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Fidelity 500 Index Fund (FXAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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154.27-1.42 (-0.91%)
At close: 8:01PM EDT

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return8.85%
5-Year Average Return11.46%
Number of Years Up8
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)32.37%
Worst 1 Yr Total Return (Feb 3, 2019)-4.40%
Best 3-Yr Total Return32.37%
Worst 3-Yr Total Return8.87%

Trailing Returns (%) Vs. Benchmarks

ReturnFXAIXCategory
YTD17.99%12.98%
1-Month2.37%0.96%
3-Month5.50%10.42%
1-Year37.50%40.70%
3-Year18.34%16.28%
5-Year15.25%15.72%
10-Year15.34%12.84%
Last Bull Market25.11%24.09%
Last Bear Market-16.26%-17.63%

Annual Total Return (%) History

Year
FXAIXCategory
2021
N/AN/A
2020
18.40%15.83%
2019
31.47%28.78%
2018
-4.40%-6.27%
2017
21.81%20.44%
2016
11.97%10.37%
2015
1.38%-1.07%
2014
13.66%10.96%
2013
32.37%31.50%
2012
15.99%14.96%
2011
N/A-1.27%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20216.18%N/AN/AN/A
2020-19.59%20.53%8.94%12.14%
201913.65%4.30%1.69%9.06%
2018-0.77%3.43%7.71%-13.53%
20176.05%3.09%4.47%6.65%
20161.35%2.46%3.85%3.83%
20150.95%0.29%-6.44%7.03%
20141.80%5.23%1.12%4.92%
201310.60%2.90%5.24%10.52%
201212.58%-2.77%6.36%-0.38%
2011-13.88%11.82%N/AN/A

Rank In Category (By Total Return)

YTD42
1-Month31
3-Month26
1-Year50
3-Year26
5-Year25

Load Adjusted Returns

1-Year40.79%
3-Year18.66%
5-Year17.63%
10-Year14.83%