FXAIX
Fidelity 500 Index Fund
$264.02−0.91 (−0.34%)Close Nov 12, 2026
May 4, 2011 – Nov 12, 2026, Dividends reinvested
- Final balance
- $74,306
- CAGR
- +13.79%
- Max drawdown
- −33.79%
- Sharpe ratio
- 0.84
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Growth of $10,000
Trailing returns (%)
FXAIX's average annual return was 15.23% over the last 10 years, through Nov 12, 2026. $10,000 in FXAIX on Nov 11, 2016 grew to $41,287 by Nov 12, 2026, with dividends reinvested.
Total
- 1M
- −2.69%
- 3M
- −1.75%
- 6M
- +3.15%
- YTD
- +11.97%
- 1Y
- +12.10%
Per year
- 3Y
- +21.34%
- 5Y
- +11.70%
- 10Y
- +15.23%
- 15Y
- +14.74%
- Since 2011
- +13.79%
Annual returns
2011 from May 4 · 2026 through Nov 12
FXAIX returns by year
| Year | Return |
|---|---|
| 2026 through Nov 12 | +11.97% |
| 2025 | +17.84% |
| 2024 | +25.01% |
| 2023 | +26.29% |
| 2022 | −18.14% |
| 2021 | +28.71% |
| 2020 | +18.42% |
| 2019 | +31.48% |
| 2018 | −4.43% |
| 2017 | +21.82% |
| 2016 | +11.97% |
| 2015 | +1.38% |
| 2014 | +13.66% |
Metrics
Since 2011| Volatility | 17.21% |
|---|---|
| Sortino ratio | 1.18 |
| Calmar ratio | 0.41 |
| Best year, 2013 | +32.38% |
| Worst year, 2022 | −18.14% |
| Positive years | 12 of 14 |
| Longest drawdown | 1.9 years |
Worst drawdowns
Since 2011| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −33.8% | Feb 2020 | Mar 2020 | Aug 2020 | 6 months |
| −24.5% | Jan 2022 | Oct 2022 | Dec 2023 | 1.9 years |
| −19.4% | Sep 2018 | Dec 2018 | Apr 2019 | 7 months |
| −18.8% | Jul 2011 | Oct 2011 | Feb 2012 | 7 months |
| −18.8% | Feb 2025 | Apr 2025 | Jun 2025 | 4 months |