What is the 5-year return of the Fidelity 500 Index Fund?
Basic Info. S&P 500 5 Year Return is at 85.29%, compared to 85.62% last month and 62.94% last year. This is higher than the long term average of 45.71%. The S&P 500 5 Year Return is the investment return received for a 5 year period, excluding dividends, when holding the S&P 500 index.
Basic Info. S&P 500 5 Year Return is at 85.29%, compared to 85.62% last month and 62.94% last year. This is higher than the long term average of 45.71%. The S&P 500 5 Year Return is the investment return received for a 5 year period, excluding dividends, when holding the S&P 500 index.
Overall Rating
Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 1302 funds within its Morningstar Category.
Basic Info. S&P 500 1 Year Return is at 20.34%, compared to 22.70% last month and 11.11% last year. This is higher than the long term average of 6.91%. The S&P 500 1 Year Return is the investment return received for a 1 year period, excluding dividends, when holding the S&P 500 index.
Based on 506 Wall Street analysts offering 12 month price targets to Fidelity 500 Index Fund holdings in the last 3 months. The average price target is $217.61 with a high forecast of $254.75 and a low forecast of $179.05. The average price target represents a 17.13% change from the last price of $185.79.
| Period | Average annualised return | Total return |
|---|---|---|
| Last year | 24.3% | 24.3% |
| Last 5 years | 15.7% | 107.1% |
| Last 10 years | 15.6% | 325.1% |
| Last 20 years | 11.1% | 725.5% |
If the market averages 4% over a tough 5 year period, then your investment account should do at least that well. If the market is up 24% over an awesome three year period, then your long-term investments should keep pace with this, assuming that you have at least a moderate risk tolerance.
| Return Type | 1 Yr | 5 Yrs |
|---|---|---|
| FUND Fidelity® 500 Index Fund | 22.15% | 14.98% |
| PRIMARY BENCHMARK S&P 500 Close | 22.15% | 15.00% |
| MORNINGSTAR CATEGORY AVERAGE Large Blend Close | 19.74% | 13.37% |
| Rank in Morningstar Category | 29% | 17% |
About FXAIX
The index covers about 80% of the investable market capitalization of the U.S. equity market. The S&P 500 has been widely touted by many experts as a good addition to retirement portfolios because it is broadly diversified across all sectors.
Fidelity® 500 Index Fund is a diversified domestic large-cap equity strategy that seeks to closely track the returns and characteristics of the S&P 500® index.
What is the 3 year return of the S&P 500?
S&P 500 3 Year Return is at 25.64%, compared to 27.06% last month and 40.29% last year. This is higher than the long term average of 23.27%. The S&P 500 3 Year Return is the investment return received for a 3 year period, excluding dividends, when holding the S&P 500 index.
The average yearly return of the S&P 500 is 10.52% over the last 30 years, as of the end of May 2024. This assumes dividends are reinvested. Adjusted for inflation, the 30-year average stock market return (including dividends) is 7.78%.
- Growth Stocks. Growth stocks represent companies expected to grow at an above-average rate compared to other companies. ...
- Real Estate. ...
- Junk Bonds. ...
- Index Funds and ETFs. ...
- Options Trading. ...
- Private Credit.
Our recommendation for the best overall S&P 500 index fund is the Fidelity 500 Index Fund. With a 0.015% expense ratio, it's the cheapest on our list. And it doesn't have a minimum initial investment requirement, sales loads or trading fees. Over the last 10 years, FXAIX has returned an annualized 12.02%.
| Index fund | Minimum investment | Expense ratio |
|---|---|---|
| Vanguard 500 Index Fund - Admiral Shares (VFIAX) | $3,000. | 0.04%. |
| Schwab S&P 500 Index Fund (SWPPX) | No minimum. | 0.02%. |
| Fidelity Zero Large Cap Index (FNILX) | No minimum. | 0.0%. |
| Fidelity 500 Index Fund (FXAIX) | No minimum. | 0.015%. |
On average, the Fidelity Contrafund has beaten the S&P 500 Index by 2.78% per year. Growth of $10,000 invested in Contrafund versus S&P 500 Index, September 17, 1990 to March 31, 2024. Total value March 31, 2024 for Contrafund was $751,828 compared to $327,447 for the S&P 500 Index.
But it's important to note that the S&P 500 index itself does not pay dividends—the companies in the index do. An investor has to buy shares of the companies themselves or of index funds in order to receive dividends. “The S&P itself does not pay a dividend,” explains Titan investment manager Christopher Seifel.
| Start date: | 12/29/2023 |
|---|---|
| SPY YTD return: | 12.85% |
| Annualized Gain: | 21.03% |
| Starting investment: | $10,000.00 |
| Ending investment: | $11,285.00 |
The actual rate of return is largely dependent on the types of investments you select. The Standard & Poor's 500® (S&P 500®) for the 10 years ending December 31st 2023, had an annual compounded rate of return of 15.2%, including reinvestment of dividends.
A stock portfolio focused on dividends can generate $1,000 per month or more in perpetual passive income, Mircea Iosif wrote on Medium. “For example, at a 4% dividend yield, you would need a portfolio worth $300,000.
How much money do I need to invest to make $3,000 a month?
Imagine you wish to amass $3000 monthly from your investments, amounting to $36,000 annually. If you park your funds in a savings account offering a 2% annual interest rate, you'd need to inject roughly $1.8 million into the account.
You plan to invest $100 per month for five years and expect a 6% return. In this case, you would contribute $6,000 over your investment timeline. At the end of the term, your portfolio would be worth $6,949. With that, your portfolio would earn around $950 in returns during your five years of contributions.
Overall Rating. Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 1298 funds within its Morningstar Category.
FXAIX pays a dividend of $0.63 per share. FXAIX's annual dividend yield is 1.38%. When is Fidelity 500 Index Fund ex-dividend date? Fidelity 500 Index Fund's previous ex-dividend date was on Jul 05, 2024.
The index has returned a historic annualized average return of around 10.26% since its 1957 inception through the end of 2023. While that average number may sound attractive, timing is everything: Get in at a high or out at a relative low, and you will not enjoy such returns.
