All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Thu 2018-08-02 to Mon 2025-05-19 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+0.43%
2025-05-19 |
3.982 TRR
2025-05-19 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Thu 2018-08-02 to Mon 2025-05-19 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+84.54%
+9.44%/yr |
+9.07%/yr
(R2=0.752) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Thu 2018-08-02 to Mon 2025-05-19 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2018-08-02 |
$18,454.35
2025-05-19 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Year | FXAIX |
---|---|
2025 (YTD) | +0.43% |
2024 | +21.51% |
2023 | +22.20% |
2022 | −23.11% |
2021 | +20.24% |
2020 | +16.83% |
2019 | +28.39% |
2018 | −6.79% |
2017 | +19.08% |
2016 | +9.14% |
2015 | +0.38% |
2014 | +13.44% |
2013 | +30.43% |
2012 | +14.03% |
2011 | −6.14% |
Thu 2018-08-02 to Mon 2025-05-19 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −3.10% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||