Bonds and Cash Critical in Portfolio

Tuesday, October 15th

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Fidelity Investor’s Model Portfolios have year-to-date returns through 8/31/21 of between 1.8% and 12.8%. The average investor at Fidelity gained 2.4% in August.

Model	YTD	5-Year (Annualized)
Global Quant Growth	11.5%	14.9%
Global Quant Income	1.8%	N/A
Growth	12.2%	13.4%
ESG Growth	N/A	N/A
Factor+	11.6%	N/A
Growth & Income	12.8%	9.6%
Income	5.0%	4.6%
Annuity Growth	10.3%	12.9%
Annuity Growth & Income	9.3%	10.7%
S&P 500	21.7%	18.0%
Fidelity Investor Index	14.0%	12.2%

Past Performance

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