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June 23, 2022

Market Gale Warnings Still in Effect

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June 2022

U.S. Consumer vs. The World

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Fidelity Investor’s Model Portfolios have year-to-date returns through 05/31/2022 of between -17.4% and -6.7%. The average investor at Fidelity lost 0.2% in May.

Model	YTD	5-Year (Annualized)
Global Quant Growth	-17.4%	7.6%
Global Quant Income	-7.7%	N/A
Growth	-12.2%	8.5%
ESG Growth	-14.7%	N/A
Factor+	-7.7%	N/A
Growth & Income	-11.1%	5.8%
Income	-6.7%	2.9%
Annuity Growth	-11.5%	7.8%
Annuity Growth & Income	-9.9%	6.5%
Average Investor at Fidelity	-10.8%	7.2%

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