-14 |
$40,956.52
2026-08-14 |
| YTD | YoY | |
|---|---|---|
| FSMAX × | +16.64% | +21.84% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FSMAX × |
—
on 2026-08-14 |
−41.65%
on 2020-03-18 from 2020-02-20 peak |
| Period ending Fri 2026-08-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FSMAX × | +21.84% |
+41.73% +19.05%/yr |
+57.57% +16.37%/yr |
+16.22% +3.05%/yr |
+127.50% +8.57%/yr |
| Year | FSMAX |
|---|---|
| 2026 (YTD) | +16.64% |
| 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% |