All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2017-05-15? to Thu 2026-04-02 |
YTD
Return |
TRR
Price |
||||
|---|---|---|---|---|---|---|
| FZAFX × |
−5.15%
2026-04-02 |
9.905 TRR
2026-04-02 |
||||
| Fidelity Advisor Equity Growth Fund Class Z Mutual Fund | ||||||
| FSKAX × |
−4.18%
2026-04-02 |
4.831 TRR
2026-04-02 |
||||
| Fidelity Total Market Index Fund Mutual Fund | ||||||
| FITLX × |
−6.07%
2026-04-02 |
2.411 TRR
2026-04-02 |
||||
| Fidelity US Sustainability Index Fund In Mutual Fund | ||||||
| OIEJX × |
+1.04%
2026-04-02 |
3.299 TRR
2026-04-02 |
||||
| Jpmorgan Equity Income Fund Class R6 Mutual Fund | ||||||
| FXAIX × |
−4.57%
2026-04-02 |
4.407 TRR
2026-04-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Mon 2017-05-15? to Thu 2026-04-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FZAFX × |
+479.23%
+21.87%/yr |
+21.89%/yr
(R2=0.935) |
||||
| Fidelity Advisor Equity Growth Fund Class Z Mutual Fund | ||||||
| FSKAX × |
+128.25%
+9.74%/yr |
+9.12%/yr
(R2=0.843) |
||||
| Fidelity Total Market Index Fund Mutual Fund | ||||||
| FITLX × |
+141.08%
+10.42%/yr |
+10.15%/yr
(R2=0.877) |
||||
| Fidelity US Sustainability Index Fund In Mutual Fund | ||||||
| OIEJX × |
+82.51%
+7.01%/yr |
+6.10%/yr
(R2=0.834) |
||||
| Jpmorgan Equity Income Fund Class R6 Mutual Fund | ||||||
| FXAIX × |
+137.54%
+10.23%/yr |
+9.81%/yr
(R2=0.877) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Mon 2017-05-15? to Thu 2026-04-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FZAFX × |
$10,000.00
2017-05-15 |
$57,922.89
2026-04-02 |
||||
| Fidelity Advisor Equity Growth Fund Class Z Mutual Fund | ||||||
| FSKAX × |
$10,000.00
2017-05-15 |
$22,825.07
2026-04-02 |
||||
| Fidelity Total Market Index Fund Mutual Fund | ||||||
| FITLX × |
$10,000.00
2017-05-15 |
$24,108.33
2026-04-02 |
||||
| Fidelity US Sustainability Index Fund In Mutual Fund | ||||||
| OIEJX × |
$10,000.00
2017-05-15 |
$18,251.09
2026-04-02 |
||||
| Jpmorgan Equity Income Fund Class R6 Mutual Fund | ||||||
| FXAIX × |
$10,000.00
2017-05-15 |
$23,753.88
2026-04-02 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Year | FZAFX | FSKAX | FITLX | OIEJX | FXAIX |
|---|---|---|---|---|---|
| 2026 (YTD) | −5.15% | −4.18% | −6.07% | +1.04% | −4.57% |
| 2025 | +12.25% | +14.01% | +15.66% | +11.92% | +15.12% |
| 2024 | +40.77% | +20.42% | +20.12% | +9.61% | +21.51% |
| 2023 | +32.06% | +22.03% | +24.90% | +1.65% | +22.20% |
| 2022 | −27.58% | −24.41% | −25.14% | −7.59% | −23.11% |
| 2021 | +29.59% | +17.40% | +23.10% | +17.14% | +20.25% |
| 2020 | +59.14% | +19.17% | +17.08% | +2.50% | +16.83% |
| 2019 | +44.87% | +28.19% | +28.82% | +23.81% | +28.55% |
| 2018 | +5.75% | −6.66% | −4.91% | −6.02% | −6.22% |
| 2017 | +50.01% | +19.52% | +11.92% | +15.37% | +19.31% |
| 2016 | +4.77% | +11.07% | — | +12.89% | +9.70% |
| 2015 | +8.89% | +0.24% | — | −2.70% | +0.65% |
| 2014 | +10.51% | +11.66% | — | +13.17% | +12.81% |
| 2013 | +15.62% | +31.46% | — | +29.83% | +30.43% |
| 2012 | — | +14.43% | — | +8.92% | +14.02% |
| 2011 | — | +6.41% | — | — | −6.13% |
| Mon 2017-05-15? to Thu 2026-04-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FZAFX × | −7.97% |
−32.75%
2022-10-14 |
||||
| Fidelity Advisor Equity Growth Fund Class Z Mutual Fund | ||||||
| FSKAX × | −6.20% |
−34.96%
2020-03-23 |
||||
| Fidelity Total Market Index Fund Mutual Fund | ||||||
| FITLX × | −8.25% |
−34.29%
2020-03-23 |
||||
| Fidelity US Sustainability Index Fund In Mutual Fund | ||||||
| OIEJX × | −5.34% |
−36.91%
2020-03-23 |
||||
| Jpmorgan Equity Income Fund Class R6 Mutual Fund | ||||||
| FXAIX × | −6.28% |
−33.75%
2020-03-23 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||