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 Tue 2025-04-29 YTD
Return
TRR
Price
FXAIX
×
−6.52%
2025-04-29
3.707 TRR
2025-04-29
Fidelity 500 Index Fund Mutual Fund
SPLG
×
−6.58%
2025-04-29
4.073 TRR
2025-04-29
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund

Returns

Tue 2011-05-10? to Tue 2025-04-29 Overall
Return
Exponential
Trendline
FXAIX
×
+270.72%
+9.83%/yr
+10.50%/yr
(R2=0.955)
Fidelity 500 Index Fund Mutual Fund
SPLG
×
+271.13%
+9.84%/yr
+10.57%/yr
(R2=0.956)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund

Growth of $10,000

Tue 2011-05-10? to Tue 2025-04-29 Start
Value
End
Value
FXAIX
×
$10,000.00
2011-05-10
$37,071.58
2025-04-29
Fidelity 500 Index Fund Mutual Fund
SPLG
×
$10,000.00
2011-05-10
$37,112.76
2025-04-29
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund

Annual Returns

Year FXAIX SPLG
2025 (YTD) −6.52% −6.58%
2024 +21.51% +21.49%
2023 +22.19% +22.17%
2022 −23.11% −23.08%
2021 +20.25% +20.32%
2020 +16.83% +16.90%
2019 +28.39% +29.06%
2018 −6.79% −6.58%
2017 +19.08% +18.79%
2016 +9.15% +9.53%
2015 +0.38% +0.44%
2014 +13.44% +12.81%
2013 +30.42% +31.19%
2012 +14.02% +13.25%
2011 −6.12% −1.26%
2010 +14.19%
2009 +23.85%
2008 −36.94%
2007 +1.58%
2006 +11.73%
2005 +2.88%

Drawdowns

Tue 2011-05-10? to Tue 2025-04-29 Current
Drawdown
Worst
Drawdown
FXAIX
×
−9.80% −33.75%
2020-03-23
Fidelity 500 Index Fund Mutual Fund
SPLG
×
−9.82% −33.84%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund