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

Total Real Returns

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

FSMDX real return snapshot: after CPI-U inflation, FSMDX returned +19.35% over the past year and +16.35% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMDX is up +318.26% in real purchasing-power return, or +10.07%/yr, and is currently at its real total-return high.

Data ending Fri Aug. 14, 2026

Growth of $10,000

Wed 2011-09-14💬 to Fri 2026-08-14 Overall
Return
Exponential
Trendline
FSMDX
×
+318.26%
+10.07%/yr
+8.04%/yr
R2=0.908
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund

Growth of $10,000 Summary

Wed 2011-09-14💬 to Fri 2026-08-14 Start
Value
End
Value
FSMDX
×
$10,000.00
2011-09-14
$41,825.51
2026-08-14

This Year’s Performance

through 2026-08-14

  YTD YoY
FSMDX
×
+16.35% +19.35%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FSMDX
×

on 2026-08-14
−40.31%
on 2020-03-23
from 2020-02-20 peak

Rolling Returns

Period ending Fri 2026-08-14 1 yr 2 yr 3 yr 5 yr 10 yr
FSMDX
×
+19.35% +34.40%
+15.93%/yr
+49.56%
+14.36%/yr
+25.36%
+4.62%/yr
+122.88%
+8.34%/yr

Annual Returns

Year FSMDX
2026 (YTD) +16.35%
2025 +7.70%
2024 +12.16%
2023 +13.40%
2022 −22.30%
2021 +14.50%
2020 +15.55%
2019 +27.61%
2018 −10.77%
2017 +16.04%
2016 +11.54%
2015 −3.20%
2014 +12.32%
2013 +32.82%
2012 +15.24%
2011 +4.07%