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FXAIX Fidelity 500 Index Fund

Over the last 15 years (2011-082026-09), $10,000 invested in FXAIX with dividends reinvested grew to $79,06414.61% a year — with a worst peak-to-trough fall of -23.88%. Past performance doesn't predict future results.

Growth of $10,000 · 2011-082026-09 · dividends reinvested

CAGR (annualized return)
14.61%
Volatility (annualized)
14.20%
Worst drawdown
-23.88%
Sharpe ratio
0.92

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. Notable companies within the fund include Microsoft, NVIDIA, Apple, Amazon, and Berkshire Hathaway. Renowned for its low expense ratio and efficient management, the fund seeks to replicate the total return of its benchmark through both capital appreciation and income. It is structured to offer investors a straightforward, low-cost way to participate in the performance of U.S. large-cap equities, making it a foundational choice for those seeking to track the general direction of the American stock market through a single, diversified investment vehicle.

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.