Simple Market Formula

Thursday, August 14th

Fidelity Investor’s Model Portfolios have year-to-date returns through 6/30/21 of between 0.6% and 10.0%. The average investor at Fidelity gained 2.4% in June.

Model	YTD	5-Year (Annualized)
Global Quant Growth	10.0%	15.9%
Global Quant Income	0.6%	N/A
Growth	9.6%	13.7%
ESG Growth	N/A	N/A
Factor+	8.3%	N/A
Growth & Income	8.5%	9.5%
Income	3.2%	4.5%
Annuity Growth	7.5%	13.2%
Annuity Growth & Income	6.0%	10.9%
S&P 500	15.3%	17.7%
Fidelity Investor Index	9.2%	11.1%

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