All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Wed 2018-09-26? 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 | ||||||
FNILX × |
−7.18%
2025-03-13 |
1.674 TRR
2025-03-13 |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||
Wed 2018-09-26? to Thu 2025-03-13 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+65.98%
+8.16%/yr |
+9.21%/yr
(R2=0.730) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
+59.36%
+7.48%/yr |
+8.52%/yr
(R2=0.669) |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
FNILX × |
+67.38%
+8.30%/yr |
+9.14%/yr
(R2=0.705) |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||
Wed 2018-09-26? to Thu 2025-03-13 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2018-09-26 |
$16,598.15
2025-03-13 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
FZROX × |
$10,000.00
2018-09-26 |
$15,936.45
2025-03-13 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
FNILX × |
$10,000.00
2018-09-26 |
$16,737.65
2025-03-13 |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||
Year | FXAIX | FZROX | FNILX |
---|---|---|---|
2025 (YTD) | −6.99% | −7.52% | −7.18% |
2024 | +21.51% | +20.46% | +21.95% |
2023 | +22.20% | +22.13% | +23.30% |
2022 | −23.11% | −24.15% | −24.26% |
2021 | +20.24% | +17.57% | +18.33% |
2020 | +16.83% | +18.84% | +19.56% |
2019 | +28.39% | +28.23% | +28.82% |
2018 | −6.79% | −11.80% | −13.12% |
2017 | +19.08% | — | — |
2016 | +9.15% | — | — |
2015 | +0.38% | — | — |
2014 | +13.43% | — | — |
2013 | +30.42% | — | — |
2012 | +14.05% | — | — |
2011 | −6.14% | — | — |
Wed 2018-09-26? 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 | ||||||
FNILX × | −10.56% |
−33.72%
2020-03-23 |
||||
Fidelity Zero Large Cap Index Fund Mutual Fund | ||||||