All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2011-09-14? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+4.47%
2025-07-15 |
4.143 TRR
2025-07-15 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
+4.01%
2025-07-15 |
4.488 TRR
2025-07-15 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+372.16%
+11.87%/yr |
+10.42%/yr
(R2=0.956) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
+348.81%
+11.46%/yr |
+10.07%/yr
(R2=0.945) |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-09-14 |
$47,215.93
2025-07-15 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
$10,000.00
2011-09-14 |
$44,880.92
2025-07-15 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Year | FXAIX | FSKAX |
---|---|---|
2025 (YTD) | +4.47% | +4.01% |
2024 | +21.51% | +20.42% |
2023 | +22.20% | +22.03% |
2022 | −23.11% | −24.41% |
2021 | +20.25% | +17.40% |
2020 | +16.83% | +19.17% |
2019 | +28.40% | +28.00% |
2018 | −6.79% | −7.09% |
2017 | +19.08% | +18.69% |
2016 | +9.16% | +10.40% |
2015 | +0.37% | −0.29% |
2014 | +13.44% | +11.64% |
2013 | +30.42% | +31.46% |
2012 | +14.02% | +14.41% |
2011 | −6.13% | +6.44% |
Wed 2011-09-14? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −0.92% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × | −0.76% |
−34.97%
2020-03-23 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||