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Fidelity 500 Index Fund (FXAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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178.15+2.22 (+1.26%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.98%
5-Year Average Return13.59%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)32.37%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return32.37%
Worst 3-Yr Total Return7.65%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFXAIXCategory
YTD6.03%14.84%
1-Month-4.09%1.65%
3-Month4.28%7.55%
1-Year22.66%40.47%
3-Year8.05%16.77%
5-Year13.18%16.15%
10-Year12.40%13.21%
Last Bull Market26.12%24.09%
Last Bear Market-16.10%-17.61%

Annual Total Return (%) History

Year
FXAIXCategory
2024
N/AN/A
2023
26.29%N/A
2022
-18.13%N/A
2021
28.69%N/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
202410.55%N/AN/AN/A
20237.50%8.73%-3.27%11.69%
2022-4.60%-16.10%-4.89%7.56%
20216.18%8.55%0.58%11.02%
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)

YTD35
1-Month37
3-Month36
1-Year36
3-Year22
5-Year19

Load Adjusted Returns

1-Year22.66%
3-Year8.05%
5-Year13.18%
10-Year12.40%