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FXAIX · Fidelity 500 Index Fund

Over the last 15 years (2011-10 to 2026-10), $10,000 invested in FXAIX with dividends reinvested grew to $88,294, 15.53% a year, with a worst peak-to-trough fall of -23.88%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-10 to 2026-10 · dividends reinvested

CAGR (annualized return)
15.53%
Volatility (annualized)
14.03%
Worst drawdown
-23.88%
Sharpe ratio
0.98

How FXAIX held up in past market crashes

FXAIX has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 33.8% in the 2020 COVID crash, when the S&P 500 fell 34.1%. It took 5 months from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.

Deepest price fall and recovery time of FXAIX in each market crash, next to the S&P 500
CrashFXAIX deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-20.5%-20.2%Sep 2018 to Dec 20186 months
2020 COVID crash-33.8%-34.1%Feb 2020 to Mar 20205 months
2022 bear market-25.4%-25.4%Jan 2022 to Oct 202215 months

Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.

About FXAIX

Fidelity 500 Index Fund is a mutual fund designed to closely track the performance of the S&P 500 Index, which measures the returns and characteristics of 500 large-cap U.S. companies. By holding each constituent security at approximately the same weight as the index, the fund provides broad exposure to the largest and most influential sectors of the U.S. economy, including technology, healthcare, financial services, and consumer discretionary.

Fund description from our market-data provider.

Put FXAIX to the test

Every tool below opens prefilled with FXAIX: free, no account needed.

Educational use only, not investment advice. Results are hypothetical.Read full disclaimer

This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.