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 +17.93% over the past year and +9.39% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +405.14% in real purchasing-power return, or +11.18%/yr, and is currently −1.62% below its real total-return high on Aug. 13, 2026.

Data ending Fri Aug. 21, 2026

Growth of $10,000

Tue 2011-05-10💬 to Fri 2026-08-21 Overall
Return
Exponential
Trendline
FXAIX
×
+405.14%
+11.18%/yr
+10.82%/yr
R2=0.968
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000 Summary

Tue 2011-05-10💬 to Fri 2026-08-21 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$50,513.84
2026-08-21

This Year’s Performance

through 2026-08-21

  YTD YoY
FXAIX
×
+9.39% +17.93%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FXAIX
×
−1.62%
on 2026-08-21
from 2026-08-13 peak
−33.75%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Fri 2026-08-21 1 yr 2 yr 3 yr 5 yr 10 yr
FXAIX
×
+17.93% +32.04%
+14.91%/yr
+66.80%
+18.59%/yr
+52.03%
+8.74%/yr
+199.25%
+11.58%/yr

Annual Returns

Year FXAIX
2026 (YTD) +9.39%
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%