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September 22, 2022

Inflation Unchained

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September 2022

Grim, Grimmer, and Glimmer (of Hope)

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Fidelity Investor’s Model Portfolios have year-to-date returns through 08/31/2022 of between -19.9% and -10.3%. The average investor at Fidelity lost 2.6% in August.

Model	YTD	5-Year (Annualized)
Global Quant Growth	-19.9%	5.8%
Global Quant Income	-10.3%	N/A
Growth	-16.4%	6.6%
ESG Growth	-18.4%	N/A
Factor+	-12.8%	N/A
Growth & Income	-13.8%	4.5%
Income	-10.5%	1.6%
Annuity Growth	-15.6%	6.0%
Annuity Growth & Income	-13.3%	5.0%
Average Investor at Fidelity	-13.3%	6.1%

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