All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2020-10-13? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
−4.57%
2026-04-02 |
4.407 TRR
2026-04-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FZROX × |
−4.18%
2026-04-02 |
1.944 TRR
2026-04-02 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| QQQM × |
−5.66%
2026-04-02 |
1.637 TRR
2026-04-02 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| FDVV × |
−2.20%
2026-04-02 |
2.286 TRR
2026-04-02 |
||||
| Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
| FSRNX × |
+1.59%
2026-04-02 |
1.779 TRR
2026-04-02 |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| FNBGX × |
−1.10%
2026-04-02 |
0.7014 TRR
2026-04-02 |
||||
| Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSAHX × |
−0.85%
2026-04-02 |
1.132 TRR
2026-04-02 |
||||
| Fidelity Short Duration High Income Fund Mutual Fund | ||||||
| FFRHX × |
−1.68%
2026-04-02 |
1.557 TRR
2026-04-02 |
||||
| Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund | ||||||
| Tue 2020-10-13? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+61.78%
+9.20%/yr |
+8.54%/yr
(R2=0.610) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FZROX × |
+57.17%
+8.62%/yr |
+7.52%/yr
(R2=0.528) |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| QQQM × |
+63.68%
+9.43%/yr |
+10.17%/yr
(R2=0.525) |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| FDVV × |
+84.11%
+11.81%/yr |
+9.45%/yr
(R2=0.778) |
||||
| Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
| FSRNX × |
+11.04%
+1.93%/yr |
−1.91%/yr
(R2=0.085) |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| FNBGX × |
−46.77%
−10.89%/yr |
−11.04%/yr
(R2=0.766) |
||||
| Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSAHX × |
+1.68%
+0.30%/yr |
+0.27%/yr
(R2=0.005) |
||||
| Fidelity Short Duration High Income Fund Mutual Fund | ||||||
| FFRHX × |
+10.95%
+1.92%/yr |
+2.16%/yr
(R2=0.408) |
||||
| Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund | ||||||
| Tue 2020-10-13? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2020-10-13 |
$16,177.78
2026-04-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FZROX × |
$10,000.00
2020-10-13 |
$15,717.23
2026-04-02 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| QQQM × |
$10,000.00
2020-10-13 |
$16,368.33
2026-04-02 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| FDVV × |
$10,000.00
2020-10-13 |
$18,410.60
2026-04-02 |
||||
| Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
| FSRNX × |
$10,000.00
2020-10-13 |
$11,104.42
2026-04-02 |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| FNBGX × |
$10,000.00
2020-10-13 |
$5,322.95
2026-04-02 |
||||
| Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSAHX × |
$10,000.00
2020-10-13 |
$10,167.75
2026-04-02 |
||||
| Fidelity Short Duration High Income Fund Mutual Fund | ||||||
| FFRHX × |
$10,000.00
2020-10-13 |
$11,094.58
2026-04-02 |
||||
| Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund | ||||||
| Tue 2020-10-13? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | −6.28% |
−29.15%
2022-10-12 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| FZROX × | −6.19% |
−29.80%
2022-10-14 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| QQQM × | −8.62% |
−39.52%
2022-11-03 |
||||
| Invesco NASDAQ 100 ETF NASDAQ Exchange-Traded Fund | ||||||
| FDVV × | −6.93% |
−22.80%
2022-10-12 |
||||
| Fidelity High Dividend ETF Exchange-Traded Fund | ||||||
| FSRNX × | −21.82% |
−40.43%
2023-10-25 |
||||
| Fidelity Real Estate Index Fund Institutional Class Mutual Fund | ||||||
| FNBGX × | −46.86% |
−52.11%
2023-10-19 |
||||
| Fidelity Long-Term Treasury Bond Index Fund Institutional Premium Class Mutual Fund | ||||||
| FSAHX × | −1.24% |
−17.30%
2022-06-30 |
||||
| Fidelity Short Duration High Income Fund Mutual Fund | ||||||
| FFRHX × | −1.79% |
−13.04%
2022-07-06 |
||||
| Fidelity Advisor Floating Rate High Income Fund Fidelity Floating Rate High Income Fund Mutual Fund | ||||||