All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

Total Real Returns

FZAFX,FSKAX,FITLX,OIEJX,FXAIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

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

Returns

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

Growth of $10,000

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

Annual Returns

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%

Drawdowns

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

Rolling Returns

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