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Fidelity Investor’s models have 6/30/2009 Year-To-Date returns of between 6.3% and 8.4%.
The average Fidelity investor lost 0.1% in June.
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 Jim's Models

 Aggressive Growth

2009%
 

Ann. 5Yr% 
 

7.3

2.3

 

 Growth

 2009%
 

Ann. 5Yr% 
 

6.3

1.8

 

 Growth & Income

2009%
 

Ann. 5Yr% 
 

7.1

0.9

 

  Income

2009%
 

Ann. 5Yr% 
 

8.4

2.1


 Compare

 S&P 500

 2009%
 

Ann. 5Yr% 
 

3.1

-2.3

 

 Fidelity Index

2009%
 

Ann. 5Yr% 
 

6.0

1.2


Use this tool to determine how closely the performance of one Fidelity fund tracks that of another. This number, the r-squared, defines the percentage of one fund's performance which is correlated with the other fund's performance. Do this for all the funds that you own. A high correlation, or r-squared, between several of your holdings may mean that your portfolio of funds is not as diverse as you might want it to be. To diversify, look for funds which have low r-squareds with one another.

Please select a Fidelity Fund Category below to compare your funds.

Equity Funds
Bond Funds
Variable Annuities (VIP)
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