All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2011-05-10? to Tue 2025-07-15 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+4.47%
2025-07-15 |
4.143 TRR
2025-07-15 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
VOO × |
+4.41%
2025-07-15 |
5.036 TRR
2025-07-15 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SPY × |
+4.37%
2025-07-15 |
11.27 TRR
2025-07-15 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Tue 2025-07-15 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+314.27%
+10.54%/yr |
+10.51%/yr
(R2=0.958) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
VOO × |
+317.42%
+10.60%/yr |
+10.63%/yr
(R2=0.960) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SPY × |
+313.35%
+10.52%/yr |
+10.55%/yr
(R2=0.959) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Tue 2011-05-10? to Tue 2025-07-15 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2011-05-10 |
$41,426.66
2025-07-15 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
VOO × |
$10,000.00
2011-05-10 |
$41,741.61
2025-07-15 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SPY × |
$10,000.00
2011-05-10 |
$41,335.46
2025-07-15 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
Year | FXAIX | VOO | SPY |
---|---|---|---|
2025 (YTD) | +4.47% | +4.41% | +4.37% |
2024 | +21.51% | +21.48% | +21.39% |
2023 | +22.20% | +22.23% | +22.09% |
2022 | −23.11% | −23.14% | −23.15% |
2021 | +20.25% | +20.33% | +20.26% |
2020 | +16.83% | +16.73% | +16.74% |
2019 | +28.40% | +28.43% | +28.29% |
2018 | −6.79% | −6.29% | −6.36% |
2017 | +19.08% | +19.25% | +19.19% |
2016 | +9.16% | +9.89% | +9.72% |
2015 | +0.37% | +0.59% | +0.50% |
2014 | +13.44% | +12.71% | +12.61% |
2013 | +30.42% | +30.42% | +30.34% |
2012 | +14.02% | +14.02% | +14.02% |
2011 | −6.13% | −1.04% | −1.05% |
2010 | — | +14.34% | +13.36% |
2009 | — | — | +23.01% |
2008 | — | — | −36.85% |
2007 | — | — | +1.02% |
2006 | — | — | +13.00% |
2005 | — | — | +1.36% |
2004 | — | — | +7.20% |
2003 | — | — | +25.81% |
2002 | — | — | −23.40% |
2001 | — | — | −13.11% |
2000 | — | — | −12.70% |
1999 | — | — | +17.24% |
1998 | — | — | +26.65% |
1997 | — | — | +31.25% |
1996 | — | — | +18.56% |
1995 | — | — | +34.64% |
1994 | — | — | −2.22% |
1993 | — | — | +6.28% |
Tue 2011-05-10? to Tue 2025-07-15 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −0.92% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
VOO × | −0.67% |
−33.95%
2020-03-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
SPY × | −0.62% |
−33.67%
2020-03-23 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||