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 +14.74% over the past year and +12.09% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMDX is up +302.94% in real purchasing-power return, or +9.64%/yr, and is currently −3.64% below its real total-return high on Aug. 14, 2026.

Data ending Wed Nov. 4, 2026

Growth of $10,000

Wed 2011-09-14💬 to Wed 2026-11-04 Overall
Return
Exponential
Trendline
FSMDX
×
+302.94%
+9.64%/yr
+8.05%/yr
R2=0.912
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund

Growth of $10,000 Summary

Wed 2011-09-14💬 to Wed 2026-11-04 Start
Value
End
Value
FSMDX
×
$10,000.00
2011-09-14
$40,293.83
2026-11-04

This Year’s Performance

through 2026-11-04

  YTD YoY
FSMDX
×
+12.09% +14.74%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FSMDX
×
−3.64%
on 2026-11-04
from 2026-08-14 peak
−40.31%
on 2020-03-23
from 2020-02-20 peak

Rolling Returns

Period ending Wed 2026-11-04 1 yr 2 yr 3 yr 5 yr 10 yr
FSMDX
×
+14.74% +22.02%
+10.46%/yr
+53.68%
+15.40%/yr
+17.16%
+3.22%/yr
+127.00%
+8.54%/yr

Annual Returns

Year FSMDX
2026 (YTD) +12.09%
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%