All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
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
| 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 | ||||||
| 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 |
| YTD | YoY | |
|---|---|---|
| FSMDX × | +16.35% | +19.35% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FSMDX × |
—
on 2026-08-14 |
−40.31%
on 2020-03-23 from 2020-02-20 peak |
| 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 |
| 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% |