SPY,FDVV,FSDIX,FEQIX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

Thu 2016-09-15? to Fri 2026-04-17	YTD Return	TRR Price
SPY ×	+2.32% 2026-04-17	12.66 TRR 2026-04-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund
FDVV ×	+3.10% 2026-04-17	2.411 TRR 2026-04-17
Fidelity High Dividend ETF Exchange-Traded Fund
FSDIX ×	+7.49% 2026-04-17	3.316 TRR 2026-04-17
Fidelity Strategic Dividend & Income Fund Mutual Fund
FEQIX ×	+5.49% 2026-04-17	12.28 TRR 2026-04-17
Fidelity Equity-Income Fund Mutual Fund

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Returns

Thu 2016-09-15? to Fri 2026-04-17	Overall Return	Exponential Trendline
SPY ×	+181.66% +11.41%/yr	+9.90%/yr (R2=0.900)
SPDR S&P 500 ETF Trust Exchange-Traded Fund
FDVV ×	+141.06% +9.61%/yr	+8.58%/yr (R2=0.895)
Fidelity High Dividend ETF Exchange-Traded Fund
FSDIX ×	+78.22% +6.21%/yr	+4.77%/yr (R2=0.793)
Fidelity Strategic Dividend & Income Fund Mutual Fund
FEQIX ×	+114.08% +8.27%/yr	+6.71%/yr (R2=0.865)
Fidelity Equity-Income Fund Mutual Fund

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Growth of $10,000

Thu 2016-09-15? to Fri 2026-04-17	Start Value	End Value
SPY ×	$10,000.00 2016-09-15	$28,165.63 2026-04-17
SPDR S&P 500 ETF Trust Exchange-Traded Fund
FDVV ×	$10,000.00 2016-09-15	$24,105.91 2026-04-17
Fidelity High Dividend ETF Exchange-Traded Fund
FSDIX ×	$10,000.00 2016-09-15	$17,822.06 2026-04-17
Fidelity Strategic Dividend & Income Fund Mutual Fund
FEQIX ×	$10,000.00 2016-09-15	$21,408.05 2026-04-17
Fidelity Equity-Income Fund Mutual Fund

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Annual Returns

Year	SPY	FDVV	FSDIX	FEQIX
2026 (YTD)	+2.32%	+3.10%	+7.49%	+5.49%
2025	+14.65%	+14.05%	+10.09%	+15.86%
2024	+21.39%	+18.40%	+8.41%	+12.11%
2023	+22.09%	+14.18%	+5.94%	+7.04%
2022	−23.14%	−10.03%	−15.32%	−10.86%
2021	+20.27%	+20.75%	+11.18%	+16.29%
2020	+16.74%	+1.42%	+9.71%	+5.34%
2019	+28.29%	+21.28%	+19.76%	+25.04%
2018	−6.36%	−3.10%	−6.08%	−10.16%
2017	+19.19%	+11.61%	+9.83%	+11.04%
2016	+9.73%	+4.93%	+10.46%	+15.03%
2015	+0.50%	—	−1.86%	−4.23%
2014	+12.61%	—	+12.85%	+8.23%
2013	+30.35%	—	+16.10%	+25.80%
2012	+14.01%	—	+12.82%	+15.26%
2011	−1.04%	—	+4.22%	−7.40%
2010	+13.36%	—	+12.46%	+13.43%
2009	+23.02%	—	+34.14%	+26.15%
2008	−36.85%	—	−41.22%	−41.69%
2007	+1.01%	—	−0.65%	−2.33%
2006	+13.00%	—	+11.48%	+17.18%
2005	+1.35%	—	+6.17%	+2.38%
2004	+7.21%	—	+9.81%	+7.88%
2003	+25.82%	—	—	+27.57%
2002	−23.41%	—	—	−19.08%
2001	−13.10%	—	—	−6.41%
2000	−12.70%	—	—	+5.30%
1999	+17.24%	—	—	+5.21%
1998	+26.65%	—	—	+10.93%
1997	+31.25%	—	—	+27.82%
1996	+18.63%	—	—	+17.17%
1995	+34.60%	—	—	+28.76%
1994	−2.22%	—	—	−2.20%
1993	+6.22%	—	—	+18.05%
1992	—	—	—	+10.38%
1991	—	—	—	+25.56%
1990	—	—	—	−18.90%
1989	—	—	—	+13.65%
1988	—	—	—	+17.23%
1987	—	—	—	−5.91%
1986	—	—	—	−2.22%

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Drawdowns

Thu 2016-09-15? to Fri 2026-04-17	Current Drawdown	Worst Drawdown
SPY ×	0.00%	−33.67% 2020-03-23
SPDR S&P 500 ETF Trust Exchange-Traded Fund
FDVV ×	−1.87%	−40.24% 2020-03-23
Fidelity High Dividend ETF Exchange-Traded Fund
FSDIX ×	−1.08%	−30.01% 2020-03-23
Fidelity Strategic Dividend & Income Fund Mutual Fund
FEQIX ×	−1.79%	−33.30% 2020-03-23
Fidelity Equity-Income Fund Mutual Fund