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 +6.27% over the past year and +6.80% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMAX is up +275.00% in real purchasing-power return, or +9.12%/yr, and is currently −8.42% below its real total-return high on Aug. 14, 2026.

Data ending Tue Nov. 3, 2026

Growth of $10,000

Wed 2011-09-14💬 to Tue 2026-11-03 Overall
Return
Exponential
Trendline
FSMAX
×
+275.00%
+9.12%/yr
+7.63%/yr
R2=0.853
Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund

Growth of $10,000 Summary

Wed 2011-09-14💬 to Tue 2026-11-03 Start
Value
End
Value
FSMAX
×
$10,000.00
2011-09-14
$37,500.00
2026-11-03

This Year’s Performance

through 2026-11-03

  YTD YoY
FSMAX
×
+6.80% +6.27%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FSMAX
×
−8.42%
on 2026-11-03
from 2026-08-14 peak
−41.65%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Tue 2026-11-03 1 yr 2 yr 3 yr 5 yr 10 yr
FSMAX
×
+6.27% +20.17%
+9.62%/yr
+53.78%
+15.43%/yr
+1.73%
+0.34%/yr
+120.14%
+8.21%/yr

Annual Returns

Year FSMAX
2026 (YTD) +6.80%
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%