Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Data source: Morningstar, Inc., 2017 (January 1926–December 2016). Past performance is no guarantee of future results. The asset class (index) returns reflect the reinvestment of dividends and other earnings.
This chart is for illustrative purposes only and does not represent actual or future performance of any investment option. It is not possible to invest directly in a market index.
Mutual Funds and Mutual Fund Investing - Fidelity Investments
Stocks are represented by the Standard & Poor’s 500 Index (S&P 500® Index), bonds by the U.S. Intermediate Government Bond Index, short-term investments by U.S. Treasury bills, and inflation by the Consumer Price Index. Numbers are rounded for simplicity.
Stocks are represented by the Dow Jones Total Market Index from March 1987 to the latest calendar year. From 1926 to February 1987, stocks are represented by the Standard & Poor’s 500® Index (S&P 500® Index).
The S&P 500® Index is a market capitalization–weighted index of 500 common stocks chosen for market size, liquidity, and industry group representation to represent U.S.
equity performance. Bonds are represented by the Barclays U.S.
Aggregate Bond Index from January 1976 to the latest calendar year. The Barclays U.S.
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Aggregate Bond Index is a market value–weighted index of investment-grade fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, with maturities of one year or more. From 1926 to December 1975, bonds are represented by the U.S.
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Intermediate Government Bond Index, which is an unmanaged index that includes the reinvestment of interest income. Short-term instruments are represented by U.S. Treasury bills, which are backed by the full faith and credit of the U.S. government.
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It is not possible to invest directly in an index.
Stock prices are more volatile than those of other securities. Government bonds and corporate bonds have more moderate short-term price fluctuation than stocks but provide lower potential long-term returns. U.S.
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Treasury bills maintain a stable value (if held to maturity), but returns are generally only slightly above the inflation rate.
Foreign stocks are represented by the MSCI ACWI ex USA Index from December 2000 to the last calendar year. The MSCI ACWI ex USA Index captures large- and mid-cap representation across 22 of 23 developed markets (DM) countries (excluding the U.S.) and 23 emerging markets (EM) countries. From 1970 to November 2000, foreign stocks were represented by the Morgan Stanley Capital International Europe, Australasia, Far East Index.
The MSCI® EAFE® Index is a market capitalization–weighted index that is designed to measure the investable equity market performance for global investors in developed markets, excluding the U.S. and Canada. Prior to 1970, foreign stocks are represented by the S&P 500® Index.
Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC.
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FPWA, FPTC, FBS, and NFS are Fidelity Investments companies.
$0.00 commission applies to online U.S. equity trades and Exchange-Traded Funds (ETFs) in a Fidelity retail account only for Fidelity Brokerage Services LLC retail clients.
Sell orders are subject to an activity assessment fee (from $0.01 to $0.03 per $1,000 of principal).
Other exclusions and conditions may apply. See Fidelity.com/commissions for details. Employee equity compensation transactions and accounts managed by advisors or intermediaries through Fidelity Clearing & Custody Solutions® are subject to different commission schedules.
When you open a new Fidelity Brokerage or Retirement Account, we automatically put your uninvested cash into the Fidelity® Government Money Market Fund (unless you choose another cash option).
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.
Read it carefully.