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 +9.65% over the past year and +12.14% YTD, with dividends reinvested. Since Sep. 14, 2011, FSRNX is up +96.35% in real purchasing-power return, or +4.65%/yr, and is currently −13.71% below its real total-return high on Dec. 31, 2021.
Data ending Fri Jul. 24, 2026
| Wed 2011-09-14💬 to Fri 2026-07-24 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FSRNX × |
+96.35%
+4.65%/yr |
+2.67%/yr
R2=0.445 |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| Wed 2011-09-14💬 to Fri 2026-07-24 |
Start
Value |
End
Value |
|---|---|---|
| FSRNX × |
$10,000.00
2011-09-14 |
$19,634.59
2026-07-24 |
| YTD | YoY | |
|---|---|---|
| FSRNX × | +12.14% | +9.65% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FSRNX × |
−13.71%
on 2026-07-24 from 2021-12-31 peak |
−44.23%
on 2020-03-23 from 2020-02-18 peak |
| Period ending Fri 2026-07-24 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FSRNX × | +9.65% |
+15.28% +7.37%/yr |
+18.83% +5.92%/yr |
−6.14% −1.26%/yr |
+5.52% +0.54%/yr |
| Year | FSRNX |
|---|---|
| 2026 (YTD) | +12.14% |
| 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% |
