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Calculator/FXAIX/Total Return

FXAIX Total Return Analyzer

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Fidelity 500 Index Fund — See your real returns after distributions and NAV changes. Real yield: 1.3% (headline: 1.0%).

Price$262.86
Headline Yield1.0%
Real Yield1.3%
NAV Change (1Y)+26.5%
FXAIX Total Return Analyzer

Your REAL Return

+27.8%

+$2,783.59

Distributions Received

$130.88

4 payments

NAV Change

+26.5%

+$2,652.71

Current Value

$12.8K

48.13 shares @ $262.86

Yield Reality Check

Headline yield vs actual yield after NAV change

Headline

1.0%

Real

1.3%

Distributions vs NAV — FXAIX

Blue = share value, green bars = cumulative distributions, green line = total value, dashed = original investment.

FXAIX DRIP calculator

Compound FXAIX's 1.3% real yield

Pre-filled with live FXAIX data. Model 1, 5, or 10-year DRIP returns with after-tax math, adjustable yield assumptions, and Bull/Base/Bear scenarios.

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What does the FXAIX total return include?

FXAIX total return combines two components: the cumulative distributions you received from FXAIX over the holding period, and the change in NAV (share price) across the same window. Many high-yield funds advertise distribution rates that look spectacular in isolation but mask meaningful NAV erosion. The analyzer above shows exactly how much of your FXAIX return came from distributions versus price change — a 50% annualized distribution rate paired with a 30% NAV decline is a very different investment than a 50% distribution with flat NAV.

For the detail behind each payment, see the FXAIX dividend history. To project how future FXAIX distributions compound under DRIP, open the FXAIX dividend calculator.

FXAIX head-to-head comparisons

See how FXAIX total return and NAV behavior stack up against popular alternatives.