All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2013-10-24? to Thu 2025-05-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−5.80%
2025-05-01 |
3.736 TRR
2025-05-01 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FTEC × |
−10.01%
2025-05-01 |
5.436 TRR
2025-05-01 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
Thu 2013-10-24? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+184.28%
+9.49%/yr |
+9.54%/yr
(R2=0.935) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FTEC × |
+443.55%
+15.83%/yr |
+17.30%/yr
(R2=0.948) |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
Thu 2013-10-24? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2013-10-24 |
$28,427.51
2025-05-01 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FTEC × |
$10,000.00
2013-10-24 |
$54,355.21
2025-05-01 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||
Year | FXAIX | FTEC |
---|---|---|
2025 (YTD) | −5.80% | −10.01% |
2024 | +21.51% | +25.77% |
2023 | +22.20% | +48.32% |
2022 | −23.11% | −33.87% |
2021 | +20.25% | +21.91% |
2020 | +16.82% | +43.88% |
2019 | +28.39% | +45.60% |
2018 | −6.80% | −2.25% |
2017 | +19.09% | +34.02% |
2016 | +9.15% | +11.60% |
2015 | +0.38% | +4.20% |
2014 | +13.44% | +17.44% |
2013 | +30.42% | +8.59% |
2012 | +14.02% | — |
2011 | −6.12% | — |
Thu 2013-10-24? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −9.11% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FTEC × | −14.75% |
−39.03%
2022-10-14 |
||||
Fidelity MSCI Information Technology Index ETF Exchange-Traded Fund | ||||||