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 +12.92% over the past year and +10.60% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMDX is up +297.59% in real purchasing-power return, or +9.73%/yr, and is currently −1.34% below its real total-return high on Jul. 6, 2026.
Data ending Fri Jul. 24, 2026
| Wed 2011-09-14💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FSMDX × |
+297.59%
+9.73%/yr |
+8.04%/yr
R2=0.907 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| FSMDX × |
$10,000.00
2011-09-14 |
$39,759.21
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| FSMDX × | +10.60% | +12.92% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FSMDX × |
−1.34%
on 2026-07-24 from 2026-07-06 peak |
−40.31%
on 2020-03-23 from 2020-02-20 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FSMDX × | +12.92% |
+28.00% +13.14%/yr |
+38.47% +11.46%/yr |
+20.93% +3.87%/yr |
+112.85% +7.85%/yr |
| Year | FSMDX |
|---|---|
| 2026 (YTD) | +10.60% |
| 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% |