All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FXAIX real return snapshot: after CPI-U inflation, FXAIX returned +20.40% over the past year and +5.21% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +385.81% in real purchasing-power return, or +11.03%/yr, and is currently −2.58% below its real total-return high on Jun. 2, 2026.
Data ending Wed Jun. 17, 2026
| Tue 2011-05-10💬 to Wed 2026-06-17 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+5.21%
2026-06-17 |
+20.40%
2026-06-17 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10💬 to Wed 2026-06-17 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+385.81%
+11.03%/yr |
+10.79%/yr
(R2=0.966) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10💬 to Wed 2026-06-17 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2011-05-10 |
$48,580.85
2026-06-17 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Year | FXAIX |
|---|---|
| 2026 (YTD) | +5.21% |
| 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% |
| Tue 2011-05-10💬 to Wed 2026-06-17 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
−2.58%
from 2026-06-02 peak |
−33.75%
2020-03-23 from 2020-02-19 peak |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Period ending Wed 2026-06-17 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FXAIX × | +20.40% |
+30.46% +14.22%/yr |
+59.43% +16.82%/yr |
+52.62% +8.82%/yr |
+204.46% +11.78%/yr |
|
| Fidelity 500 Index Fund Mutual Fund | ||||||
