Fidelity Investor’s models have 1/31/2012 year-to-date returns of between 3.5% and 6.5%. The average Fidelity investor portfolio gained 3.4% in January.
Jim's Models
Global Quant
2012%
Ann. 5Yr%
6.5
N/A
Aggressive Growth
2012%
Ann. 5Yr%
4.4
1.7
Income
2012%
Ann. 5Yr%
3.5
3.9
Growth & Income
2012%
Ann. 5Yr%
3.9
2.2
Growth
2012%
Ann. 5Yr%
4.5
1.7
Compare
Fidelity Index
2012%
Ann. 5Yr%
3.4
1.1
S&P 500
2012%
Ann. 5Yr%
4.5
0.3
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