All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2011-09-14? to Tue 2025-08-05 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+5.60%
2025-08-05 |
4.236 TRR
2025-08-05 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
+4.87%
2025-08-05 |
4.525 TRR
2025-08-05 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Tue 2025-08-05 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+382.73%
+12.00%/yr |
+10.58%/yr
(R2=0.958) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
+352.50%
+11.48%/yr |
+10.07%/yr
(R2=0.946) |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Tue 2025-08-05 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-09-14 |
$48,273.43
2025-08-05 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
$10,000.00
2011-09-14 |
$45,249.54
2025-08-05 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Year | FXAIX | FSKAX |
---|---|---|
2025 (YTD) | +5.60% | +4.87% |
2024 | +21.51% | +20.42% |
2023 | +22.20% | +22.03% |
2022 | −23.11% | −24.42% |
2021 | +20.24% | +17.41% |
2020 | +16.83% | +19.17% |
2019 | +28.55% | +27.99% |
2018 | −6.22% | −7.08% |
2017 | +19.29% | +18.69% |
2016 | +9.70% | +10.38% |
2015 | +0.65% | −0.29% |
2014 | +12.82% | +11.66% |
2013 | +30.42% | +31.46% |
2012 | +14.01% | +14.41% |
2011 | −6.11% | +6.43% |
Wed 2011-09-14? to Tue 2025-08-05 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −1.46% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × | −1.49% |
−34.96%
2020-03-23 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||