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

Total Real Returns

SPLG,FZROX,VOO,FNILX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Wed 2018-09-26? to Mon 2025-07-14 YTD
Return
TRR
Price
SPLG
×
+4.39%
2025-07-14
4.572 TRR
2025-07-14
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
FZROX
×
+4.61%
2025-07-14
1.844 TRR
2025-07-14
Fidelity Zero Total Market Index Fund Mutual Fund
VOO
×
+4.41%
2025-07-14
5.058 TRR
2025-07-14
Vanguard S&P 500 ETF Exchange-Traded Fund
FNILX
×
+4.63%
2025-07-14
1.895 TRR
2025-07-14
Fidelity Zero Large Cap Index Fund Mutual Fund

Returns

Wed 2018-09-26? to Mon 2025-07-14 Overall
Return
Exponential
Trendline
SPLG
×
+88.83%
+9.80%/yr
+9.26%/yr
(R2=0.758)
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
FZROX
×
+80.31%
+9.06%/yr
+8.53%/yr
(R2=0.700)
Fidelity Zero Total Market Index Fund Mutual Fund
VOO
×
+88.17%
+9.75%/yr
+9.23%/yr
(R2=0.757)
Vanguard S&P 500 ETF Exchange-Traded Fund
FNILX
×
+89.54%
+9.86%/yr
+9.18%/yr
(R2=0.735)
Fidelity Zero Large Cap Index Fund Mutual Fund

Growth of $10,000

Wed 2018-09-26? to Mon 2025-07-14 Start
Value
End
Value
SPLG
×
$10,000.00
2018-09-26
$18,882.61
2025-07-14
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
FZROX
×
$10,000.00
2018-09-26
$18,031.43
2025-07-14
Fidelity Zero Total Market Index Fund Mutual Fund
VOO
×
$10,000.00
2018-09-26
$18,817.04
2025-07-14
Vanguard S&P 500 ETF Exchange-Traded Fund
FNILX
×
$10,000.00
2018-09-26
$18,954.47
2025-07-14
Fidelity Zero Large Cap Index Fund Mutual Fund

Annual Returns

Year SPLG FZROX VOO FNILX
2025 (YTD) +4.39% +4.61% +4.41% +4.63%
2024 +21.49% +20.46% +21.48% +21.94%
2023 +22.17% +22.09% +22.23% +23.33%
2022 −23.08% −24.10% −23.14% −24.27%
2021 +20.32% +17.50% +20.33% +18.32%
2020 +16.91% +18.94% +16.73% +19.49%
2019 +29.03% +28.09% +28.43% +28.90%
2018 −6.55% −11.76% −6.29% −13.07%
2017 +18.77% +19.25%
2016 +9.56% +9.89%
2015 +0.40% +0.59%
2014 +12.87% +12.71%
2013 +31.14% +30.42%
2012 +13.25% +14.02%
2011 −1.25% −1.04%
2010 +14.19% +14.34%
2009 +23.82%
2008 −36.92%
2007 +1.57%
2006 +11.73%
2005 +2.86%

Drawdowns

Wed 2018-09-26? to Mon 2025-07-14 Current
Drawdown
Worst
Drawdown
SPLG
×
−0.20% −33.83%
2020-03-23
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund
FZROX
×
−0.27% −34.91%
2020-03-23
Fidelity Zero Total Market Index Fund Mutual Fund
VOO
×
−0.23% −33.95%
2020-03-23
Vanguard S&P 500 ETF Exchange-Traded Fund
FNILX
×
−0.22% −33.71%
2020-03-23
Fidelity Zero Large Cap Index Fund Mutual Fund