Large Blend (US)

Fidelity 500 Index Fund — Returns Calculator

Q: What are the top holdings in Fidelity 500 Index?

Fidelity 500 Index invests in a diversified portfolio. Check the AMC website for latest holdings.

Q: How has Fidelity 500 Index performed historically?

Use our SIP calculator to test historical performance with real NAV data.

Q: What are the tax implications of Fidelity 500 Index?

Gains are subject to capital gains tax. Funds held over 1 year qualify for long-term capital gains treatment at 0%, 15%, or 20% depending on income bracket.

Q: Who manages Fidelity 500 Index?

Fidelity 500 Index is managed by Geode Capital Management. Benchmark: S&P 500 Index.

Calculate historical returns for Fidelity 500 Index using actual month-by-month NAV data. See real performance, not assumed returns.

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About Fidelity 500 Index Fund

Fidelity's flagship S&P 500 index fund, offering one of the lowest expense ratios in the industry for investors seeking broad U.S. market exposure.

Investment Strategy

Passive Indexing — attempts to replicate the performance of the S&P 500 Index by investing in the 500 companies that comprise the index.

Key Facts

Tracks the S&P 500 Index
Industry-leading low expense ratio of 0.015%
No minimum investment required

Who Is This Fund Suitable For?

Ideal for core portfolio holdings and retirement accounts for investors seeking U.S. large-cap equity exposure.

How to Calculate Fidelity 500 Index Returns

Visit our returns calculator page
Search for "Fidelity 500 Index Fund" in the fund search box
Enter your monthly investment amount (e.g., $500 or $1,000)
Choose your start and end dates
Click Calculate to see the XIRR, total invested amount, and final portfolio value based on real NAV data
Export the results as PDF, Excel, or share as an image

Similar Funds to Consider

Or compare side by side using our main SIP calculator — you can test different funds with the same investment amount and dates to see which performed better.

Other Tools for Fidelity 500 Index Investors

FIRE Calculator — Plan your retirement corpus with Fidelity 500 Index as part of your portfolio
Cost of Delay Calculator — See how much delaying your SIP in Fidelity 500 Index could cost you
SIP vs EMI Calculator — Compare investing in Fidelity 500 Index vs paying off loans

Frequently Asked Questions About Fidelity 500 Index

What are the top holdings in Fidelity 500 Index?

Fidelity 500 Index invests in a diversified portfolio across sectors. Check the AMC website for the latest holdings.

How has Fidelity 500 Index performed historically?

Historical performance varies by market cycle. Use our SIP calculator above to test Fidelity 500 Index with real NAV data across any time period. Past performance does not guarantee future results.

What is the risk profile of Fidelity 500 Index?

Fidelity 500 Index is a Large Blend (US) fund with moderate to high risk depending on market conditions. Investors should assess their risk tolerance before investing..

What are the tax implications of investing in Fidelity 500 Index?

Gains from Fidelity 500 Index are subject to capital gains tax. Funds held over 1 year qualify for long-term capital gains treatment; the current long-term rate is 0%, 15%, or 20% depending on your income bracket. Consult a tax advisor for your specific situation.

Who manages Fidelity 500 Index?

Fidelity 500 Index is managed by Geode Capital Management. The fund's benchmark is S&P 500 Index.

Data last updated: August 2026 | Fund data sourced from SEC filings and public exchanges

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