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FGBLX: FIDELITY GLOBAL BALANCED FUND FIDELITY GLOBAL BALANCED FUND (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/11/1993 |
| Last Dividend Date: | 04/26/2018 |
| 12-Mo. Yield | 23.93% |
| Expenses | 1.06% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/11/1993 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -3.3 | 0.0 | 3.8 | 8.5 | 6.7 | 7.3 | -14.4 | 19.9 | 0.9 | -0.8 | -0.5 | 15.5 | 12.0 | -2.5 | 12.5 | 22.5 | -23.3 | 13.8 | 13.7 | 9.0 | 13.7 | 29.9 | -6.0 | -8.1 | -6.0 | 23.0 | 17.8 | 12.5 | 7.7 | 11.5 | -12.2 | 24.8 |
| Sharpe Ratio | NA | -0.27 | -0.06 | 0.2 | 0.23 | NA | NA | 0.45 | -1.21 | 3.93 | 0.08 | -0.1 | -0.07 | 1.98 | 1.46 | -0.17 | 0.93 | 1.39 | -1.24 | 1.09 | 1.26 | 0.97 | 1.32 | 3.23 | -0.67 | -0.98 | -0.86 | 2.29 | 1.11 | 1.04 | 0.67 | 1.25 | -2.08 | 5.3 |
| Draw Down(%) | NA | 19.6 | 19.6 | 19.6 | 36.0 | NA | NA | 37.0 | 19.6 | 1.5 | 7.0 | 8.9 | 7.9 | 5.3 | 6.8 | 14.4 | 11.5 | 15.9 | 32.6 | 6.7 | 9.6 | 3.7 | 8.5 | 8.4 | 15.3 | 19.7 | 12.4 | 4.6 | 16.1 | 6.7 | 5.5 | 2.6 | 16.8 | 3.9 |
| Standard Deviation(%) | NA | 19.0 | 12.9 | 11.1 | 13.0 | NA | NA | 10.9 | 32.8 | 4.9 | 8.9 | 8.5 | 6.9 | 7.8 | 8.3 | 15.1 | 13.3 | 16.1 | 19.5 | 9.9 | 8.3 | 7.0 | 9.6 | 9.0 | 10.6 | 10.8 | 11.6 | 8.7 | 13.0 | 8.6 | 6.3 | 6.1 | 7.3 | 5.5 |
| Treynor Ratio | NA | -0.06 | -0.01 | 0.02 | 0.03 | NA | NA | 0.05 | -0.47 | 0.18 | 0.01 | -0.01 | -0.01 | 0.16 | 0.13 | -0.03 | 0.1 | 0.2 | -0.26 | 0.09 | 0.1 | 0.07 | 0.11 | 0.32 | -0.1 | -0.13 | -0.09 | 0.24 | 0.15 | 0.07 | 0.05 | 0.21 | 27.34 | 0.0 |
| Alpha | NA | -0.03 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.17 | 0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.01 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.04 | -0.06 | 0.0 | 0.06 | 0.0 | -0.01 | 0.01 | -0.06 | NA |
| Beta | NA | 0.92 | 0.95 | 0.96 | 0.99 | NA | NA | 0.96 | 0.84 | 1.06 | 0.96 | 0.98 | 0.94 | 0.95 | 0.94 | 0.99 | 1.19 | 1.12 | 0.92 | 1.18 | 1.02 | 0.95 | 1.17 | 0.91 | 0.72 | 0.84 | 1.15 | 0.83 | 0.98 | 1.3 | 0.87 | 0.37 | -0.01 | NA |
| RSquared | NA | 0.1 | 0.33 | 0.43 | 0.75 | NA | NA | 0.69 | 0.07 | 0.71 | 0.83 | 0.87 | 0.83 | 0.84 | 0.91 | 0.93 | 0.93 | 0.93 | 0.92 | 0.92 | 0.84 | 0.7 | 0.82 | 0.83 | 0.87 | 0.77 | 0.47 | 0.4 | 0.66 | 0.65 | 0.46 | 0.13 | 0.0 | 0.0 |
| Yield(%) | N/A | 23.9 | 9.0 | 8.5 | 5.6 | 8.8 | 7.0 | N/A | 16.9 | 6.5 | 0.4 | 2.9 | 7.2 | 9.4 | 2.7 | 1.5 | 1.6 | 1.8 | 2.4 | 10.0 | 10.7 | 8.7 | 2.4 | 2.1 | 1.6 | 0.2 | 7.7 | 3.3 | 1.9 | 3.0 | 3.5 | 0.4 | 0.0 | 2.3 |
| Dividend Growth(%) | N/A | 5872.6 | 39.9 | 398.3 | 28.6 | N/A | N/A | N/A | 198.2 | 1400.0 | -85.5 | -63.1 | -20.4 | 276.6 | 81.3 | 1.9 | 5.3 | -44.7 | -74.5 | -6.1 | 27.1 | 302.2 | 40.6 | 28.0 | 733.3 | -98.1 | 173.7 | 103.6 | -30.0 | -11.1 | 800.0 | N/A | -100.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/11/1993
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