All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Fri 2021-12-31 to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
−4.57%
2026-04-02 |
4.407 TRR
2026-04-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VIG × |
−2.39%
2026-04-02 |
3.948 TRR
2026-04-02 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Fri 2021-12-31 to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+25.43%
+5.47%/yr |
+13.89%/yr
(R2=0.808) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VIG × |
+15.85%
+3.52%/yr |
+9.65%/yr
(R2=0.795) |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Fri 2021-12-31 to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2021-12-31 |
$12,542.80
2026-04-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VIG × |
$10,000.00
2021-12-31 |
$11,585.33
2026-04-02 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||
| Year | FXAIX | VIG |
|---|---|---|
| 2026 (YTD) | −4.57% | −2.39% |
| 2025 | +15.12% | +11.19% |
| 2024 | +21.51% | +13.71% |
| 2023 | +22.20% | +10.81% |
| 2022 | −23.11% | −15.28% |
| 2021 | +20.25% | +15.63% |
| 2020 | +16.83% | +13.88% |
| 2019 | +28.55% | +26.72% |
| 2018 | −6.22% | −3.91% |
| 2017 | +19.31% | +19.69% |
| 2016 | +9.70% | +9.69% |
| 2015 | +0.65% | −2.66% |
| 2014 | +12.81% | +9.26% |
| 2013 | +30.43% | +26.97% |
| 2012 | +14.02% | +9.75% |
| 2011 | −6.13% | +3.11% |
| 2010 | — | +13.05% |
| 2009 | — | +16.41% |
| 2008 | — | −26.75% |
| 2007 | — | +1.47% |
| 2006 | — | +8.32% |
| Fri 2021-12-31 to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | −6.28% |
−29.14%
2022-10-12 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VIG × | −6.11% |
−25.17%
2022-10-12 |
||||
| Vanguard Dividend Appreciation Index Fund ETF Shares Exchange-Traded Fund | ||||||