Free Prenav

  • About Jim Lowell
  • Fidelity Investor
  • Fidelity Sector Investor

Navigation

Fidelity Investor Fidelity Investor

FI Paid Main Menu

  • Hotlines
  • Issues
  • Portfolio
  • Trading Strategies
  • 401(k)
  • Resources
  • Customer Service
  • In The News
Return to Content
December 27, 2012

More About the Fiscal Cliff

Boston News, Weather, Sports | FOX 25 | MyFoxBoston

Fidelity Investor’s Model Portfolios have year-to-date returns through 12/31/20 of between 1.4% and 18.6%. The average investor at Fidelity gained 2.9% in December.

ModelYTD5-Year
(Annualized)
Global Quant Growth17.2%13.7%
Global Quant Income7.3%N/A
Growth18.6%11.5%
Factor+N/AN/A
Growth & Income6.9%8.2%
Income1.4%4.7%
Annuity Growth15.2%10.8%
Annuity Growth & Income10.4%9.2%
S&P 500 18.4%15.2%
Fidelity Investor Index 13.9%9.2%
Past Performance

Correlation Tool

What's This?

You don't want to own too many funds that are similar, but how do you tell? A high correlation between funds may mean that your portfolio of funds is not as diverse as you might want it to be. While other tools may compare funds only to the S&P 500, you can use this tool to determine how closely the performance of one Fidelity stock fund tracks that of any other Fidelity stock fund.

Username/Password Help
Contact Us
Facebook

© 2021 InvestorPlace Media. All Rights Reserved. 1125 N Charles St, Baltimore, MD 21201. Financial Market Data powered by Quotemedia.com. All Rights Reserved. Terms and conditions. NYSE/AMEX data delayed 20 minutes. NASDAQ/other data delayed 15 minutes unless indicated.

  • Testimonials
  • Advertise With Us
  • Disclosures & Disclaimers
  • Privacy Policy
  • Terms of Use