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Fidelity (FFIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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81.78+1.08 (+1.34%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.80%
5-year average return15.44%
Number of years up69
Number of years down24
Best 1-yr total return (22 Apr 2024)33.48%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return33.48%
Worst 3-yr total return6.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFFIDXCategory
YTD13.63%12.38%
1-month3.40%5.09%
3-month13.63%10.28%
1-year35.96%41.70%
3-year12.33%22.56%
5-year17.04%21.98%
10-year13.30%15.99%
Last bull market40.51%25.99%
Last bear market-18.60%-17.29%

Annual total return (%) history

Year
FFIDXCategory
2024
N/AN/A
2023
30.92%N/A
2022
-25.87%N/A
2021
33.21%N/A
2020
26.43%35.86%
2019
33.48%31.90%
2018
-5.24%-2.09%
2017
23.82%27.67%
2016
4.82%3.23%
2015
3.35%3.60%
2014
12.85%10.00%
2013
29.01%33.92%
2012
16.57%15.34%
2011
-2.36%-2.46%
2010
14.55%15.53%
2009
26.75%35.68%
2008
-40.33%-40.67%
2007
16.81%13.35%
2006
13.67%7.05%
2005
7.52%6.71%
2004
7.84%7.81%
2003
27.26%28.66%
2002
-22.25%-27.64%
2001
-11.22%-22.30%
2000
-10.97%-13.05%
1999
24.21%38.87%
1998
31.00%34.55%
1997
32.06%26.36%
1996
19.82%19.76%
1995
32.85%32.65%
1994
2.58%-2.45%
1993
18.36%8.69%
1992
8.46%5.92%
1991
24.15%40.07%
1990
-5.10%-3.78%
1989
28.80%27.76%
1988
17.85%12.55%
1987
3.28%1.56%
1986
15.76%14.05%
1985
27.66%28.64%
1984
1.61%-3.94%
1983
22.42%18.56%
1982
34.46%32.75%
1981
-3.30%-2.13%
1980
33.94%40.60%
1979
18.71%32.37%
1978
9.37%15.06%
1977
-3.28%2.56%
1976
24.83%22.23%
1975
30.30%35.35%
1974
-18.37%-31.34%
1973
-16.55%-28.56%
1972
15.61%19.23%
1971
14.04%24.89%
1970
2.50%-10.89%
1969
-7.42%-9.80%
1968
15.10%15.14%
1967
28.45%42.77%
1966
-1.44%-6.98%
1965
18.41%21.58%
1964
14.73%10.60%
1963
24.45%18.94%
1962
-13.29%-18.01%
1961
25.46%26.01%
1960
0.53%5.60%
1959
10.82%16.68%
1958
47.13%44.67%
1957
-16.24%-15.41%
1956
8.65%9.71%
1955
21.14%20.69%
1954
60.17%47.17%
1953
-3.45%-2.95%
1952
16.31%6.47%
1951
18.69%18.43%
1950
27.29%29.37%
1949
24.09%17.04%
1948
3.37%-1.13%
1947
1.14%-0.18%
1946
-0.99%-8.13%
1945
37.55%34.51%
1944
27.02%23.00%
1943
29.53%36.24%
1942
10.71%33.41%
1941
-10.41%1.63%
1940
-11.05%-8.06%
1939
-5.11%0.64%
1938
24.87%15.95%
1937
-35.72%-31.59%
1936
27.75%40.08%
1935
29.14%19.40%
1934
-9.29%20.91%
1933
9.30%47.42%
1932
8.04%-15.29%
1931
-9.36%-44.21%
1930
N/A-28.31%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.63%N/AN/AN/A
20239.42%9.48%-2.03%11.56%
2022-9.89%-18.60%-3.72%4.97%
20213.62%11.71%2.48%12.29%
2020-13.41%23.43%9.16%8.37%
