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

Total Real Returns

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

Thu 2017-05-04? to Fri 2025-07-18 YTD
Return
TRR
Price
FXAIX
×
+5.35%
2025-07-18
4.177 TRR
2025-07-18
Fidelity 500 Index Fund Mutual Fund
FSPSX
×
+16.36%
2025-07-18
1.959 TRR
2025-07-18
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FXNAX
×
+0.68%
2025-07-18
0.929 TRR
2025-07-18
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund
FSMDX
×
+4.58%
2025-07-18
3.491 TRR
2025-07-18
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX
×
+1.16%
2025-07-18
1.352 TRR
2025-07-18
Real Estate Securities Fund R-6 Mutual Fund
RPTTX
×
+9.56%
2025-07-18
2.188 TRR
2025-07-18
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund

Returns

Thu 2017-05-04? to Fri 2025-07-18 Overall
Return
Exponential
Trendline
FXAIX
×
+127.44%
+10.53%/yr
+9.17%/yr
(R2=0.842)
Fidelity 500 Index Fund Mutual Fund
FSPSX
×
+34.63%
+3.69%/yr
+1.75%/yr
(R2=0.175)
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FXNAX
×
−14.83%
−1.94%/yr
−3.14%/yr
(R2=0.502)
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund
FSMDX
×
+73.45%
+6.94%/yr
+5.67%/yr
(R2=0.626)
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX
×
+28.98%
+3.15%/yr
+2.36%/yr
(R2=0.221)
Real Estate Securities Fund R-6 Mutual Fund
RPTTX
×
+118.78%
+10.01%/yr
+7.14%/yr
(R2=0.605)
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund

Growth of $10,000

Thu 2017-05-04? to Fri 2025-07-18 Start
Value
End
Value
FXAIX
×
$10,000.00
2017-05-04
$22,743.53
2025-07-18
Fidelity 500 Index Fund Mutual Fund
FSPSX
×
$10,000.00
2017-05-04
$13,462.54
2025-07-18
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FXNAX
×
$10,000.00
2017-05-04
$8,517.30
2025-07-18
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund
FSMDX
×
$10,000.00
2017-05-04
$17,344.88
2025-07-18
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX
×
$10,000.00
2017-05-04
$12,898.16
2025-07-18
Real Estate Securities Fund R-6 Mutual Fund
RPTTX
×
$10,000.00
2017-05-04
$21,878.45
2025-07-18
T. Rowe Price Diversified Mid-Cap Growth Fund Inc. T. Rowe Price Diversified Mid-Cap Growth Fund- I Class Mutual Fund

Annual Returns

Year FXAIX FSPSX FXNAX FSMDX PFRSX RPTTX
2025 (YTD) +5.35% +16.36% +0.68% +4.58% +1.16% +9.56%
2024 +21.51% +0.79% −1.25% +12.17% +2.56% +20.52%
2023 +22.20% +14.49% +2.06% +13.39% +9.70% +17.05%
2022 −23.11% −19.45% −18.48% −22.28% −29.72% −29.08%
2021 +20.25% +4.14% −8.22% +14.47% +30.55% +6.22%
2020 +16.82% +6.71% +6.32% +15.55% −4.54% +30.25%
2019 +28.40% +19.30% +6.13% +27.64% +28.29% +34.99%
2018 −6.80% −15.17% −1.87% −10.76% −6.02% −4.84%
2017 +19.08% +22.60% +1.40% +16.04% +6.79% +12.32%
2016 +9.15% −0.81% +0.41% +11.51% +5.36%
2015 +0.37% −1.47% −0.08% −3.19%
2014 +13.43% −5.96% +5.22% +12.34%
2013 +30.44% +20.16% −3.69% +32.77%
2012 +14.02% +16.94% +2.49% +15.26%
2011 −6.13% +1.70% +4.58% +4.07%

Drawdowns

Thu 2017-05-04? to Fri 2025-07-18 Current
Drawdown
Worst
Drawdown
FXAIX
×
−0.10% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
FSPSX
×
−1.65% −36.40%
2020-03-23
Fidelity International Index Fund Institutional Premium Class Mutual Fund
FXNAX
×
−24.75% −30.84%
2023-10-19
Fidelity U.S. Bond Index Fund Institutional Premium Class Mutual Fund
FSMDX
×
−2.83% −40.33%
2020-03-23
Fidelity Mid Cap Index Fund Institutional Premium Class Mutual Fund
PFRSX
×
−20.01% −41.21%
2020-03-23
Real Estate Securities Fund R-6 Mutual Fund
RPTTX
×
0.00% −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