Simple Market Formula

Thursday, August 14th

Fidelity Investor’s Model Portfolios have year-to-date returns through 10/31/20 of between -1.8% and 7.2%. The average investor at Fidelity lost 1.4% in October.

Model	YTD	5-Year (Annualized)
Global Quant Growth	1.2%	10.3%
Global Quant Income	4.0%	N/A
Growth	7.2%	9.1%
Factor+	N/A	N/A
Growth & Income	0.1%	6.6%
Income	-1.8%	3.8%
Annuity Growth	4.6%	8.6%
Annuity Growth & Income	2.3%	7.3%
S&P 500	2.8%	11.7%
Fidelity Investor Index	3.7%	7.0%

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