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 +11.05% over the past year and +10.28% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMDX is up +296.45% in real purchasing-power return, or +9.56%/yr, and is currently −5.19% below its real total-return high on Aug. 14, 2026.
Data ending Thu Oct. 15, 2026
| Wed 2011-09-14💬 to Thu 2026-10-15 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FSMDX × |
+296.45%
+9.56%/yr |
+8.05%/yr
R2=0.911 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14💬 to Thu 2026-10-15 |
Start
Value |
End
Value |
|---|---|---|
| FSMDX × |
$10,000.00
2011-09-14 |
$39,644.73
2026-10-15 |
| YTD | YoY | |
|---|---|---|
| FSMDX × | +10.28% | +11.05% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FSMDX × |
−5.19%
on 2026-10-15 from 2026-08-14 peak |
−40.31%
on 2020-03-23 from 2020-02-20 peak |
| Period ending Thu 2026-10-15 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FSMDX × | +11.05% |
+18.05% +8.65%/yr |
+52.58% +15.12%/yr |
+18.36% +3.43%/yr |
+117.73% +8.09%/yr |
| Year | FSMDX |
|---|---|
| 2026 (YTD) | +10.28% |
| 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% |