201912.88%4.87%2.82%9.66%
20181.26%2.31%7.67%-15.05%
20176.08%2.91%6.19%6.82%
2016-1.98%2.09%3.04%1.65%
20153.36%0.90%-7.91%7.61%
20142.04%4.37%0.52%5.42%
20139.69%1.25%5.41%10.20%
201214.19%-2.98%5.68%-0.43%
20117.09%-0.20%-15.07%7.57%
20104.16%-11.55%10.10%12.93%
2009-8.92%16.14%15.02%4.17%
2008-11.29%1.27%-14.14%-22.64%
20071.90%6.97%4.54%2.51%
20064.97%-2.34%4.75%5.86%
2005-1.54%1.40%3.67%3.88%
20041.03%1.91%-2.50%7.43%
2003-2.10%12.65%2.49%12.60%
2002-1.42%-11.83%-17.00%7.76%
2001-14.08%13.37%-18.30%11.55%
20003.29%-4.84%-0.81%-8.68%
19995.78%4.48%-6.55%20.27%
199813.06%5.00%-10.84%23.77%
19970.02%17.38%8.32%3.84%
19965.66%4.03%3.36%5.46%
19956.99%7.48%9.39%5.61%
1994-2.47%-0.12%5.51%-0.19%
19936.61%2.61%5.71%2.36%
19921.28%0.22%1.08%5.72%
199116.03%-0.66%5.29%2.30%
1990-1.50%4.04%-12.17%5.44%
19895.97%10.10%10.27%0.11%
19887.13%7.80%-0.37%2.43%
198721.47%2.80%6.95%-22.67%
198617.45%3.47%-6.95%2.37%
19857.58%6.23%-2.86%15.00%
1984-6.82%-3.09%8.77%3.44%
198310.44%11.68%-1.16%0.42%
1982-3.51%1.85%13.26%20.80%
19813.04%-2.27%-10.72%7.55%
1980-6.33%14.54%12.74%10.74%
19796.49%2.38%8.56%0.30%
1978-4.20%10.39%9.76%-5.79%
1977-5.23%5.00%-3.87%1.11%
197613.13%3.38%2.01%4.64%
197517.24%13.32%-9.89%8.83%
1974-2.95%-8.59%-19.52%14.34%
1973-7.65%-8.90%9.47%-9.39%
19725.65%0.17%1.41%7.73%
197110.08%-1.69%1.61%3.70%
1970-0.62%-17.08%13.35%9.74%
1969-3.59%-5.18%-0.71%1.99%
1968-5.91%15.09%3.92%2.27%
196712.37%4.39%6.08%3.22%
19662.14%-1.89%-9.64%8.86%
19653.22%-3.87%10.71%7.78%
19647.60%3.36%3.38%-0.21%
19636.79%6.80%3.22%5.71%
1962-3.00%-20.89%1.65%11.16%
196114.88%-0.54%2.34%7.28%
1960-7.29%3.22%-4.52%10.03%
19594.04%5.91%-5.01%5.89%
19587.20%9.81%12.98%10.63%
1957-4.13%6.51%-11.35%-7.46%
19567.37%-2.07%-2.55%6.03%
19554.55%9.66%-0.24%5.92%
195411.66%10.57%9.36%18.62%
1953-1.94%-4.61%-4.42%7.99%
19524.96%2.52%-0.95%9.12%
19514.64%0.91%11.35%0.96%
19504.36%13.41%-1.00%8.64%
19490.93%-3.82%14.65%11.49%
19481.38%11.82%-7.18%-1.76%
1947-2.90%-1.00%3.26%1.90%
19468.91%2.89%-17.85%7.56%
19454.89%13.13%2.10%13.54%
19445.16%6.98%0.84%11.98%
194321.09%6.29%-0.50%1.15%
1942-7.20%0.68%9.27%8.44%
1941-4.95%1.31%2.51%-9.25%
1940-1.27%-20.12%12.56%0.20%
1939-19.60%-0.04%19.14%-0.89%
1938-16.94%30.51%2.25%12.66%
19373.40%-9.81%-12.52%-21.21%
19363.99%3.80%9.40%8.18%
1935-11.07%16.53%9.82%13.47%
19345.36%-10.83%-7.70%4.61%
1933-12.54%33.75%-8.51%2.13%
19323.99%-10.37%15.27%0.56%
1931-1.65%-0.32%-11.24%4.16%
19300.32%3.35%N/AN/A

Rank in category (by total return)

YTD30
1-month8
3-month30
1-year60
3-year12
5-year22

Load adjusted returns

1-year35.96%
3-year12.33%
5-year17.04%
10-year13.30%