Investment Portfolio Benchmarks & Comparisons

Fidelity Index Blend 100% Stocks

Fidelity

Index Blend 100% Stocks (Taxable Bond)

Comprised of the following indexes: 70% DJ U.S. Total Stock Market Index (Domestic Stocks) and 30% MSCI ACWI ex USA (Net MA Tax)(Foreign Stocks)

Aggressive (8)
Managed Portfolio
Institution
Active (auto investor)
0.00
Qtr Return

Quarterly Performance

Hide Benchmark Quarter Performance Report 3 Month YTD 1 Year 3 Year 5 Year
Fidelity Index Blend 100% Stocks Q4 2024 N/A 9.25% 24.75% 24.75% 17.48% 11.63%
Fidelity Index Blend 100% Stocks Q3 2024 N/A 12.99% 7.45% 14.37% 19.85% 11.65%
Fidelity Index Blend 100% Stocks Q1 2025 N/A 7% 7% 7% 7% 7%
Fidelity Index Blend 100% Stocks Q2 2024 N/A -5% -8.75% -8.7% -17.00% -5.2%
Fidelity Index Blend 100% Stocks Q1 2024 N/A 3.25% 5.25% 6.25% 7.25% 8.25%
Average Avg 0% Avg 0% Avg 0% Avg 0% Avg 0%