All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Wed 2011-09-14? to Fri 2025-08-08 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+7.10%
2025-08-08 |
4.296 TRR
2025-08-08 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × |
+3.24%
2025-08-08 |
3.448 TRR
2025-08-08 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × |
−2.11%
2025-08-08 |
2.475 TRR
2025-08-08 |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14? to Fri 2025-08-08 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+389.59%
+12.11%/yr |
+10.58%/yr
(R2=0.958) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × |
+244.78%
+9.31%/yr |
+8.10%/yr
(R2=0.891) |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × |
+147.50%
+6.74%/yr |
+5.22%/yr
(R2=0.663) |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| Wed 2011-09-14? to Fri 2025-08-08 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2011-09-14 |
$48,959.44
2025-08-08 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × |
$10,000.00
2011-09-14 |
$34,477.76
2025-08-08 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × |
$10,000.00
2011-09-14 |
$24,750.45
2025-08-08 |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| Year | FXAIX | FSMDX | FSSNX |
|---|---|---|---|
| 2025 (YTD) | +7.10% | +3.24% | −2.11% |
| 2024 | +21.52% | +12.15% | +8.57% |
| 2023 | +22.19% | +13.41% | +13.31% |
| 2022 | −23.11% | −22.30% | −25.13% |
| 2021 | +20.25% | +14.52% | +4.37% |
| 2020 | +16.82% | +15.52% | +18.37% |
| 2019 | +28.56% | +27.65% | +20.84% |
| 2018 | −6.22% | −10.78% | −15.76% |
| 2017 | +19.30% | +16.07% | +9.67% |
| 2016 | +9.70% | +11.50% | +17.84% |
| 2015 | +0.64% | −3.19% | −6.19% |
| 2014 | +12.82% | +12.32% | +5.76% |
| 2013 | +30.44% | +32.80% | +38.31% |
| 2012 | +14.01% | +15.33% | +15.95% |
| 2011 | −6.13% | +4.06% | +6.15% |
| Wed 2011-09-14? to Fri 2025-08-08 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | −0.05% |
−33.75%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FSMDX × | −4.09% |
−40.31%
2020-03-23 |
||||
| Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSSNX × | −20.38% |
−45.88%
2020-03-18 |
||||
| Fidelity Small Cap Index Fund Institutional Premium Class Mutual Fund | ||||||