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August 11, 2022

Job Market Buoys Stock Market

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Sailing Through Stormy Seas

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Fidelity Investor’s Model Portfolios have year-to-date returns through 07/31/2022 of between -16.9% and -8.4%. The average investor at Fidelity gained 5.6% in July.

Model	YTD	5-Year (Annualized)
Global Quant Growth	-16.9%	6.8%
Global Quant Income	-9.1%	N/A
Growth	-12.9%	7.9%
ESG Growth	-14.4%	N/A
Factor+	-10.1%	N/A
Growth & Income	-10.9%	5.4%
Income	-8.4%	2.2%
Annuity Growth	-12.8%	7.0%
Annuity Growth & Income	-10.4%	5.9%
Average Investor at Fidelity	-11.0%	6.8%

Past Performance

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