FXAIX
Fidelity 500 Index Fund
Mutual fund
$269.70+1.37 (+0.51%)Close Sep 25, 2026
FXAIX returned 14.05% a year from May 2011 to Sep 2026, turning $10,000 into $75,702. It fell 33.79% from Feb 2020 to Mar 2020, and it took 6 months to get back to its high.
May 4, 2011 – Sep 25, 2026
| $10,000 became | CAGR | Max drawdown | Sharpe ratio |
|---|---|---|---|
| $75,702 | 14.05% | −33.79% | 0.85 |
| $10,000 became | $75,702 |
|---|---|
| CAGR | 14.05% |
| Max drawdown | −33.79% |
| Sharpe ratio | 0.85 |
Loading the growth chart…
Growth of $10,000
- FXAIX
Trailing returns
| Period | FXAIX |
|---|---|
| 1M | +0.97% |
| 3M | +5.53% |
| 6M | +18.12% |
| YTD | +14.07% |
| 1Y | +18.60% |
| 3Y | +22.89% |
| 5Y | +13.28% |
| 10Y | +15.48% |
| 15Y | +15.72% |
| Since 2011 | +14.05% |
Metrics
| Return | FXAIX |
|---|---|
| Final balance | $75,702 |
| Total return | 657.02% |
| CAGR | 14.05% |
| Calendar years | FXAIX |
| Best year | 32.38% |
| Worst year | −18.14% |
| Positive years | 12 of 14 |
| Risk | FXAIX |
| Max drawdown | −33.79% |
| Longest drawdown | 1.9 years |
| Volatility (annualized) | 17.21% |
| Risk-adjusted | FXAIX |
| Sharpe ratio | 0.85 |
| Sortino ratio | 1.20 |
| Calmar ratio | 0.42 |
| Return | FXAIX |
|---|---|
| Final balance | $75,702 |
| Total return | 657.02% |
| CAGR | 14.05% |
| Calendar years | FXAIX |
| Best year | 32.38% |
| Worst year | −18.14% |
| Positive years | 12 of 14 |
| Risk | FXAIX |
|---|---|
| Max drawdown | −33.79% |
| Longest drawdown | 1.9 years |
| Volatility (annualized) | 17.21% |
| Risk-adjusted | FXAIX |
| Sharpe ratio | 0.85 |
| Sortino ratio | 1.20 |
| Calmar ratio | 0.42 |
Worst drawdowns
| Decline | Peak | Bottom | Recovered |
|---|---|---|---|
| −33.8% | Feb 2020 | Mar 2020 | Aug 2020 |
| −24.5% | Jan 2022 | Oct 2022 | Dec 2023 |
| −19.4% | Sep 2018 | Dec 2018 | Apr 2019 |
| −18.8% | Jul 2011 | Oct 2011 | Feb 2012 |
| −18.8% | Feb 2025 | Apr 2025 | Jun 2025 |
Annual returns
| Year | FXAIX |
|---|---|
| 2011from May 4 | −5.72% |
| 2012 | +15.97% |
| 2013 | +32.38% |
| 2014 | +13.66% |
| 2015 | +1.38% |
| 2016 | +11.97% |
| 2017 | +21.82% |
| 2018 | −4.43% |
| 2019 | +31.48% |
| 2020 | +18.42% |
| 2021 | +28.71% |
| 2022 | −18.14% |
| 2023 | +26.29% |
| 2024 | +25.01% |
| 2025 | +17.84% |
| 2026to Sep 25 | +14.07% |