All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2011-09-14? to Thu 2025-03-13 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−6.99%
2025-03-13 |
3.688 TRR
2025-03-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
−7.57%
2025-03-13 |
3.892 TRR
2025-03-13 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Thu 2025-03-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+320.36%
+11.23%/yr |
+10.47%/yr
(R2=0.954) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
+289.22%
+10.59%/yr |
+9.84%/yr
(R2=0.940) |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Thu 2025-03-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-09-14 |
$42,036.31
2025-03-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
$10,000.00
2011-09-14 |
$38,921.57
2025-03-13 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Year | FXAIX | FSKAX |
---|---|---|
2025 (YTD) | −6.99% | −7.57% |
2024 | +21.51% | +20.42% |
2023 | +22.20% | +22.03% |
2022 | −23.11% | −24.42% |
2021 | +20.24% | +17.40% |
2020 | +16.83% | +19.17% |
2019 | +28.39% | +27.80% |
2018 | −6.79% | −7.51% |
2017 | +19.08% | +17.87% |
2016 | +9.15% | +9.71% |
2015 | +0.38% | −0.82% |
2014 | +13.43% | +11.65% |
2013 | +30.42% | +31.46% |
2012 | +14.05% | +14.42% |
2011 | −6.14% | +6.42% |
Wed 2011-09-14? to Thu 2025-03-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −10.26% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × | −11.20% |
−34.96%
2020-03-23 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||