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

Total Real Returns

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

Tue 2011-05-10? to Fri 2025-05-23 YTD
Return
TRR
Price
FXAIX
×
−2.29%
2025-05-23
3.875 TRR
2025-05-23
Fidelity 500 Index Fund Mutual Fund
SPLG
×
−2.60%
2025-05-23
4.248 TRR
2025-05-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund

Returns

Tue 2011-05-10? to Fri 2025-05-23 Overall
Return
Exponential
Trendline
FXAIX
×
+287.46%
+10.13%/yr
+10.49%/yr
(R2=0.956)
Fidelity 500 Index Fund Mutual Fund
SPLG
×
+286.88%
+10.12%/yr
+10.56%/yr
(R2=0.957)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Tue 2011-05-10? to Fri 2025-05-23 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$38,746.40
2025-05-23
Fidelity 500 Index Fund Mutual Fund
SPLG
×
$10,000.00
2011-05-10
$38,688.25
2025-05-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year FXAIX SPLG
2025 (YTD) −2.29% −2.60%
2024 +21.51% +21.50%
2023 +22.20% +22.15%
2022 −23.11% −23.08%
2021 +20.24% +20.33%
2020 +16.83% +16.90%
2019 +28.39% +29.03%
2018 −6.79% −6.56%
2017 +19.08% +18.81%
2016 +9.15% +9.55%
2015 +0.38% +0.40%
2014 +13.44% +12.86%
2013 +30.44% +31.16%
2012 +14.03% +13.21%
2011 −6.14% −1.20%
2010 +14.15%
2009 +23.88%
2008 −36.95%
2007 +1.57%
2006 +11.76%
2005 +2.87%

Drawdowns

Tue 2011-05-10? to Fri 2025-05-23 Current
Drawdown
Worst
Drawdown
FXAIX
×
−5.72% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
SPLG
×
−5.98% −33.84%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund