Fidelity 500 Index Fund trailing returns
Fidelity 500 Index Fund's 10-year return is +15.4% a year (CAGR) (+320.3% cumulative). How Fidelity 500 Index Fund (FXAIX) has performed over the last day, week, month and year, over 5 and 10 years, and since inception, through October 19, 2026 — price return and dividends side by side, with the worst drop inside each window.
Trailing returns by period#
To 2026-10-19. Price return + dividends = total return. Per year (CAGR) for windows of a year or more, with the cumulative total return beneath. Worst drop: the deepest fall in the price from a high inside the window, and when it bottomed.
| Period | Price | DivsDividends | Total | Worst drop |
|---|---|---|---|---|
| 1 day | +0.4% | +0.0% | +0.4% | — |
| 5 days | -1.5% | +0.0% | -1.5% | -1.9%Oct 16 |
| 1 month | +0.3% | +0.3% | +0.6% | -2.0%Oct 16 |
| YTD | +12.4% | +0.9% | +13.4% | -8.9%Mar 30 |
| 1 year | +15.4% | +1.3% | +16.7% | -8.9%Mar 2026 |
| 5 years | +11.2% | +1.6% | +12.8%+82.6% | -25.4%Oct 2022 |
| 10 years | +13.5% | +2.0% | +15.4%+320.3% | -33.8%Mar 2020 |
| Since inception (2015) | +12.5% | +2.0% | +14.5%+336.9% | -33.8%Mar 2020 |
Growth of FXAIX#
Actual level with dividends reinvested (solid); dashed lines are each window's constant-rate path from start to today.
- 5 years+12.8%/year · +82.6%
- 10 years+15.4%/year · +320.3%
Methodology#
Trailing returns measure from the closest close about N years before the latest close (2026-10-19). Cumulative return is the total change over the window; annualized return is the compound annual growth rate (CAGR), shown for windows of a year or more. Price return is the change in FXAIX's closing price; total return reinvests dividends (from its split- and dividend-adjusted closes); the dividends column is the difference between the two. The worst drop is the largest fall in the closing price from a high to a later low inside the window, the way a drawdown is usually quoted. See the year-by-year returns for the calendar breakdown. Past performance does not predict future returns; not investment advice.
FAQ#
- What is Fidelity 500 Index Fund's 10-year return?
- Over the last 10 years, Fidelity 500 Index Fund (FXAIX) returned about +15.4% a year annualized (+320.3% cumulative total return).
- What is Fidelity 500 Index Fund's return since inception?
- Since 2015, Fidelity 500 Index Fund (FXAIX) has compounded at about +14.5% a year — +336.9% in total.