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In The News

June 25, 2008

Consumer Confidence Down: Tuesday, June 24th

June 11, 2008

Jim on NECN, Tuesday, June 10, 2008

June 10, 2008

Jim on NECN, Monday, June 9, 2008

June 09, 2008

Tough day for the markets.

Jim on NECN, Friday, June 6, 2008

June 05, 2008

Jim on NECN, Wednesday, June 4th

June 04, 2008

Jim on NECN, Tuesday, June 3rd

June 03, 2008

Jim on NECN, Monday, June 2nd

May 30, 2008

Jim on NECN, Thursday, May 29th

May 28, 2008

Jim on NECN, Tuesday, May 27th

May 22, 2008

Jim on NECN, Wednesday, May 21st

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Fidelity Investor’s Model Portfolios have year-to-date returns through 05/31/2022 of between -17.4% and -6.7%. The average investor at Fidelity lost 0.2% in May.
ModelYTD5-Year
(Annualized)
Global Quant Growth-17.4%7.6%
Global Quant Income-7.7%N/A
Growth-12.2%8.5%
ESG Growth-14.7%N/A
Factor+-7.7%N/A
Growth & Income-11.1%5.8%
Income-6.7%2.9%
Annuity Growth-11.5%7.8%
Annuity Growth & Income-9.9%6.5%
Average Investor at Fidelity-10.8%7.2%
Past Performance

Correlation Tool

What's This?

You don't want to own too many funds that are similar, but how do you tell? A high correlation between funds may mean that your portfolio of funds is not as diverse as you might want it to be. While other tools may compare funds only to the S&P 500, you can use this tool to determine how closely the performance of one Fidelity stock fund tracks that of any other Fidelity stock fund.

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