Investment Portfolio Benchmarks & Comparisons
Index Blend 85% Stocks / 15% Taxable Bonds
Fidelity
Index Blend 85% Stocks (Taxable Bond)
Comprised of the following indexes: 60% DJ U.S. Total Stock Market Index (Domestic Stocks), 25% MSCI ACWI ex USA (Net MA Tax)(Foreign Stocks) and 15% Bloomberg U.S.Aggregate Bond Index (Domestic Bonds)
Qtr Return
Quarterly Performance
| Hide | Benchmark | Quarter | Performance Report | 3 Month | YTD | 1 Year | 3 Year | 5 Year |
|---|---|---|---|---|---|---|---|---|
|
Index Blend 85% Stocks / 15% Taxable Bonds
|
Q1 2025 | N/A | -1.22% | -1.22% | 6.72% | 18.26% | 13.05% | |
|
Index Blend 85% Stocks / 15% Taxable Bonds
|
Q4 2024 | N/A | 17% | 21% | 21% | 47% | 52% | |
|
Index Blend 85% Stocks / 15% Taxable Bonds
|
Q3 2024 | N/A | 7.25% | 10% | 5.5% | 11% | 5% | |
|
Index Blend 85% Stocks / 15% Taxable Bonds
|
Q2 2024 | N/A | 7.5% | 7.5% | 3.5% | -3.5% | 3.5% | |
|
Index Blend 85% Stocks / 15% Taxable Bonds
|
Q1 2024 | N/A | 4.75% | 4.75% | 4.75% | 5.50% | 7.95% | |
| Average | Avg 0% | Avg 0% | Avg 0% | Avg 0% | Avg 0% |