## 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.

**What is the average 5 year return on index funds?**

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.

**How good is the Fidelity 500 Index Fund?**

Overall Rating

Morningstar has awarded this fund **5 stars** based on its risk-adjusted performance compared to the 1302 funds within its Morningstar Category.

**What is the return of the S&P 500 index fund per year?**

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.

**What is the prediction for the Fidelity 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.

**What is the 5 year return on the S&P 500 index?**

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% |

**What is a good 5 year return on investment?**

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.

**What is the 5 year return of the Fidelity 500 Index Fund?**

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% |

**Is Fidelity 500 Index Fund good for retirement?**

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.

**Is Fidelity 500 the same as S&P 500?**

**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.

**What is the average return on S&P 500?**

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%.

**How to get a 10% return on investment?**

**Investments That Can Potentially Return 10% or More**

- 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.

**Is the Fidelity 500 Index Fund a good buy?**

**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%.

**What is the best index 500 fund?**

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%. |

**Which Fidelity funds outperform the S&P 500?**

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.

**Does the S&P 500 pay dividends?**

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.

**What is the S&P 500 YTD return?**

Start date: | 12/29/2023 |
---|---|

SPY YTD return: | 12.85% |

Annualized Gain: | 21.03% |

Starting investment: | $10,000.00 |

Ending investment: | $11,285.00 |

**Is the S&P 500 compounded annually?**

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 31^{st} 2023, had an **annual compounded rate of return of 15.2%**, including reinvestment of dividends.

**How much money do I need to invest to make $1000 a month?**

**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.

**How much will I have if I invest $100 a month for 5 years?**

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.

**Is FXAIX a safe investment?**

Overall Rating. **Morningstar has awarded this fund 5 stars** based on its risk-adjusted performance compared to the 1298 funds within its Morningstar Category.

**How much does FXAIX pay in dividends?**

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.

**What is the average return on the S&P 500 Index Fund?**

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.