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 +15.30% over the past year and +6.54% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +391.98% in real purchasing-power return, or +11.03%/yr, and is currently −1.39% below its real total-return high on Jun. 2, 2026.
Data ending Fri Jul. 31, 2026
| Tue 2011-05-10💬 to Fri 2026-07-31 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+391.98%
+11.03%/yr |
+10.81%/yr
R2=0.967 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10💬 to Fri 2026-07-31 |
Start
Value |
End
Value |
|---|---|---|
| FXAIX × |
$10,000.00
2011-05-10 |
$49,197.88
2026-07-31 |
| YTD | YoY | |
|---|---|---|
| FXAIX × | +6.54% | +15.30% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FXAIX × |
−1.39%
on 2026-07-31 from 2026-06-02 peak |
−33.75%
on 2020-03-23 from 2020-02-19 peak |
| Period ending Fri 2026-07-31 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FXAIX × | +15.30% |
+30.96% +14.44%/yr |
+55.48% +15.85%/yr |
+49.55% +8.38%/yr |
+193.26% +11.36%/yr |
| Year | FXAIX |
|---|---|
| 2026 (YTD) | +6.54% |
| 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% |
