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FZROX · Fidelity Zero Total Market Index Fund

Over the last 8 years (2018-09 to 2026-09), $10,000 invested in FZROX with dividends reinvested grew to $28,723, 13.94% a year, with a worst peak-to-trough fall of -24.67%. Past performance doesn't predict future results.

Growth of $10,000 · 2018-09 to 2026-09 · dividends reinvested

CAGR (annualized return)
13.94%
Volatility (annualized)
17.31%
Worst drawdown
-24.67%
Sharpe ratio
0.75

How FZROX held up in past market crashes

FZROX has been through 3 of the market crashes since 2000 in our data. Its deepest price fall was 35.0% 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 FZROX in each market crash, next to the S&P 500
CrashFZROX deepest fallS&P 500 (SPY)Peak to bottomBack to peak
2018 fourth-quarter selloff-20.6%-20.2%Sep 2018 to Dec 20184 months
2020 COVID crash-35.0%-34.1%Feb 2020 to Mar 20205 months
2022 bear market-25.1%-25.4%Jan 2022 to Sep 202216 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 FZROX

Fidelity ZERO Total Market Index Fund is an open-ended mutual fund designed to provide investors with broad exposure to the entire U.S. equity market. Its primary objective is to track the performance of a float-adjusted market capitalization-weighted index that encompasses large-, mid-, and small-cap stocks across diverse sectors and industries, mirroring the composition of the U.S. stock market as a whole. This fund distinguishes itself with a zero percent expense ratio, eliminating management fees and making it exceptionally cost-effective for investors. With no minimum investment requirement and no transaction fees, the fund aims to maximize accessibility and value. The portfolio is diversified, including prominent holdings such as Apple, Microsoft, NVIDIA, and Amazon, along with exposure to smaller companies, offering a comprehensive representation of U.S. market capitalization. Classified in the large blend category, it neither skews strongly toward growth nor value, making it a neutral core holding for many portfolios. The fund’s sizable asset base, low turnover rate, and straightforward structure contribute to its role as a foundational investment for both new and experienced participants seeking cost-efficient, broad-based U.S. equity exposure.

Put FZROX to the test

Every tool below opens prefilled with FZROX: 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.

FZROX (Fidelity Zero Total Market Index Fund): returns, risk & backtest · Informed Portfolio