Fidelity 500 Index Fund (FXAIX)

The chart shows the growth of an initial investment of $10,000 in Fidelity 500 Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.

Fidelity 500 Index Fund had a return of 21.52% year-to-date (YTD) and 14.59% in the last 12 months. Over the past 10 years, Fidelity 500 Index Fund had an annualized return of 12.02%, outperforming the S&P 500 benchmark which had an annualized return of 9.87%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Fidelity 500 Index Fund granted a 1.46% dividend yield in the last twelve months. The annual payout for that period amounted to $2.34 per share.

The table displays the monthly dividend distributions for Fidelity 500 Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way.

The table below displays the maximum drawdowns of the Fidelity 500 Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity 500 Index Fund was 33.79%, occurring on Mar 23, 2020. Recovery took 97 trading sessions.

The current Fidelity 500 Index Fund volatility is 2.80%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.