All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2011-05-10? to Wed 2025-10-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+12.28%
2025-10-01 |
4.504 TRR
2025-10-01 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Wed 2025-10-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+350.40%
+11.02%/yr |
+10.68%/yr
(R2=0.962) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Wed 2025-10-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-05-10 |
$45,040.46
2025-10-01 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Year | FXAIX |
---|---|
2025 (YTD) | +12.28% |
2024 | +21.51% |
2023 | +22.20% |
2022 | −23.11% |
2021 | +20.24% |
2020 | +16.82% |
2019 | +28.55% |
2018 | −6.21% |
2017 | +19.29% |
2016 | +9.71% |
2015 | +0.64% |
2014 | +12.82% |
2013 | +30.42% |
2012 | +14.04% |
2011 | −6.13% |
Tue 2011-05-10? to Wed 2025-10-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | 0.00% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||