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