What A Difference A Day Makes.

Jim Lowell on NECN September 6, 2007.

Fidelity Investor’s Model Portfolios have year-to-date returns through 6/30/20 of between -6.4% and 2.1%. The average investor at Fidelity gained 2.0% in June.

Model	YTD	5-Year (Annualized)
Global Quant Growth	-6.4%	8.5%
Global Quant Income	2.1%	N/A
Growth	1.4%	7.4%
Factor+	N/A	N/A
Growth & Income	-2.4%	5.6%
Income	-3.3%	3.0%
Annuity Growth	0.8%	6.9%
Annuity Growth & Income	-0.6%	5.9%
S&P 500	-3.1%	10.7%
Fidelity Investor Index	-0.5%	5.9%

Past Performance

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