All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Tue 2011-05-10? to Tue 2025-08-05 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+5.60%
2025-08-05 |
4.236 TRR
2025-08-05 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VOO × |
+5.26%
2025-08-05 |
5.076 TRR
2025-08-05 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SPY × |
+5.19%
2025-08-05 |
11.35 TRR
2025-08-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Tue 2011-05-10? to Tue 2025-08-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
+323.61%
+10.67%/yr |
+10.66%/yr
(R2=0.960) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VOO × |
+320.78%
+10.62%/yr |
+10.63%/yr
(R2=0.960) |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SPY × |
+316.59%
+10.54%/yr |
+10.55%/yr
(R2=0.960) |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Tue 2011-05-10? to Tue 2025-08-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FXAIX × |
$10,000.00
2011-05-10 |
$42,360.68
2025-08-05 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VOO × |
$10,000.00
2011-05-10 |
$42,077.84
2025-08-05 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SPY × |
$10,000.00
2011-05-10 |
$41,659.15
2025-08-05 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
| Year | FXAIX | VOO | SPY |
|---|---|---|---|
| 2025 (YTD) | +5.60% | +5.26% | +5.19% |
| 2024 | +21.51% | +21.48% | +21.39% |
| 2023 | +22.20% | +22.23% | +22.09% |
| 2022 | −23.11% | −23.14% | −23.15% |
| 2021 | +20.24% | +20.33% | +20.27% |
| 2020 | +16.83% | +16.73% | +16.74% |
| 2019 | +28.55% | +28.43% | +28.29% |
| 2018 | −6.22% | −6.29% | −6.36% |
| 2017 | +19.29% | +19.25% | +19.19% |
| 2016 | +9.70% | +9.89% | +9.73% |
| 2015 | +0.65% | +0.59% | +0.50% |
| 2014 | +12.82% | +12.71% | +12.61% |
| 2013 | +30.42% | +30.42% | +30.35% |
| 2012 | +14.01% | +14.02% | +14.02% |
| 2011 | −6.11% | −1.04% | −1.04% |
| 2010 | — | +14.34% | +13.36% |
| 2009 | — | — | +23.00% |
| 2008 | — | — | −36.85% |
| 2007 | — | — | +1.01% |
| 2006 | — | — | +13.00% |
| 2005 | — | — | +1.35% |
| 2004 | — | — | +7.21% |
| 2003 | — | — | +25.83% |
| 2002 | — | — | −23.41% |
| 2001 | — | — | −13.11% |
| 2000 | — | — | −12.70% |
| 1999 | — | — | +17.24% |
| 1998 | — | — | +26.65% |
| 1997 | — | — | +31.25% |
| 1996 | — | — | +18.56% |
| 1995 | — | — | +34.64% |
| 1994 | — | — | −2.21% |
| 1993 | — | — | +6.27% |
| Tue 2011-05-10? to Tue 2025-08-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FXAIX × | −1.46% |
−33.75%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| VOO × | −1.48% |
−33.95%
2020-03-23 |
||||
| Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
| SPY × | −1.51% |
−33.67%
2020-03-23 |
||||
| SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||