All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2024-12-31 to Tue 2025-06-24 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
FXAIX × |
+2.48%
2025-06-24 |
4.064 TRR
2025-06-24 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2024-12-31 to Tue 2025-06-24 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
FXAIX × |
+2.48%
+5.25%/yr |
−7.54%/yr
(R2=0.053) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2024-12-31 to Tue 2025-06-24 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
FXAIX × |
$10,000.00
2024-12-31 |
$10,248.31
2025-06-24 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Year | FXAIX |
---|---|
2025 (YTD) | +2.48% |
2024 | +21.51% |
2023 | +22.19% |
2022 | −23.11% |
2021 | +20.25% |
2020 | +16.83% |
2019 | +28.39% |
2018 | −6.80% |
2017 | +19.08% |
2016 | +9.15% |
2015 | +0.37% |
2014 | +13.43% |
2013 | +30.45% |
2012 | +14.02% |
2011 | −6.13% |
Tue 2024-12-31 to Tue 2025-06-24 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
FXAIX × | −1.12% |
−18.88%
2025-04-08 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||