All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2011-05-10? to Mon 2025-04-28 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
−7.06%
2025-04-28 |
3.686 TRR
2025-04-28 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPY × |
−7.13%
2025-04-28 |
10.02 TRR
2025-04-28 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Mon 2025-04-28 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+268.57%
+9.79%/yr |
+10.52%/yr
(R2=0.957) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPY × |
+267.80%
+9.77%/yr |
+10.56%/yr
(R2=0.958) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Mon 2025-04-28 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-05-10 |
$36,856.65
2025-04-28 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPY × |
$10,000.00
2011-05-10 |
$36,779.73
2025-04-28 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Year | FXAIX | SPY |
---|---|---|
2025 (YTD) | −7.06% | −7.13% |
2024 | +21.51% | +21.39% |
2023 | +22.20% | +22.09% |
2022 | −23.11% | −23.14% |
2021 | +20.25% | +20.26% |
2020 | +16.83% | +16.74% |
2019 | +28.39% | +28.29% |
2018 | −6.80% | −6.35% |
2017 | +19.09% | +19.19% |
2016 | +9.15% | +9.73% |
2015 | +0.38% | +0.50% |
2014 | +13.43% | +12.61% |
2013 | +30.42% | +30.35% |
2012 | +14.02% | +14.01% |
2011 | −6.12% | −1.04% |
2010 | — | +13.36% |
2009 | — | +23.00% |
2008 | — | −36.85% |
2007 | — | +1.01% |
2006 | — | +13.00% |
2005 | — | +1.35% |
2004 | — | +7.21% |
2003 | — | +25.82% |
2002 | — | −23.40% |
2001 | — | −13.11% |
2000 | — | −12.70% |
1999 | — | +17.24% |
1998 | — | +26.64% |
1997 | — | +31.24% |
1996 | — | +18.57% |
1995 | — | +34.63% |
1994 | — | −2.23% |
1993 | — | +6.30% |
Tue 2011-05-10? to Mon 2025-04-28 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −10.32% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
SPY × | −10.35% |
−33.67%
2020-03-23 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||