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 +11.72% over the past year and +8.96% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +403.13% in real purchasing-power return, or +11.07%/yr, and is currently −1.99% below its real total-return high on Aug. 13, 2026.

Data ending Thu Oct. 1, 2026

Growth of $10,000

Tue 2011-05-10💬 to Thu 2026-10-01 Overall
Return 		Exponential
Trendline
FXAIX × 		+403.13%
+11.07%/yr 		+10.84%/yr
R2=0.968
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000 Summary

Tue 2011-05-10💬 to Thu 2026-10-01 Start
Value 		End
Value
FXAIX × 		$10,000.00
2011-05-10 		$50,312.88
2026-10-01

This Year’s Performance

through 2026-10-01

  YTD YoY
FXAIX × 		+8.96% +11.72%

Drawdowns

  Current
Drawdown 		Worst
Drawdown
FXAIX × 		−1.99%
on 2026-10-01
from 2026-08-13 peak 		−33.75%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Thu 2026-10-01 1 yr 2 yr 3 yr 5 yr 10 yr
FXAIX × 		+11.72% +29.55%
+13.82%/yr 		+70.80%
+19.53%/yr 		+54.71%
+9.12%/yr 		+200.40%
+11.63%/yr

Annual Returns

Year FXAIX
2026 (YTD) +8.96%
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%