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

Total Real Returns

FZROX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FZROX real return snapshot: after CPI-U inflation, FZROX returned +16.44% over the past year and +9.93% YTD, with dividends reinvested. Since Aug. 3, 2018, FZROX is up +122.91% in real purchasing-power return, or +10.45%/yr, and is currently −1.69% below its real total-return high on Aug. 13, 2026.

Data ending Wed Aug. 26, 2026

Growth of $10,000

Fri 2018-08-03💬 to Wed 2026-08-26 Overall
Return
Exponential
Trendline
FZROX
×
+122.91%
+10.45%/yr
+9.70%/yr
R2=0.817
Fidelity Zero Total Market Index Fund Mutual Fund

Growth of $10,000 Summary

Fri 2018-08-03💬 to Wed 2026-08-26 Start
Value
End
Value
FZROX
×
$10,000.00
2018-08-03
$22,290.92
2026-08-26

This Year’s Performance

through 2026-08-26

  YTD YoY
FZROX
×
+9.93% +16.44%

Drawdowns

  Current
Drawdown
Worst
Drawdown
FZROX
×
−1.69%
on 2026-08-26
from 2026-08-13 peak
−34.92%
on 2020-03-23
from 2020-02-19 peak

Rolling Returns

Period ending Wed 2026-08-26 1 yr 2 yr 3 yr 5 yr 10 yr
FZROX
×
+16.44% +31.89%
+14.84%/yr
+65.53%
+18.29%/yr
+45.62%
+7.81%/yr

Annual Returns

Year FZROX
2026 (YTD) +9.93%
2025 +14.18%
2024 +20.47%
2023 +22.12%
2022 −24.11%
2021 +17.92%
2020 +18.90%
2019 +28.30%
2018 −11.55%