All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FXAIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FXAIX real return snapshot: after CPI-U inflation, FXAIX returned +11.99% over the past year and +9.74% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +406.75% in real purchasing-power return, or +11.08%/yr, and is currently −1.28% below its real total-return high on Aug. 13, 2026.

Data ending Wed Oct. 21, 2026

Growth of $10,000

Tue 2011-05-10💬 to Wed 2026-10-21 Overall
Return 		Exponential
Trendline
FXAIX × 		+406.75%
+11.08%/yr 		+10.85%/yr
R2=0.969
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000 Summary

Tue 2011-05-10💬 to Wed 2026-10-21 Start
Value 		End
Value
FXAIX × 		$10,000.00
2011-05-10 		$50,674.98
2026-10-21

This Year’s Performance

through 2026-10-21

  YTD YoY
FXAIX × 		+9.74% +11.99%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FXAIX × 		−1.28%
on 2026-10-21
from 2026-08-13 peak 		−33.75%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Wed 2026-10-21 1 yr 2 yr 3 yr 5 yr 10 yr
FXAIX × 		+11.99% +27.25%
+12.80%/yr 		+74.46%
+20.38%/yr 		+49.92%
+8.44%/yr 		+206.35%
+11.85%/yr

Annual Returns

Year FXAIX
2026 (YTD) +9.74%
2025 +15.12%
2024 +21.51%
2023 +22.20%
2022 −23.11%
2021 +20.24%
2020 +16.83%
2019 +28.55%
2018 −6.22%
2017 +19.30%
2016 +9.70%
2015 +0.64%
2014 +12.82%
2013 +30.43%
2012 +14.03%
2011 −6.13%