All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2018-08-03? to Thu 2025-03-13 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−6.99%
2025-03-13 |
3.688 TRR
2025-03-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
−7.52%
2025-03-13 |
1.63 TRR
2025-03-13 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Fri 2018-08-03? to Thu 2025-03-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+70.09%
+8.37%/yr |
+9.13%/yr
(R2=0.739) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
+63.05%
+7.68%/yr |
+8.45%/yr
(R2=0.680) |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Fri 2018-08-03? to Thu 2025-03-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2018-08-03 |
$17,009.47
2025-03-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
$10,000.00
2018-08-03 |
$16,304.53
2025-03-13 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Year | FXAIX | FZROX |
---|---|---|
2025 (YTD) | −6.99% | −7.52% |
2024 | +21.51% | +20.46% |
2023 | +22.20% | +22.13% |
2022 | −23.11% | −24.15% |
2021 | +20.24% | +17.57% |
2020 | +16.83% | +18.84% |
2019 | +28.39% | +28.23% |
2018 | −6.79% | −11.80% |
2017 | +19.08% | — |
2016 | +9.15% | — |
2015 | +0.38% | — |
2014 | +13.43% | — |
2013 | +30.42% | — |
2012 | +14.05% | — |
2011 | −6.14% | — |
Fri 2018-08-03? to Thu 2025-03-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −10.26% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × | −11.14% |
−34.91%
2020-03-23 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||