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 +11.48% over the past year and +10.98% YTD, with dividends reinvested. Since Sep. 14, 2011, FSMDX is up +298.97% in real purchasing-power return, or +9.62%/yr, and is currently −4.59% below its real total-return high on Aug. 14, 2026.

Data ending Fri Oct. 9, 2026

Growth of $10,000

Wed 2011-09-14💬 to Fri 2026-10-09 Overall
Return
Exponential
Trendline
FSMDX
×
+298.97%
+9.62%/yr
+8.05%/yr
R2=0.911
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund

Growth of $10,000 Summary

Wed 2011-09-14💬 to Fri 2026-10-09 Start
Value
End
Value
FSMDX
×
$10,000.00
2011-09-14
$39,897.09
2026-10-09

This Year’s Performance

through 2026-10-09

  YTD YoY
FSMDX
×
+10.98% +11.48%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FSMDX
×
−4.59%
on 2026-10-09
from 2026-08-14 peak
−40.31%
on 2020-03-23
from 2020-02-20 peak

Rolling Returns

Period ending Fri 2026-10-09 1 yr 2 yr 3 yr 5 yr 10 yr
FSMDX
×
+11.48% +20.34%
+9.70%/yr
+52.30%
+15.05%/yr
+21.68%
+4.00%/yr
+116.20%
+8.02%/yr

Annual Returns

Year FSMDX
2026 (YTD) +10.98%
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%