All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2011-05-10? to Thu 2025-07-03 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPY × |
+5.16%
2025-07-03 |
11.35 TRR
2025-07-03 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
FXAIX × |
+5.61%
2025-07-03 |
4.188 TRR
2025-07-03 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Thu 2025-07-03 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+316.48%
+10.61%/yr |
+10.55%/yr
(R2=0.959) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
FXAIX × |
+318.80%
+10.65%/yr |
+10.51%/yr
(R2=0.958) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Thu 2025-07-03 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
2011-05-10 |
$41,647.69
2025-07-03 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
FXAIX × |
$10,000.00
2011-05-10 |
$41,880.15
2025-07-03 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Year | SPY | FXAIX |
---|---|---|
2025 (YTD) | +5.16% | +5.61% |
2024 | +21.39% | +21.51% |
2023 | +22.09% | +22.20% |
2022 | −23.15% | −23.11% |
2021 | +20.27% | +20.24% |
2020 | +16.74% | +16.83% |
2019 | +28.29% | +28.40% |
2018 | −6.36% | −6.80% |
2017 | +19.19% | +19.09% |
2016 | +9.73% | +9.14% |
2015 | +0.50% | +0.39% |
2014 | +12.61% | +13.43% |
2013 | +30.35% | +30.42% |
2012 | +14.01% | +14.03% |
2011 | −1.05% | −6.13% |
2010 | +13.36% | — |
2009 | +23.00% | — |
2008 | −36.85% | — |
2007 | +1.01% | — |
2006 | +13.00% | — |
2005 | +1.35% | — |
2004 | +7.20% | — |
2003 | +25.82% | — |
2002 | −23.40% | — |
2001 | −13.11% | — |
2000 | −12.70% | — |
1999 | +17.24% | — |
1998 | +26.65% | — |
1997 | +31.24% | — |
1996 | +18.56% | — |
1995 | +34.63% | — |
1994 | −2.20% | — |
1993 | +6.28% | — |
Tue 2011-05-10? to Thu 2025-07-03 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPY × | 0.00% |
−33.67%
2020-03-23 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
FXAIX × | 0.00% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||