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

Total Real Returns

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

Fri 2018-08-03💬 to Mon 2026-06-29 YTD
Return
1 Year
Return
FZROX
×
+6.21%
2026-06-29
+17.77%
2026-06-29
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
+5.37%
2026-06-29
+16.99%
2026-06-29
Fidelity 500 Index Fund Mutual Fund

Returns

Fri 2018-08-03💬 to Mon 2026-06-29 Overall
Return
Exponential
Trendline
FZROX
×
+115.37%
+10.19%/yr
+9.53%/yr
(R2=0.806)
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
+123.28%
+10.70%/yr
+10.16%/yr
(R2=0.841)
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000

Fri 2018-08-03💬 to Mon 2026-06-29 Start
Value
End
Value
FZROX
×
$10,000.00
2018-08-03
$21,537.24
2026-06-29
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
$10,000.00
2018-08-03
$22,328.33
2026-06-29
Fidelity 500 Index Fund Mutual Fund

Annual Returns

Year FZROX FXAIX
2026 (YTD) +6.21% +5.37%
2025 +14.18% +15.12%
2024 +20.47% +21.51%
2023 +22.12% +22.20%
2022 −24.11% −23.11%
2021 +17.92% +20.24%
2020 +18.90% +16.83%
2019 +28.30% +28.55%
2018 −11.55% −6.22%
2017 +19.30%
2016 +9.70%
2015 +0.64%
2014 +12.82%
2013 +30.43%
2012 +14.03%
2011 −6.13%

Drawdowns

Fri 2018-08-03💬 to Mon 2026-06-29 Current
Drawdown
Worst
Drawdown
FZROX
×
−1.92%
from 2026-06-02 peak
−34.92%
2020-03-23
from 2020-02-19 peak
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
−2.42%
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 Mon 2026-06-29 1
Year
2
Years
3
Years
5
Years
10
Years
FZROX
×
+17.77% +31.57%
+14.70%/yr
+59.47%
+16.83%/yr
+44.60%
+7.65%/yr
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
+16.99% +30.94%
+14.43%/yr
+60.33%
+17.04%/yr
+50.89%
+8.58%/yr
+205.26%
+11.81%/yr
Fidelity 500 Index Fund Mutual Fund