Fidelity Performance Report

Fidelity account balances, total return, percentage return, and CAGR through the latest available applicable record.

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Date mode:
Period: 3 years
Requested beginning cutoff:
2023-09-10
Actual beginning record:
2023-09-08 22:01:00   (fidId 1443)
Actual ending record:
2026-09-10 22:14:00   (fidId 2478)
Actual CAGR period:
3.006 years / 1098 days
Selected columns:
at420, aTot, fidTot, mTot, nTot, oTot
Unavailable rows:
Shown
Account 2023-09-08 2026-09-10 totReturn totReturn % CAGR
Personal (at420) $428,825.62 $399,908.45 -$28,917.17 -6.74% -2.30%
All Totals (aTot) No data available before 2023-09-08 $3,901,816.16 N/A N/A N/A
Fidelity Only (fidTot) $2,420,698.19 $3,866,074.16 $1,445,375.97 59.71% 16.85%
Managed (mTot) $1,063,776.00 $1,760,448.03 $696,672.03 65.49% 18.24%
Non-Managed (nTot) $1,356,922.19 $2,073,248.30 $716,326.11 52.79% 15.14%
Other (Bank - Credit) (oTot) No data available before 2023-09-08 $32,105.00 N/A N/A N/A
Database diagnostic information 
Database:      intel145_apps
MySQL host:    ecngx308.inmotionhosting.com
Oldest record: 2013-10-31 04:00:00
Latest record: 2026-09-10 22:14:00
Total rows:    1929