All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Fri 2018-08-03? to Wed 2025-06-25 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPLG × |
+2.97%
2025-06-25 |
4.455 TRR
2025-06-25 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
FZROX × |
+1.73%
2025-06-25 |
1.795 TRR
2025-06-25 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Fri 2018-08-03? to Wed 2025-06-25 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPLG × |
+88.50%
+9.63%/yr |
+9.16%/yr
(R2=0.762) |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
FZROX × |
+79.46%
+8.85%/yr |
+8.42%/yr
(R2=0.704) |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Fri 2018-08-03? to Wed 2025-06-25 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPLG × |
$10,000.00
2018-08-03 |
$18,850.00
2025-06-25 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
FZROX × |
$10,000.00
2018-08-03 |
$17,945.67
2025-06-25 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||
Year | SPLG | FZROX |
---|---|---|
2025 (YTD) | +2.97% | +1.73% |
2024 | +21.51% | +20.46% |
2023 | +22.14% | +22.08% |
2022 | −23.07% | −24.11% |
2021 | +20.32% | +17.55% |
2020 | +16.90% | +18.92% |
2019 | +29.06% | +28.08% |
2018 | −6.57% | −11.71% |
2017 | +18.80% | — |
2016 | +9.56% | — |
2015 | +0.40% | — |
2014 | +12.83% | — |
2013 | +31.20% | — |
2012 | +13.18% | — |
2011 | −1.19% | — |
2010 | +14.19% | — |
2009 | +23.82% | — |
2008 | −36.95% | — |
2007 | +1.62% | — |
2006 | +11.73% | — |
2005 | +2.86% | — |
Fri 2018-08-03? to Wed 2025-06-25 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPLG × | −1.38% |
−33.83%
2020-03-23 |
||||
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund | ||||||
FZROX × | −2.27% |
−34.91%
2020-03-23 |
||||
Fidelity Zero Total Market Index Fund Mutual Fund | ||||||