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