All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FZROX real return snapshot: after CPI-U inflation, FZROX returned +21.10% over the past year and +5.35% YTD, with dividends reinvested. Since Aug. 3, 2018, FZROX is up +113.63% in real purchasing-power return, or +10.17%/yr, and is currently −3.01% below its real total-return high on Jun. 2, 2026.
| Fri 2018-08-03💬 to Fri 2026-06-05 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FZROX × |
+5.35%
2026-06-05 |
+21.10%
2026-06-05 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| Fri 2018-08-03💬 to Fri 2026-06-05 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FZROX × |
+113.63%
+10.17%/yr |
+9.48%/yr
(R2=0.801) |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| Fri 2018-08-03💬 to Fri 2026-06-05 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FZROX × |
$10,000.00
2018-08-03 |
$21,362.97
2026-06-05 |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| Year | FZROX |
|---|---|
| 2026 (YTD) | +5.35% |
| 2025 | +14.18% |
| 2024 | +20.47% |
| 2023 | +22.12% |
| 2022 | −24.11% |
| 2021 | +17.92% |
| 2020 | +18.90% |
| 2019 | +28.30% |
| 2018 | −11.55% |
| Fri 2018-08-03💬 to Fri 2026-06-05 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FZROX × |
−3.01%
from 2026-06-02 peak |
−34.92%
2020-03-23 from 2020-02-19 peak |
||||
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
| Period ending Fri 2026-06-05 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FZROX × | +21.10% |
+32.86% +15.28%/yr |
+62.75% +17.62%/yr |
+45.03% +7.72%/yr |
— | |
| Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
