All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2018-09-26? to Tue 2025-05-13 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−1.20%
2025-05-13 |
3.984 TRR
2025-05-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FNILX × |
−1.13%
2025-05-13 |
1.783 TRR
2025-05-13 |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||
Wed 2018-09-26? to Tue 2025-05-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+76.33%
+8.93%/yr |
+9.13%/yr
(R2=0.740) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FNILX × |
+78.31%
+9.12%/yr |
+9.07%/yr
(R2=0.716) |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||
Wed 2018-09-26? to Tue 2025-05-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2018-09-26 |
$17,632.51
2025-05-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FNILX × |
$10,000.00
2018-09-26 |
$17,830.51
2025-05-13 |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||
Year | FXAIX | FNILX |
---|---|---|
2025 (YTD) | −1.20% | −1.13% |
2024 | +21.51% | +21.95% |
2023 | +22.20% | +23.32% |
2022 | −23.11% | −24.25% |
2021 | +20.25% | +18.30% |
2020 | +16.82% | +19.53% |
2019 | +28.40% | +28.88% |
2018 | −6.80% | −13.14% |
2017 | +19.08% | — |
2016 | +9.16% | — |
2015 | +0.37% | — |
2014 | +13.44% | — |
2013 | +30.41% | — |
2012 | +15.98% | — |
2011 | −6.13% | — |
Wed 2018-09-26? to Tue 2025-05-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −4.68% |
−33.76%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FNILX × | −4.71% |
−33.71%
2020-03-23 |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||