Below is the FXAIX return calculator, which you can use to calculate the potential investment return for the Fidelity 500 Index Fund.
This underlying index has 500 of the largest publicly traded companies in the United States.
You can input the amount you plan to invest in FXAIX and the duration of your investment to see how much you could earn.
The rate of return is automatically set to 12%, but you are more than welcome to adjust this figure.
FXAIX Return Calculator With Graph
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.
Diego
Diego, a seasoned financial analyst in New York, brings a decade of expertise to guiding financial decisions. As a blogger for UseFidelity.com, he simplifies finance, offering insights on Fidelity Investments. Beyond numbers, he explores NYC's culture and enjoys capturing moments through his photography.
