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

Total Real Returns

FXAIX,FZROX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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