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 Fri 2026-05-15 YTD
Return
1 Year
Return
FZROX
×
+5.46%
2026-05-15
+21.67%
2026-05-15
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
+5.60%
2026-05-15
+22.01%
2026-05-15
Fidelity 500 Index Fund Mutual Fund

Returns

Fri 2018-08-03? to Fri 2026-05-15 Overall
Return
Exponential
Trendline
FZROX
×
+113.84%
+10.26%/yr
+9.41%/yr
(R2=0.797)
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
+123.76%
+10.91%/yr
+10.05%/yr
(R2=0.834)
Fidelity 500 Index Fund Mutual Fund

Growth of $10,000

Fri 2018-08-03? to Fri 2026-05-15 Start
Value
End
Value
FZROX
×
$10,000.00
2018-08-03
$21,384.07
2026-05-15
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
$10,000.00
2018-08-03
$22,376.21
2026-05-15
Fidelity 500 Index Fund Mutual Fund

Annual Returns

Year FZROX FXAIX
2026 (YTD) +5.46% +5.60%
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 Fri 2026-05-15 Current
Drawdown
Worst
Drawdown
FZROX
×
−1.32%
from 2026-05-14 peak
−34.92%
2020-03-23
from 2020-02-19 peak
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
−1.23%
from 2026-05-14 peak
−33.75%
2020-03-23
from 2020-02-19 peak
Fidelity 500 Index Fund Mutual Fund

Rolling Returns

Period ending Fri 2026-05-15 1
Year
2
Years
3
Years
5
Years
10
Years
FZROX
×
+21.67% +33.44%
+15.53%/yr
+68.27%
+18.94%/yr
+46.77%
+7.97%/yr
Fidelity Zero Total Market Index Fund Mutual Fund
FXAIX
×
+22.01% +35.08%
+16.23%/yr
+70.41%
+19.44%/yr
+53.70%
+8.97%/yr
+208.74%
+11.93%/yr
Fidelity 500 Index Fund Mutual Fund