All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
| Mon 2017-05-15💬 to Thu 2026-06-18 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FZAFX × |
+9.07%
2026-06-18 |
+22.74%
2026-06-18 |
||||
| Fidelity Advisor Equity Growth Fund Class Z Mutual Fund | ||||||
| FSKAX × |
+6.93%
2026-06-18 |
+22.13%
2026-06-18 |
||||
| Fidelity Total Market Index Fund Mutual Fund | ||||||
| FITLX × |
+5.56%
2026-06-18 |
+22.27%
2026-06-18 |
||||
| Fidelity US Sustainability Index Fund In Mutual Fund | ||||||
| OIEJX × |
+8.41%
2026-06-18 |
+19.95%
2026-06-18 |
||||
| Jpmorgan Equity Income Fund Class R6 Mutual Fund | ||||||
| FXAIX × |
+6.34%
2026-06-18 |
+21.75%
2026-06-18 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Mon 2017-05-15💬 to Thu 2026-06-18 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FZAFX × |
+566.13%
+23.19%/yr |
+21.82%/yr
(R2=0.939) |
||||
| Fidelity Advisor Equity Growth Fund Class Z Mutual Fund | ||||||
| FSKAX × |
+151.78%
+10.69%/yr |
+9.18%/yr
(R2=0.851) |
||||
| Fidelity Total Market Index Fund Mutual Fund | ||||||
| FITLX × |
+170.87%
+11.58%/yr |
+10.28%/yr
(R2=0.885) |
||||
| Fidelity US Sustainability Index Fund In Mutual Fund | ||||||
| OIEJX × |
+95.84%
+7.67%/yr |
+6.21%/yr
(R2=0.845) |
||||
| Jpmorgan Equity Income Fund Class R6 Mutual Fund | ||||||
| FXAIX × |
+164.68%
+11.30%/yr |
+9.95%/yr
(R2=0.885) |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Mon 2017-05-15💬 to Thu 2026-06-18 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FZAFX × |
$10,000.00
2017-05-15 |
$66,613.00
2026-06-18 |
||||
| Fidelity Advisor Equity Growth Fund Class Z Mutual Fund | ||||||
| FSKAX × |
$10,000.00
2017-05-15 |
$25,178.06
2026-06-18 |
||||
| Fidelity Total Market Index Fund Mutual Fund | ||||||
| FITLX × |
$10,000.00
2017-05-15 |
$27,086.96
2026-06-18 |
||||
| Fidelity US Sustainability Index Fund In Mutual Fund | ||||||
| OIEJX × |
$10,000.00
2017-05-15 |
$19,584.00
2026-06-18 |
||||
| Jpmorgan Equity Income Fund Class R6 Mutual Fund | ||||||
| FXAIX × |
$10,000.00
2017-05-15 |
$26,468.21
2026-06-18 |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Year | FZAFX | FSKAX | FITLX | OIEJX | FXAIX |
|---|---|---|---|---|---|
| 2026 (YTD) | +9.07% | +6.93% | +5.56% | +8.41% | +6.34% |
| 2025 | +12.26% | +14.01% | +15.67% | +11.95% | +15.12% |
| 2024 | +40.81% | +20.42% | +20.13% | +9.61% | +21.51% |
| 2023 | +32.03% | +22.04% | +24.86% | +1.64% | +22.20% |
| 2022 | −27.56% | −24.42% | −25.12% | −7.60% | −23.11% |
| 2021 | +29.56% | +17.40% | +23.13% | +17.18% | +20.24% |
| 2020 | +59.16% | +19.17% | +17.09% | +2.48% | +16.83% |
| 2019 | +44.86% | +28.00% | +28.78% | +23.78% | +28.55% |
| 2018 | +5.76% | −7.09% | −4.93% | −6.01% | −6.22% |
| 2017 | +50.02% | +18.69% | +11.90% | +15.42% | +19.30% |
| 2016 | +4.77% | +10.39% | — | +12.83% | +9.70% |
| 2015 | +8.87% | −0.30% | — | −2.67% | +0.64% |
| 2014 | +10.53% | +11.65% | — | +13.15% | +12.82% |
| 2013 | +15.61% | +31.47% | — | +29.85% | +30.43% |
| 2012 | — | +14.41% | — | +8.92% | +14.03% |
| 2011 | — | +6.42% | — | — | −6.13% |
| Mon 2017-05-15💬 to Thu 2026-06-18 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FZAFX × |
−2.34%
from 2026-06-02 peak |
−32.74%
2022-10-14 from 2021-12-28 peak |
||||
| Fidelity Advisor Equity Growth Fund Class Z Mutual Fund | ||||||
| FSKAX × |
−1.31%
from 2026-06-02 peak |
−34.96%
2020-03-23 from 2020-02-19 peak |
||||
| Fidelity Total Market Index Fund Mutual Fund | ||||||
| FITLX × |
−1.60%
from 2026-06-01 peak |
−34.31%
2020-03-23 from 2020-02-19 peak |
||||
| Fidelity US Sustainability Index Fund In Mutual Fund | ||||||
| OIEJX × |
−0.74%
from 2026-06-16 peak |
−36.92%
2020-03-23 from 2020-01-17 peak |
||||
| Jpmorgan Equity Income Fund Class R6 Mutual Fund | ||||||
| FXAIX × |
−1.53%
from 2026-06-02 peak |
−33.75%
2020-03-23 from 2020-02-19 peak |
||||
| Fidelity 500 Index Fund Mutual Fund | ||||||
| Period ending Thu 2026-06-18 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FZAFX × | +22.74% |
+42.70% +19.46%/yr |
+90.59% +23.98%/yr |
+100.55% +14.93%/yr |
+768.52% +24.13%/yr |
|
| Fidelity Advisor Equity Growth Fund Class Z Mutual Fund | ||||||
| FSKAX × | +22.13% |
+31.94% +14.86%/yr |
+59.65% +16.88%/yr |
+47.94% +8.15%/yr |
+193.76% +11.38%/yr |
|
| Fidelity Total Market Index Fund Mutual Fund | ||||||
| FITLX × | +22.27% |
+28.86% +13.52%/yr |
+60.60% +17.11%/yr |
+55.68% +9.26%/yr |
— | |
| Fidelity US Sustainability Index Fund In Mutual Fund | ||||||
| OIEJX × | +19.95% |
+29.30% +13.71%/yr |
+39.84% +11.83%/yr |
+34.70% +6.14%/yr |
+122.21% +8.31%/yr |
|
| Jpmorgan Equity Income Fund Class R6 Mutual Fund | ||||||
| FXAIX × | +21.75% |
+31.53% +14.69%/yr |
+61.15% +17.24%/yr |
+56.35% +9.35%/yr |
+207.74% +11.90%/yr |
|
| Fidelity 500 Index Fund Mutual Fund | ||||||