All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FXAIX,FDVV: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2016-09-15? to Fri 2025-09-05 YTD
Return
TRR
Price
FXAIX
×
+8.65%
2025-09-05
4.359 TRR
2025-09-05
Fidelity 500 Index Fund Mutual Fund
FDVV
×
+8.73%
2025-09-05
2.229 TRR
2025-09-05
Fidelity High Dividend ETF Exchange-Traded Fund

Returns

Thu 2016-09-15? to Fri 2025-09-05 Overall
Return
Exponential
Trendline
FXAIX
×
+162.57%
+11.36%/yr
+9.64%/yr
(R2=0.881)
Fidelity 500 Index Fund Mutual Fund
FDVV
×
+122.86%
+9.34%/yr
+8.13%/yr
(R2=0.875)
Fidelity High Dividend ETF Exchange-Traded Fund

Growth of $10,000

Thu 2016-09-15? to Fri 2025-09-05 Start
Value
End
Value
FXAIX
×
$10,000.00
2016-09-15
$26,256.98
2025-09-05
Fidelity 500 Index Fund Mutual Fund
FDVV
×
$10,000.00
2016-09-15
$22,286.41
2025-09-05
Fidelity High Dividend ETF Exchange-Traded Fund

Annual Returns

Year FXAIX FDVV
2025 (YTD) +8.65% +8.73%
2024 +21.51% +18.40%
2023 +22.20% +14.17%
2022 −23.11% −10.02%
2021 +20.25% +20.76%
2020 +16.82% +1.39%
2019 +28.55% +21.30%
2018 −6.21% −3.09%
2017 +19.30% +11.59%
2016 +9.70% +4.92%
2015 +0.64%
2014 +12.81%
2013 +30.43%
2012 +14.04%
2011 −6.12%

Drawdowns

Thu 2016-09-15? to Fri 2025-09-05 Current
Drawdown
Worst
Drawdown
FXAIX
×
−0.32% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
FDVV
×
−1.05% −40.25%
2020-03-23
Fidelity High Dividend ETF Exchange-Traded Fund