Important Information Related to Performance Reporting
- For periods less than one year, performance returns are presented on a cumulative basis.
- If your return information contains dashes '--', we either don’t have a return for that time period, or your account is being validated.
- Your Personal Rate of Return is calculated using a money-weighted formula. It reflects the performance of the underlying investments including dividends, interest, and fees; as well as the size and timing of your individual trades. If you use an account with cash management features, the Personal Rate of Return calculation may be affected by deposits, withdrawals, bill payment and other money movement transactions. The Personal Rate of Return is an estimate only and should not be used solely in making investment decisions. It is calculated using Fidelity-provided information and information from third-party data sources and providers and therefore Fidelity cannot make any representations or guarantees as to its timeliness and accuracy. Fidelity will not provide notification that past data may have been inaccurate, or that it has been corrected.
