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October 2022

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September 29, 2022

Notable Trades to Combat Volatile Markets

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Fidelity Investor’s Model Portfolios have year-to-date returns through 09/30/2022 of between -28.0% and -13.7%. The average investor at Fidelity lost 6.1% in September.

Model	YTD	5-Year (Annualized)
Global Quant Growth	-28.0%	2.9%
Global Quant Income	-13.7%	N/A
Growth	-24.1%	4.2%
ESG Growth	-25.3%	N/A
Factor+	-18.5%	N/A
Growth & Income	-19.7%	2.8%
Income	-14.4%	0.6%
Annuity Growth	-22.9%	3.7%
Annuity Growth & Income	-19.7%	3.1%
Average Investor at Fidelity	-18.6%	4.5%

Past Performance

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