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

Total Real Returns

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

Thu 2016-09-15? to Fri 2026-05-01 YTD
Return
TRR
Price
FXAIX
×
+3.75%
2026-05-01
4.791 TRR
2026-05-01
Fidelity 500 Index Fund Mutual Fund
FDVV
×
+2.86%
2026-05-01
2.405 TRR
2026-05-01
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX
×
+6.21%
2026-05-01
1.873 TRR
2026-05-01
Fidelity Real Estate Index Fund Institutional Class Mutual Fund

Returns

Thu 2016-09-15? to Fri 2026-05-01 Overall
Return
Exponential
Trendline
FXAIX
×
+188.64%
+11.64%/yr
+10.03%/yr
(R2=0.902)
Fidelity 500 Index Fund Mutual Fund
FDVV
×
+140.45%
+9.55%/yr
+8.61%/yr
(R2=0.896)
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX
×
+8.03%
+0.81%/yr
−0.09%/yr
(R2=0.001)
Fidelity Real Estate Index Fund Institutional Class Mutual Fund

Growth of $10,000

Thu 2016-09-15? to Fri 2026-05-01 Start
Value
End
Value
FXAIX
×
$10,000.00
2016-09-15
$28,864.28
2026-05-01
Fidelity 500 Index Fund Mutual Fund
FDVV
×
$10,000.00
2016-09-15
$24,045.43
2026-05-01
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX
×
$10,000.00
2016-09-15
$10,803.17
2026-05-01
Fidelity Real Estate Index Fund Institutional Class Mutual Fund

Annual Returns

Year FXAIX FDVV FSRNX
2026 (YTD) +3.75% +2.86% +6.21%
2025 +15.12% +14.04% +0.35%
2024 +21.51% +18.39% +2.05%
2023 +22.20% +14.18% +8.31%
2022 −23.11% −10.03% −30.63%
2021 +20.24% +20.74% +31.41%
2020 +16.83% +1.42% −12.50%
2019 +28.55% +21.30% +20.29%
2018 −6.22% −3.11% −6.01%
2017 +19.30% +11.60% +1.61%
2016 +9.70% +4.93% +4.40%
2015 +0.64% +3.62%
2014 +12.82% +30.62%
2013 +30.43% −0.11%
2012 +14.03% +15.13%
2011 −6.13% +6.00%

Drawdowns

Thu 2016-09-15? to Fri 2026-05-01 Current
Drawdown
Worst
Drawdown
FXAIX
×
0.00% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
FDVV
×
−2.11% −40.24%
2020-03-23
Fidelity High Dividend ETF Exchange-Traded Fund
FSRNX
×
−17.70% −44.23%
2020-03-23
Fidelity Real Estate Index Fund Institutional Class Mutual Fund