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