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

Total Real Returns

FXAIX,FZROX,QQQM,FDVV,FSRNX,FNBGX,FSAHX,FFRHX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

Year FXAIX FZROX QQQM FDVV FSRNX FNBGX FSAHX FFRHX
2026 (YTD) −4.57% −4.18% −5.66% −2.20% +1.59% −1.10% −0.85% −1.68%
2025 +15.12% +14.19% +17.70% +14.04% +0.37% +2.58% +4.92% +2.72%
2024 +21.51% +20.50% +22.16% +18.38% +2.07% −8.54% +5.73% +6.34%
2023 +22.20% +22.07% +49.99% +14.18% +8.29% −0.16% +6.65% +8.86%
2022 −23.11% −24.11% −36.62% −10.03% −30.63% −33.89% −12.14% −6.94%
2021 +20.25% +17.92% +19.07% +20.74% +31.39% −11.09% −3.45% −1.37%
2020 +16.83% +18.92% +6.61% +1.43% −12.47% +16.18% +2.59% +0.32%
2019 +28.55% +28.31% +21.27% +20.27% +11.72% +6.88% +6.24%
2018 −6.22% −11.54% −3.09% −6.00% −3.40% −3.09% −1.76%
2017 +19.31% +11.60% +1.62% +2.74% +2.79% +1.76%
2016 +9.70% +4.93% +4.35% +8.40% +7.73%
2015 +0.65% +3.64% −3.94% −1.86%
2014 +12.81% +30.61% −0.61% −0.32%
2013 +30.43% −0.09% +0.64% +2.40%
2012 +14.02% +15.15% +5.02%
2011 −6.13% +6.00% −1.20%
2010 +6.00%
2009 +25.48%
2008 −16.33%
2007 −1.30%
2006 +3.78%
2005 +0.81%
2004 +1.21%
2003 +3.92%
2002 +0.63%

Drawdowns

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