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