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