Nasdaq - Delayed Quote
USD
Fidelity 500 Index (FXAIX)
263.50
-4.86
(-1.81%)
At close: October 30 at 8:08:24 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 13.81% |
|---|---|
| 5y Average Return | 12.46% |
| Number of Years Up | 12 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Oct 29, 2026) | 32.37% |
| Worst 1Y Total Return (Oct 29, 2026) | -- |
| Best 3Y Total Return | 32.37% |
| Worst 3Y Total Return | 7.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FXAIX
Category
- YTD
- 12.73%
- 5.31%
- 1-Month
- -0.35%
- -4.19%
- 3-Month
- 2.30%
- 3.90%
- 1-Year
- 15.72%
- 20.31%
- 3-Year
- 22.87%
- 6.48%
- 5-Year
- 13.78%
- 11.78%
- 10-Year
- 15.32%
- 10.96%
- Last Bull Market
- 24.81%
- 25.56%
- Last Bear Market
- -16.10%
- -15.11%
Annual Total Return (%) History
Year
FXAIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-4.34% | 15.20% | 2.30% | -- |
|
2025
|
-4.28% | 10.94% | 8.12% | 2.65% |
|
2024
|
10.55% | 4.28% | 5.88% | 2.41% |
|
2023
|
7.50% | 8.73% | -3.27% | 11.69% |
|
2022
|
-4.60% | -16.10% | -4.89% | 7.56% |
|
2021
|
6.18% | 8.55% | 0.58% | 11.02% |
|
2020
|
-19.59% | 20.53% | 8.94% | 12.14% |
|
2019
|
13.65% | 4.30% | 1.69% | 9.06% |
|
2018
|
-0.77% | 3.43% | 7.71% | -13.53% |
|
2017
|
6.05% | 3.09% | 4.47% | 6.65% |
Rank in Category (By Total Return)
| YTD | 29 |
| 1-Month | 27 |
|---|---|
| 3-Month | 33 |
| 1-Year | 26 |
| 3-Year | 23 |
| 5-Year | 19 |
Load Adjusted Returns
| 1-Year | 15.72% |
| 3-Year | 22.87% |
|---|---|
| 5-Year | 13.78% |
| 10-Year | 15.32% |
Performance & Risk
| YTD Return | 13.81% |
| 5y Average Return | 12.46% |
| Rank in Category (ytd) | 29 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Large Blend |
| Fund Family | Fidelity Investments |
| Net Assets | 857.59B |
| YTD Return | 12.73% |
| Yield | 1.04% |
| Morningstar Rating | |
| Inception Date | May 04, 2011 |
Fund Summary
The fund is normally investing at least 80% of assets in common stocks included in the S&P 500® Index. The S&P 500 ® Index is a market capitalization-weighted index of 500 common stocks that represents the performance of the large-capitalization segment of the U.S. market.
