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Archive | Fidelity Investor

July 29, 2021

Fear of Everything Doesn’t Derail Markets… Yet

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July 22, 2021

Markets View and Vie with Variant Variables

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July 15, 2021

Foggy Days

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July 8, 2021

Relax Into Summer, But Don’t Get Complacent

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July 1, 2021

Heat Waves

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June 24, 2021

Peaks At More Peaks… But Are Valleys in Sight?

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June 17, 2021

Hyper-Inflating Fears of Inflation

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June 10, 2021

When No News is Good News

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June 3, 2021

Noisy Recovery a Good Thing

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June 1, 2021

Pandemic Nightmare Turns to Reopening Reality

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Fidelity Investor’s Model Portfolios have year-to-date returns through 6/30/21 of between 0.6% and 10.0%. The average investor at Fidelity gained 2.4% in June.

Model	YTD	5-Year (Annualized)
Global Quant Growth	10.0%	15.9%
Global Quant Income	0.6%	N/A
Growth	9.6%	13.7%
ESG Growth	N/A	N/A
Factor+	8.3%	N/A
Growth & Income	8.5%	9.5%
Income	3.2%	4.5%
Annuity Growth	7.5%	13.2%
Annuity Growth & Income	6.0%	10.9%
S&P 500	15.3%	17.7%
Fidelity Investor Index	9.2%	11.1%

Past Performance

Correlation Tool