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