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 +25.18% over the past year and +8.20% YTD, with dividends reinvested. Since May 10, 2011, FXAIX is up +399.63% in real purchasing-power return, or +11.27%/yr, and is currently at its real total-return high.
| Tue 2011-05-10💬 to Mon 2026-06-01 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+8.20%
2026-06-01 |
+25.18%
2026-06-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10💬 to Mon 2026-06-01 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+399.63%
+11.27%/yr |
+10.78%/yr
(R2=0.966) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Tue 2011-05-10💬 to Mon 2026-06-01 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2011-05-10 |
$49,963.26
2026-06-01 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Year | FXAIX |
|---|---|
| 2026 (YTD) | +8.20% |
| 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% |
| Tue 2011-05-10💬 to Mon 2026-06-01 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | — |
−33.75%
2020-03-23 from 2020-02-19 peak |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Period ending Mon 2026-06-01 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FXAIX × | +25.18% |
+39.24% +17.99%/yr |
+71.14% +19.61%/yr |
+57.04% +9.45%/yr |
+208.74% +11.93%/yr |
|
| Fidelity 500 Index Fund Mutual Fund | ||||||
