All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2018-08-03? to Tue 2025-05-13 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−1.20%
2025-05-13 |
3.984 TRR
2025-05-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
−1.45%
2025-05-13 |
1.738 TRR
2025-05-13 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Fri 2018-08-03? to Tue 2025-05-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+80.69%
+9.12%/yr |
+9.06%/yr
(R2=0.750) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
+73.79%
+8.50%/yr |
+8.37%/yr
(R2=0.691) |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Fri 2018-08-03? to Tue 2025-05-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2018-08-03 |
$18,068.53
2025-05-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
$10,000.00
2018-08-03 |
$17,378.72
2025-05-13 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Year | FXAIX | FZROX |
---|---|---|
2025 (YTD) | −1.20% | −1.45% |
2024 | +21.51% | +20.47% |
2023 | +22.20% | +22.07% |
2022 | −23.11% | −24.08% |
2021 | +20.25% | +17.47% |
2020 | +16.82% | +18.89% |
2019 | +28.40% | +28.16% |
2018 | −6.80% | −11.74% |
2017 | +19.08% | — |
2016 | +9.16% | — |
2015 | +0.37% | — |
2014 | +13.44% | — |
2013 | +30.41% | — |
2012 | +15.98% | — |
2011 | −6.13% | — |
Fri 2018-08-03? to Tue 2025-05-13 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −4.68% |
−33.76%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × | −5.33% |
−34.90%
2020-03-23 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||