Bonds and Cash Critical in Portfolio

Tuesday, October 15th

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Fidelity Investor’s Model Portfolios have year-to-date returns through 5/31/21 of between -0.5% and 8.1%. The average investor at Fidelity gained 0.6% in May.

Model	YTD	5-Year (Annualized)
Global Quant Growth	6.9%	14.9%
Global Quant Income	-0.5%	N/A
Growth	8.1%	13.2%
Factor+	7.4%	N/A
Growth & Income	6.7%	9.2%
Income	2.7%	4.9%
Annuity Growth	5.6%	12.4%
Annuity Growth & Income	4.3%	10.2%
S&P 500	12.6%	17.2%
Fidelity Investor Index	6.7%	10.4%

Past Performance

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