All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FXAIX,FSPSX,FTKFX,DFIEX,FXNAX,FSMDX,PFRSX,RPTTX,FGKFX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2019-06-13? to Thu 2025-07-03? YTD
Return
TRR
Price
FXAIX
×
+4.76%
2025-07-03
4.188 TRR
2025-07-03
Fidelity 500 Index Fund Mutual Fund
FSPSX
×
+16.93%
2025-07-03
1.99 TRR
2025-07-03
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FTKFX
×
+1.35%
2025-07-03
0.9071 TRR
2025-07-03
Fidelity Total Bond K6 Fund Mutual Fund
DFIEX
×
+18.23%
2025-07-03
2.103 TRR
2025-07-03
International Core Equity Portfolio - Institutional Class Mutual Fund
FXNAX
×
+1.07%
2025-07-03
0.936 TRR
2025-07-03
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund
FSMDX
×
+3.78%
2025-07-03
3.494 TRR
2025-07-03
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX
×
+0.42%
2025-07-03
1.354 TRR
2025-07-03
Real Estate Securities Fund R-6 Mutual Fund
RPTTX
×
+8.70%
2025-07-03
2.177 TRR
2025-07-03
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund
FGKFX
×
+4.22%
2025-07-03
2.73 TRR
2025-07-03
Fidelity Growth Company K6 Fund Mutual Fund

Returns

Thu 2019-06-13? to Thu 2025-07-03? Overall
Return
Exponential
Trendline
FXAIX
×
+90.59%
+11.24%/yr
+8.60%/yr
(R2=0.671)
Fidelity 500 Index Fund Mutual Fund
FSPSX
×
+33.07%
+4.83%/yr
+2.22%/yr
(R2=0.133)
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FTKFX
×
−10.19%
−1.76%/yr
−4.48%/yr
(R2=0.643)
Fidelity Total Bond K6 Fund Mutual Fund
DFIEX
×
+38.95%
+5.58%/yr
+2.84%/yr
(R2=0.187)
International Core Equity Portfolio - Institutional Class Mutual Fund
FXNAX
×
−16.28%
−2.89%/yr
−5.79%/yr
(R2=0.753)
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund
FSMDX
×
+48.97%
+6.80%/yr
+4.69%/yr
(R2=0.334)
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX
×
+6.02%
+0.97%/yr
−0.20%/yr
(R2=0.001)
Real Estate Securities Fund R-6 Mutual Fund
RPTTX
×
+65.46%
+8.67%/yr
+4.00%/yr
(R2=0.203)
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund
FGKFX
×
+173.00%
+18.04%/yr
+12.13%/yr
(R2=0.535)
Fidelity Growth Company K6 Fund Mutual Fund

Growth of $10,000

Thu 2019-06-13? to Thu 2025-07-03? Start
Value
End
Value
FXAIX
×
$10,000.00
2019-06-13
$19,059.23
2025-07-03
Fidelity 500 Index Fund Mutual Fund
FSPSX
×
$10,000.00
2019-06-13
$13,307.05
2025-07-03
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FTKFX
×
$10,000.00
2019-06-13
$8,980.96
2025-07-03
Fidelity Total Bond K6 Fund Mutual Fund
DFIEX
×
$10,000.00
2019-06-13
$13,895.13
2025-07-03
International Core Equity Portfolio - Institutional Class Mutual Fund
FXNAX
×
$10,000.00
2019-06-13
$8,372.28
2025-07-03
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund
FSMDX
×
$10,000.00
2019-06-13
$14,896.52
2025-07-03
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX
×
$10,000.00
2019-06-13
$10,601.70
2025-07-03
Real Estate Securities Fund R-6 Mutual Fund
RPTTX
×
$10,000.00
2019-06-13
$16,545.81
2025-07-03
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund
FGKFX
×
$10,000.00
2019-06-13
$27,299.58
2025-07-03
Fidelity Growth Company K6 Fund Mutual Fund

Annual Returns

Year FXAIX FSPSX FTKFX DFIEX FXNAX FSMDX PFRSX RPTTX FGKFX
2025 (YTD) +4.76% +16.93% +1.35% +18.23% +1.07% +3.78% +0.42% +8.70% +4.22%
2024 +21.51% +0.81% −0.14% +1.11% −1.25% +12.13% +2.53% +20.51% +34.49%
2023 +22.20% +14.48% +3.56% +13.70% +2.17% +13.42% +9.72% +17.06% +41.25%
2022 −23.11% −19.44% −18.17% −18.77% −18.52% −22.30% −29.71% −29.09% −36.69%
2021 +20.24% +4.11% −6.64% +6.33% −8.24% +14.47% +30.51% +6.23% +14.05%
2020 +16.83% +6.72% +8.06% +6.33% +6.34% +15.59% −4.52% +30.23% +66.52%
2019 +28.39% +19.29% +7.61% +18.93% +6.15% +27.61% +28.27% +34.99% +14.68%
2018 −6.79% −15.18% −2.61% −18.95% −1.87% −10.78% −6.03% −4.82%
2017 +19.07% +22.63% −0.22% +25.41% +1.40% +16.02% +6.80% +12.27%
2016 +9.15% −0.81% +3.23% +0.41% +11.54% +5.37%
2015 +0.37% −1.47% −0.93% −0.08% −3.20%
2014 +13.44% −5.95% −6.67% +5.24% +12.37%
2013 +30.44% +20.15% +21.56% −3.70% +32.77%
2012 +14.03% +16.95% +16.73% +2.50% +15.30%
2011 −6.13% +1.66% −17.63% +4.59% +4.08%
2010 +12.29%
2009 +35.63%
2008 −44.09%
2007 +4.15%
2006 +23.84%
2005 +12.52%

Drawdowns

Thu 2019-06-13? to Thu 2025-07-03? Current
Drawdown
Worst
Drawdown
FXAIX
×
0.00% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
FSPSX
×
−0.09% −34.90%
2022-09-27
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FTKFX
×
−19.73% −27.75%
2023-10-19
Fidelity Total Bond K6 Fund Mutual Fund
DFIEX
×
0.00% −37.95%
2020-03-23
International Core Equity Portfolio - Institutional Class Mutual Fund
FXNAX
×
−24.22% −30.86%
2023-10-19
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund
FSMDX
×
−2.81% −40.29%
2020-03-23
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX
×
−19.89% −41.21%
2020-03-23
Real Estate Securities Fund R-6 Mutual Fund
RPTTX
×
−0.27% −39.37%
2022-06-16
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund
FGKFX
×
−0.46% −44.13%
2022-10-14
Fidelity Growth Company K6 Fund Mutual Fund