Simple Market Formula

Thursday, August 14th

Fidelity Investor’s Model Portfolios have year-to-date returns through 9/30/21 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	6.8%	13.6%
Global Quant Income	1.1%	N/A
Growth	7.9%	12.4%
ESG Growth	N/A	N/A
Factor+	8.6%	N/A
Growth & Income	9.2%	8.8%
Income	4.1%	4.4%
Annuity Growth	5.6%	11.7%
Annuity Growth & Income	5.6%	9.8%
S&P 500	16.1%	16.9%
Fidelity Investor Index	9.8%	11.3%

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