Separately Managed Accounts | Dividend Income Strategy

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some jurisdictions to falsely identify yourself in an email. All information you provide will be used by Fidelity solely for the purpose of sending the email on your behalf. The subject line of the email you send will be "Fidelity.com: "

Dividends have historically made positive contributions to total stock market return, even during periods of higher inflation. As shown below, dividends have produced approximately 40% of the S&P 500^©'s total return over time. The remainder has come from price appreciation (the increase in a stock's value). This powerful combination of income and growth may help contribute to the potential for returns.

Chart above displays average annual return by decade 1930s to 2023. Total return consists of a stock's price appreciation plus dividends. During this time, dividends have produced approximately 40% of the total return of the S&P 500.

1930s average total annual return 0.17%, S & P 500 price appreciation -5.26%, S & P 500 dividend return 5.43%

1940s a period of high inflation, average total annual return 8.96%, price appreciation 2.98%, dividend return 5.97%

1950s average total annual return 18.70%, price appreciation 13.58%, dividend return 5.12%

1960s average total annual return 7.67%, price appreciation 4.39%, dividend return 3.28%

1970s a period of high inflation, average total annual return 5.78%, price appreciation 1.60%, dividend return 4.18%

1980s a period of high inflation, average total annual return 17.04%, price appreciation 12.59%, dividend return 4.44%

1990s average total annual return 17.85%, price appreciation 15.31%, dividend return 2.53%

2000s average total annual return -0.90%, price appreciation -2.72%, dividend return 1.82%

2010s average total annual return 13.44%, price appreciation 11.22%, dividend return 2.22%

2020s average total annual return 23.44%, price appreciation 21.46%, dividend return 1.98%”

Fidelity^® Dividend Income Strategy

Summary

FAQs

Summary

$100,000²

0.30%–0.70%³

FAQs

FAQs: Fidelity^® Dividend Income Strategy

Let's talk about how we can work together

Dividend-Paying Stocks Have Consistently Delivered Income Over Time

The Impact of Dividends on Returns and Volatility

Average Annual Return and Volatility of High-Dividend Paying Stocks and Non-Dividend Paying Stocks
(1994-2023)

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Fidelity® Dividend Income Strategy

Summary

FAQs

Summary

$100,0002

0.30%–0.70%3

FAQs

FAQs: Fidelity® Dividend Income Strategy

Let's talk about how we can work together

Fidelity^® Dividend Income Strategy

$100,000²

0.30%–0.70%³

FAQs: Fidelity^® Dividend Income Strategy