Below is the FXAIX return calculator, which you can use to calculate the potential investment return for the Fidelity 500 Index Fund.
Fidelity’s FXAIX large-cap index fund, is an market-cap weighted index fund designed to measure the performance of the S&P 500, the five hundred largest publically-traded US companies.
Year-to-date, FXIAX is up 22% since January 1, 2024, and overall up 36% since October 2023. Using that as a rate of return, you can use the calculator below to estimate how much an initial investment would have returned in 2024, and use the length of time to estimate how much a total investment would return.
Remember: Past performance is not a guaranteed indicator of future returns. With that knowledge, it would be a safe estimate to use the formula 22% (2024) + 7% to 10% (2025) for an estimated 29% to 32% return over a 24-month period.
FXAIX Return Calculator
You can input the amount you plan to invest in FXAIX and the duration of your investment to see how much you could earn.
5 Things to Know About FXAIX Mutual Fund
Fund Inception
FXAIX was launched on February 17, 1988. It has since grown to be one of the largest index funds in the world, with over $373 billion in assets under management as of Q1 of 2023.
Expense Ratio
The expense ratio for FXAIX is 0.015%, which is significantly lower than the average expense ratio for mutual funds.
Performance
FXAIX has consistently outperformed the majority of actively managed funds and has delivered strong returns for its investors. In the last 10 years, FXAIX had an average annual return of 12.24%.
Investor’s Favorite
FXAIX is a popular choice for retirement accounts, such as 401(k)s, due to its low expense ratio and consistent performance.
Powerful
During the COVID-19 pandemic in 2020, FXAIX suffered a significant decline in value but quickly rebounded.