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 +4.61% over the past year and +5.27% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMAX is up +269.61% in real purchasing-power return, or +9.05%/yr, and is currently −9.74% below its real total-return high on Aug. 14, 2026.

Data ending Wed Oct. 14, 2026

Growth of $10,000

Wed 2011-09-14💬 to Wed 2026-10-14 Overall
Return 		Exponential
Trendline
FSMAX × 		+269.61%
+9.05%/yr 		+7.64%/yr
R2=0.852
Fidelity Extended Market Index Fund Institutional Premium Class Mutual Fund

Growth of $10,000 Summary

Wed 2011-09-14💬 to Wed 2026-10-14 Start
Value 		End
Value
FSMAX × 		$10,000.00
2011-09-14 		$36,961.48
2026-10-14

This Year’s Performance

through 2026-10-14

  YTD YoY
FSMAX × 		+5.27% +4.61%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FSMAX × 		−9.74%
on 2026-10-14
from 2026-08-14 peak 		−41.65%
on 2020-03-18
from 2020-02-20 peak

Rolling Returns

Period ending Wed 2026-10-14 1 yr 2 yr 3 yr 5 yr 10 yr
FSMAX × 		+4.61% +17.09%
+8.21%/yr 		+53.84%
+15.44%/yr 		+4.02%
+0.79%/yr 		+109.02%
+7.65%/yr

Annual Returns

Year FSMAX
2026 (YTD) +5.27%
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%