u/ricksdetrix

Image 1 — Why do all my index fund investments have a negative 5 year annual return?
Image 2 — Why do all my index fund investments have a negative 5 year annual return?

Why do all my index fund investments have a negative 5 year annual return?

I've invested into 4 index funds that have had steady consistent growth exceeding inflation about 2 months ago. I expect to see lots of fluctuation, but the annual report for every one of them shows a 10%+ loss by the 5 year mark. Fidelity's AI says that the stats for investments under 1 year old are inaccurate; I don't trust AI answers without getting verification, but it sounds likely, can anyone confirm?

Edit the investments are: Fidelity Emerging markets P acc, Fidelity index europe ex UK P-accumulation
Fidelity index japan P-accumulation, Legal & general S&P 500 US equal weight index I Units

u/ricksdetrix — 2 days ago