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 +20.04% over the past year and +13.25% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMAX is up +297.64% in real purchasing-power return, or +9.77%/yr, and is currently −0.67% below its real total-return high on Jun. 30, 2026.
Data ending Mon Jul. 6, 2026
| Wed 2011-09-14💬 to Mon 2026-07-06 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FSMAX × |
+13.25%
2026-07-06 |
+20.04%
2026-07-06 |
||||
| Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14💬 to Mon 2026-07-06 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FSMAX × |
+297.64%
+9.77%/yr |
+7.60%/yr
(R2=0.844) |
||||
| Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14💬 to Mon 2026-07-06 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FSMAX × |
$10,000.00
2011-09-14 |
$39,763.82
2026-07-06 |
||||
| Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund | ||||||
| Year | FSMAX |
|---|---|
| 2026 (YTD) | +13.25% |
| 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% |
| Wed 2011-09-14💬 to Mon 2026-07-06 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FSMAX × |
−0.67%
from 2026-06-30 peak |
−41.65%
2020-03-18 from 2020-02-20 peak |
||||
| Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund | ||||||
| Period ending Mon 2026-07-06 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FSMAX × | +20.04% |
+39.15% +17.96%/yr |
+57.59% +16.37%/yr |
+11.79% +2.25%/yr |
+134.40% +8.89%/yr |
|
| Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund | ||||||