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