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Fidelity 500 Index Institutional Prem (FXAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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175.36-0.81 (-0.46%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.29%
5-year average return13.39%
Number of years up10
Number of years down2
Best 1-yr total return (24 Apr 2024)32.37%
Worst 1-yr total return (24 Apr 2024)N/A
Best 3-yr total return32.37%
Worst 3-yr total return7.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFXAIXCategory
YTD10.55%14.84%
1-month3.22%1.65%
3-month10.55%7.55%
1-year29.87%40.47%
3-year11.48%16.77%
5-year15.04%16.15%
10-year12.95%13.21%
Last bull market40.05%24.09%
Last bear market-16.10%-17.61%

Annual total return (%) history

Year
FXAIXCategory
2024
N/AN/A
2023
26.29%N/A
2022
-18.13%N/A
2021
28.69%N/A
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
N/A-1.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.55%N/AN/AN/A
20237.50%8.73%-3.27%11.69%
2022-4.60%-16.10%-4.89%7.56%
20216.18%8.55%0.58%11.02%
2020-19.59%20.53%8.94%12.14%
201913.65%4.30%1.69%9.06%
2018-0.77%3.43%7.71%-13.53%
20176.05%3.09%4.47%6.65%
20161.35%2.46%3.85%3.83%
20150.95%0.29%-6.44%7.03%
20141.80%5.23%1.12%4.92%
201310.60%2.90%5.24%10.52%
201212.58%-2.77%6.36%-0.38%
2011-13.88%11.82%N/AN/A

Rank in category (by total return)

YTD38
1-month52
3-month38
1-year32
3-year22
5-year21

Load adjusted returns

1-year29.87%
3-year11.48%
5-year15.04%
10-year12.95%