Fidelity Investor’s models have 07/31/2008 Year-To-Date returns of between -8.1% and -11.1%. The average Fidelity investor lost3.5% in July.
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|
|
|
| Jim's Models |
|
Aggressive Growth |
|
2008%
|
Ann. 5Yr%
|
| -11.1 |
13.0 |
|
| |
Growth |
|
2008%
|
Ann. 5Yr%
|
| -10.5 |
12.3 |
|
Growth & Income |
|
2008%
|
Ann. 5Yr%
|
| -9.6 |
8.0 |
|
Income |
|
2008%
|
Ann. 5Yr%
|
| -8.1 |
6.5 |
|
 |
|
| Compare |
|
S&P 500 |
|
2008%
|
Ann. 5Yr%
|
| -12.6 |
7.0 |
|
| |
Fidelity Index |
|
2008%
|
Ann. 5Yr%
|
| -9.2 |
7.2 |
|
|
|
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| |
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