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 +9.89% over the past year and +9.81% YTD, with dividends reinvested. Since Sep. 14, 2011, FSRNX is up +92.26% in real purchasing-power return, or +4.48%/yr, and is currently −15.51% below its real total-return high on Dec. 31, 2021.
Data ending Thu Aug. 13, 2026
| Wed 2011-09-14💬 to Thu 2026-08-13 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FSRNX × |
+92.26%
+4.48%/yr |
+2.67%/yr
R2=0.447 |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| Wed 2011-09-14💬 to Thu 2026-08-13 |
Start
Value |
End
Value |
|---|---|---|
| FSRNX × |
$10,000.00
2011-09-14 |
$19,226.02
2026-08-13 |
| YTD | YoY | |
|---|---|---|
| FSRNX × | +9.81% | +9.89% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FSRNX × |
−15.51%
on 2026-08-13 from 2021-12-31 peak |
−44.23%
on 2020-03-23 from 2020-02-18 peak |
| Period ending Thu 2026-08-13 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FSRNX × | +9.89% |
+9.40% +4.60%/yr |
+21.51% +6.71%/yr |
−8.65% −1.79%/yr |
+5.03% +0.49%/yr |
| Year | FSRNX |
|---|---|
| 2026 (YTD) | +9.81% |
| 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% |