Nasdaq - Delayed Quote USD

Fidelity 500 Index (FXAIX)

206.59
-0.80
(-0.39%)
At close: 8:09:17 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.91%
5y Average Return 17.09%
Number of Years Up 11
Number of Years Down 2
Best 1Y Total Return (May 19, 2025) 32.37%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 32.37%
Worst 3Y Total Return 7.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FXAIX
Category
YTD
-4.92%
5.31%
1-Month
-0.68%
-4.19%
3-Month
-7.50%
3.90%
1-Year
12.08%
20.31%
3-Year
12.17%
6.48%
5-Year
15.60%
11.78%
10-Year
12.31%
10.96%
Last Bull Market
20.76%
25.56%
Last Bear Market
-16.10%
-15.11%

Annual Total Return (%) History

Year
FXAIX
Category
2025
--
--
2024
25.00%
--
2023
26.29%
22.32%
2022
-18.13%
-16.96%
2021
28.69%
26.07%
2020
18.40%
15.83%
2019
31.47%
28.78%
2018
-4.40%
-6.27%

2017
21.81%
20.44%
2016
11.97%
10.37%
2015
1.38%
-1.07%
2014
13.66%
10.96%
2013
32.37%
31.50%
2012
15.99%
14.96%
2011
--
-1.27%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -4.28% -- -- --
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%
2016 1.35% 2.46% 3.85% 3.83%

2015 0.95% 0.29% -6.44% 7.03%
2014 1.80% 5.23% 1.12% 4.92%
2013 10.60% 2.90% 5.24% 10.52%
2012 12.58% -2.77% 6.36% -0.38%
2011 -13.88% 11.82% -- --

Rank in Category (By Total Return)

YTD 45
1-Month 43
3-Month 35
1-Year 20
3-Year 19
5-Year 22

Load Adjusted Returns

1-Year 12.08%
3-Year 12.17%
5-Year 15.60%
10-Year 12.31%

Performance & Risk

YTD Return 1.91%
5y Average Return 17.09%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 593.97B
YTD Return -4.92%
Yield 1.34%
Morningstar Rating
Inception Date May 04, 2011

Fund Summary

The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income.

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