All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2011-05-10? to Thu 2025-03-13 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−6.99%
2025-03-13 |
3.688 TRR
2025-03-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Thu 2025-03-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+268.82%
+9.89%/yr |
+10.56%/yr
(R2=0.956) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Thu 2025-03-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-05-10 |
$36,881.60
2025-03-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Year | FXAIX |
---|---|
2025 (YTD) | −6.99% |
2024 | +21.51% |
2023 | +22.20% |
2022 | −23.11% |
2021 | +20.24% |
2020 | +16.83% |
2019 | +28.39% |
2018 | −6.79% |
2017 | +19.08% |
2016 | +9.15% |
2015 | +0.38% |
2014 | +13.43% |
2013 | +30.42% |
2012 | +14.05% |
2011 | −6.14% |
Tue 2011-05-10? to Thu 2025-03-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −10.26% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||