All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2011-09-14? to Wed 2025-09-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+8.09%
2025-09-03 |
4.335 TRR
2025-09-03 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
+7.49%
2025-09-03 |
4.638 TRR
2025-09-03 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Wed 2025-09-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+394.14%
+12.11%/yr |
+10.59%/yr
(R2=0.959) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
+363.83%
+11.61%/yr |
+10.08%/yr
(R2=0.946) |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Wed 2011-09-14? to Wed 2025-09-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-09-14 |
$49,414.23
2025-09-03 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × |
$10,000.00
2011-09-14 |
$46,383.09
2025-09-03 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||
Year | FXAIX | FSKAX |
---|---|---|
2025 (YTD) | +8.09% | +7.49% |
2024 | +21.51% | +20.42% |
2023 | +22.20% | +22.04% |
2022 | −23.11% | −24.42% |
2021 | +20.24% | +17.40% |
2020 | +16.83% | +19.17% |
2019 | +28.55% | +27.99% |
2018 | −6.22% | −7.09% |
2017 | +19.30% | +18.71% |
2016 | +9.70% | +10.38% |
2015 | +0.64% | −0.29% |
2014 | +12.83% | +11.64% |
2013 | +30.42% | +31.48% |
2012 | +14.04% | +14.42% |
2011 | −6.14% | +6.42% |
Wed 2011-09-14? to Wed 2025-09-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −0.84% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FSKAX × | −0.91% |
−34.96%
2020-03-23 |
||||
Fidelity Total Market Index Fund Mutual Fund | ||||||