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

Total Real Returns

FSMAX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FSMAX real return snapshot: after CPI-U inflation, FSMAX returned +14.82% over the past year and +12.82% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMAX is up +296.13% in real purchasing-power return, or +9.63%/yr, and is currently −3.28% below its real total-return high on Aug. 14, 2026.

Data ending Fri Sep. 4, 2026

Growth of $10,000

Wed 2011-09-14💬 to Fri 2026-09-04 Overall
Return
Exponential
Trendline
FSMAX
×
+296.13%
+9.63%/yr
+7.63%/yr
R2=0.849
Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund

Growth of $10,000 Summary

Wed 2011-09-14💬 to Fri 2026-09-04 Start
Value
End
Value
FSMAX
×
$10,000.00
2011-09-14
$39,612.78
2026-09-04

This Year’s Performance

through 2026-09-04

  YTD YoY
FSMAX
×
+12.82% +14.82%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FSMAX
×
−3.28%
on 2026-09-04
from 2026-08-14 peak
−41.65%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Fri 2026-09-04 1 yr 2 yr 3 yr 5 yr 10 yr
FSMAX
×
+14.82% +34.12%
+15.81%/yr
+51.04%
+14.73%/yr
+9.65%
+1.86%/yr
+116.86%
+8.05%/yr

Annual Returns

Year FSMAX
2026 (YTD) +12.82%
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%