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May 12, 2022

Crosscurrents of Known Knowns vs. What Is Currently Unknowable

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May 2022

Inflation Fuels Recession Fears

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Fidelity Investor’s Model Portfolios have year-to-date returns through 04/30/2022 of between -17.4% and -5.1%. The average investor at Fidelity lost 6.1% in April.

Model	YTD	5-Year (Annualized)
Global Quant Growth	-17.4%	7.7%
Global Quant Income	-8.0%	N/A
Growth	-13.0%	8.5%
ESG Growth	-14.4%	N/A
Factor+	-7.7%	N/A
Growth & Income	-10.6%	6.1%
Income	-5.1%	3.2%
Annuity Growth	-12.2%	7.8%
Annuity Growth & Income	-9.8%	6.7%
Average Investor at Fidelity	-10.7%	7.5%

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