FXAIX,FSKAX,SCHD: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2011-10-20💬 to Fri 2026-06-05	YTD Return	1 Year Return
FXAIX ×	+5.11% 2026-06-05	+21.09% 2026-06-05
Fidelity 500 Index Fund Mutual Fund
FSKAX ×	+5.44% 2026-06-05	+21.10% 2026-06-05
Fidelity Total Market Index Fund Mutual Fund
SCHD ×	+15.13% 2026-06-05	+23.07% 2026-06-05
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Returns

Thu 2011-10-20💬 to Fri 2026-06-05	Overall Return	Exponential Trendline
FXAIX ×	+439.71% +12.22%/yr	+10.66%/yr (R2=0.964)
Fidelity 500 Index Fund Mutual Fund
FSKAX ×	+409.74% +11.78%/yr	+10.12%/yr (R2=0.954)
Fidelity Total Market Index Fund Mutual Fund
SCHD ×	+316.07% +10.24%/yr	+9.22%/yr (R2=0.949)
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Growth of $10,000

Thu 2011-10-20💬 to Fri 2026-06-05	Start Value	End Value
FXAIX ×	$10,000.00 2011-10-20	$53,970.96 2026-06-05
Fidelity 500 Index Fund Mutual Fund
FSKAX ×	$10,000.00 2011-10-20	$50,974.18 2026-06-05
Fidelity Total Market Index Fund Mutual Fund
SCHD ×	$10,000.00 2011-10-20	$41,606.50 2026-06-05
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Annual Returns

Year	FXAIX	FSKAX	SCHD
2026 (YTD)	+5.11%	+5.44%	+15.13%
2025	+15.12%	+14.01%	+1.62%
2024	+21.51%	+20.42%	+8.53%
2023	+22.20%	+22.04%	+1.16%
2022	−23.11%	−24.42%	−9.13%
2021	+20.24%	+17.40%	+21.34%
2020	+16.83%	+19.17%	+13.48%
2019	+28.55%	+28.00%	+24.45%
2018	−6.22%	−7.09%	−7.33%
2017	+19.30%	+18.69%	+18.35%
2016	+9.70%	+10.39%	+14.09%
2015	+0.64%	−0.30%	−1.02%
2014	+12.82%	+11.65%	+10.85%
2013	+30.43%	+31.47%	+30.91%
2012	+14.03%	+14.41%	+9.50%
2011	−6.13%	+6.42%	+5.72%

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Drawdowns

Thu 2011-10-20💬 to Fri 2026-06-05	Current Drawdown	Worst Drawdown
FXAIX ×	−2.97% from 2026-06-02 peak	−33.75% 2020-03-23 from 2020-02-19 peak
Fidelity 500 Index Fund Mutual Fund
FSKAX ×	−3.00% from 2026-06-02 peak	−34.96% 2020-03-23 from 2020-02-19 peak
Fidelity Total Market Index Fund Mutual Fund
SCHD ×	−1.76% from 2026-05-22 peak	−33.51% 2020-03-23 from 2020-01-23 peak
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund

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Rolling Returns

Period ending Fri 2026-06-05	1 Year	2 Years	3 Years	5 Years	10 Years
FXAIX ×	+21.09%	+33.31% +15.47%/yr	+64.27% +17.99%/yr	+51.66% +8.68%/yr	+199.95% +11.61%/yr
Fidelity 500 Index Fund Mutual Fund
FSKAX ×	+21.10%	+32.83% +15.26%/yr	+62.51% +17.57%/yr	+43.45% +7.48%/yr	+185.37% +11.05%/yr
Fidelity Total Market Index Fund Mutual Fund
SCHD ×	+23.07%	+25.66% +12.11%/yr	+39.35% +11.69%/yr	+20.19% +3.74%/yr	+138.67% +9.08%/yr
Schwab U.S. Dividend Equity ETF NYSE Exchange-Traded Fund