All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2011-09-14? to Wed 2025-05-28 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−0.47%
2025-05-28 |
3.931 TRR
2025-05-28 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
−1.04%
2025-05-28 |
4.27 TRR
2025-05-28 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Wed 2025-05-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+348.03%
+11.57%/yr |
+10.42%/yr
(R2=0.955) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
+326.98%
+11.17%/yr |
+10.07%/yr
(R2=0.943) |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Wed 2025-05-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-09-14 |
$44,803.15
2025-05-28 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
$10,000.00
2011-09-14 |
$42,697.87
2025-05-28 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Year | FXAIX | FSKAX |
---|---|---|
2025 (YTD) | −0.47% | −1.04% |
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% | +27.99% |
2018 | −6.80% | −7.08% |
2017 | +19.08% | +18.70% |
2016 | +9.15% | +10.39% |
2015 | +0.38% | −0.31% |
2014 | +13.45% | +11.66% |
2013 | +30.43% | +31.47% |
2012 | +14.03% | +14.41% |
2011 | −6.14% | +6.42% |
Wed 2011-09-14? to Wed 2025-05-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −4.35% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × | −4.93% |
−34.97%
2020-03-23 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||