All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FSRNX real return snapshot: after CPI-U inflation, FSRNX returned +5.60% over the past year and +6.42% YTD, with dividends reinvested. Since Sep. 14, 2011, FSRNX is up +86.33% in real purchasing-power return, or +4.25%/yr, and is currently −18.12% below its real total-return high on Dec. 31, 2021.
Data ending Wed Sep. 2, 2026
| Wed 2011-09-14💬 to Wed 2026-09-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FSRNX × |
+86.33%
+4.25%/yr |
+2.66%/yr
R2=0.449 |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| Wed 2011-09-14💬 to Wed 2026-09-02 |
Start
Value |
End
Value |
|---|---|---|
| FSRNX × |
$10,000.00
2011-09-14 |
$18,633.00
2026-09-02 |
| YTD | YoY | |
|---|---|---|
| FSRNX × | +6.42% | +5.60% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FSRNX × |
−18.12%
on 2026-09-02 from 2021-12-31 peak |
−44.23%
on 2020-03-23 from 2020-02-18 peak |
| Period ending Wed 2026-09-02 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FSRNX × | +5.60% |
+1.71% +0.85%/yr |
+19.39% +6.08%/yr |
−14.57% −3.10%/yr |
+2.41% +0.24%/yr |
| Year | FSRNX |
|---|---|
| 2026 (YTD) | +6.42% |
| 2025 | +0.35% |
| 2024 | +2.05% |
| 2023 | +8.31% |
| 2022 | −30.63% |
| 2021 | +31.41% |
| 2020 | −12.50% |
| 2019 | +20.29% |
| 2018 | −6.01% |
| 2017 | +1.61% |
| 2016 | +4.40% |
| 2015 | +3.62% |
| 2014 | +30.62% |
| 2013 | −0.11% |
| 2012 | +15.13% |
| 2011 | +6.00% |