FXAIX,FSPSX,FTKFX,DFIEX,VEIRX,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 ×	+5.61% 2025-07-03	4.188 TRR 2025-07-03
Fidelity 500 Index Fund Mutual Fund
FSPSX ×	+18.24% 2025-07-03	1.99 TRR 2025-07-03
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FTKFX ×	+1.61% 2025-07-03	0.9072 TRR 2025-07-03
Fidelity Total Bond K6 Fund Mutual Fund
DFIEX ×	+19.60% 2025-07-03	2.104 TRR 2025-07-03
International Core Equity Portfolio - Institutional Class Mutual Fund
VEIRX ×	+6.76% 2025-07-03	4.103 TRR 2025-07-03
Vanguard Equity Income Fund Admiral Shares Mutual Fund
FSMDX ×	+4.62% 2025-07-03	3.493 TRR 2025-07-03
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX ×	+1.31% 2025-07-03	1.354 TRR 2025-07-03
Real Estate Securities Fund R-6 Mutual Fund
RPTTX ×	+9.02% 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

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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 ×	+33.11% +4.84%/yr	+2.22%/yr (R2=0.133)
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FTKFX ×	−10.18% −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
VEIRX ×	+53.21% +7.30%/yr	+6.32%/yr (R2=0.688)
Vanguard Equity Income Fund Admiral Shares Mutual Fund
FSMDX ×	+48.99% +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 ×	+65.48% +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

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Growth of $10,000

Thu 2019-06-13? to Thu 2025-07-03	Start Value	End Value
FXAIX ×	$10,000.00 2019-06-13	$19,058.99 2025-07-03
Fidelity 500 Index Fund Mutual Fund
FSPSX ×	$10,000.00 2019-06-13	$13,310.90 2025-07-03
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FTKFX ×	$10,000.00 2019-06-13	$8,981.67 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
VEIRX ×	$10,000.00 2019-06-13	$15,321.38 2025-07-03
Vanguard Equity Income Fund Admiral Shares Mutual Fund
FSMDX ×	$10,000.00 2019-06-13	$14,898.55 2025-07-03
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX ×	$10,000.00 2019-06-13	$10,601.92 2025-07-03
Real Estate Securities Fund R-6 Mutual Fund
RPTTX ×	$10,000.00 2019-06-13	$16,547.93 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

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Annual Returns

Year	FXAIX	FSPSX	FTKFX	DFIEX	VEIRX	FSMDX	PFRSX	RPTTX	FGKFX
2025 (YTD)	+5.61%	+18.24%	+1.61%	+19.60%	+6.76%	+4.62%	+1.31%	+9.02%	+4.22%
2024	+21.51%	+0.79%	−0.15%	+1.04%	+11.70%	+12.17%	+2.53%	+20.52%	+34.49%
2023	+22.20%	+14.48%	+3.56%	+13.70%	+4.26%	+13.43%	+9.73%	+17.07%	+41.25%
2022	−23.11%	−19.44%	−18.11%	−18.77%	−6.15%	−22.31%	−29.72%	−29.09%	−36.69%
2021	+20.24%	+4.13%	−6.65%	+6.40%	+17.25%	+14.48%	+30.52%	+6.24%	+14.05%
2020	+16.83%	+6.70%	+8.07%	+6.26%	+1.69%	+15.55%	−4.52%	+30.24%	+66.52%
2019	+28.40%	+19.30%	+7.52%	+19.03%	+22.56%	+27.61%	+28.28%	+35.01%	+14.68%
2018	−6.80%	−15.17%	−2.61%	−18.96%	−7.45%	−10.74%	−6.04%	−4.86%	—
2017	+19.09%	+22.58%	−0.21%	+25.43%	+16.06%	+16.03%	+6.80%	+12.31%	—
2016	+9.14%	−0.79%	—	+3.23%	+12.49%	+11.55%	+5.33%	—	—
2015	+0.39%	−1.47%	—	−1.01%	+0.17%	−3.20%	—	—	—
2014	+13.43%	−5.95%	—	−6.67%	+10.64%	+12.31%	—	—	—
2013	+30.42%	+20.16%	—	+21.56%	+28.24%	+32.87%	—	—	—
2012	+14.03%	+16.92%	—	+16.77%	+11.65%	+15.21%	—	—	—
2011	−6.13%	+1.70%	—	−17.58%	+7.52%	+4.08%	—	—	—
2010	—	—	—	+12.21%	+13.31%	—	—	—	—
2009	—	—	—	+35.64%	+14.19%	—	—	—	—
2008	—	—	—	−44.10%	−30.86%	—	—	—	—
2007	—	—	—	+4.23%	+0.77%	—	—	—	—
2006	—	—	—	+23.77%	+17.83%	—	—	—	—
2005	—	—	—	+12.53%	+1.03%	—	—	—	—
2004	—	—	—	—	+11.53%	—	—	—	—
2003	—	—	—	—	+21.37%	—	—	—	—
2002	—	—	—	—	−17.57%	—	—	—	—
2001	—	—	—	—	−2.51%	—	—	—	—

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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 ×	−0.07%	−34.89% 2022-09-27
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FTKFX ×	−19.67%	−27.70% 2023-10-19
Fidelity Total Bond K6 Fund Mutual Fund
DFIEX ×	0.00%	−37.97% 2020-03-23
International Core Equity Portfolio - Institutional Class Mutual Fund
VEIRX ×	0.00%	−35.27% 2020-03-23
Vanguard Equity Income Fund Admiral Shares Mutual Fund
FSMDX ×	−2.81%	−40.30% 2020-03-23
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX ×	−19.89%	−41.22% 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