All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
Tue 2011-05-10? to Fri 2025-08-01 |
YTD
Return |
TRR
Price |
||||
---|---|---|---|---|---|---|
SPY × |
+4.18%
2025-08-01 |
11.24 TRR
2025-08-01 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
FXAIX × |
+4.60%
2025-08-01 |
4.195 TRR
2025-08-01 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Fri 2025-08-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SPY × |
+312.58%
+10.47%/yr |
+10.55%/yr
(R2=0.960) |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
FXAIX × |
+319.55%
+10.60%/yr |
+10.66%/yr
(R2=0.960) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Fri 2025-08-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SPY × |
$10,000.00
2011-05-10 |
$41,258.21
2025-08-01 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
FXAIX × |
$10,000.00
2011-05-10 |
$41,954.71
2025-08-01 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Year | SPY | FXAIX |
---|---|---|
2025 (YTD) | +4.18% | +4.60% |
2024 | +21.39% | +21.51% |
2023 | +22.09% | +22.20% |
2022 | −23.15% | −23.11% |
2021 | +20.27% | +20.25% |
2020 | +16.74% | +16.82% |
2019 | +28.29% | +28.55% |
2018 | −6.35% | −6.22% |
2017 | +19.19% | +19.30% |
2016 | +9.73% | +9.71% |
2015 | +0.50% | +0.64% |
2014 | +12.61% | +12.82% |
2013 | +30.35% | +30.41% |
2012 | +14.01% | +14.04% |
2011 | −1.04% | −6.14% |
2010 | +13.36% | — |
2009 | +23.00% | — |
2008 | −36.85% | — |
2007 | +1.02% | — |
2006 | +13.00% | — |
2005 | +1.35% | — |
2004 | +7.21% | — |
2003 | +25.82% | — |
2002 | −23.41% | — |
2001 | −13.10% | — |
2000 | −12.70% | — |
1999 | +17.24% | — |
1998 | +26.66% | — |
1997 | +31.23% | — |
1996 | +18.56% | — |
1995 | +34.65% | — |
1994 | −2.23% | — |
1993 | +6.29% | — |
Tue 2011-05-10? to Fri 2025-08-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SPY × | −2.46% |
−33.67%
2020-03-23 |
||||
SPDR S&P 500 ETF Trust Exchange-Traded Fund | ||||||
FXAIX × | −2.39% |
−33.75%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||