Simple Market Formula

Thursday, August 14th

Fidelity Investor’s Model Portfolios have year-to-date returns through 2/28/21 of between -1.0% and 2.4%. The average investor at Fidelity gained 1.5% in February.

Model	YTD	5-Year (Annualized)
Global Quant Growth	2.4%	16.0%
Global Quant Income	-1.0%	N/A
Growth	2.0%	13.5%
Factor+	0.5%	N/A
Growth & Income	0.3%	9.3%
Income	-0.5%	5.2%
Annuity Growth	0.6%	13.0%
Annuity Growth & Income	0.2%	10.9%
S&P 500	1.7%	16.8%
Fidelity Investor Index	1.3%	10.5%

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