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FGLAX: FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | World Allocation |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 02/26/2009 |
| Last Dividend Date: | 04/26/2018 |
| 12-Mo. Yield | 23.83% |
| Expenses | 1.37% |
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Performance Analytics (As of 09/11/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 02/26/2009 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -4.0 | 0.7 | 9.8 | -14.6 | 19.6 | 0.6 | -1.1 | -0.8 | 15.3 | 11.6 | -2.8 | 12.1 | 38.3 |
| Sharpe Ratio | NA | -0.29 | -0.09 | 0.17 | 0.62 | -1.21 | 3.85 | 0.04 | -0.13 | -0.11 | 1.95 | 1.42 | -0.19 | 0.9 | 2.98 |
| Draw Down(%) | NA | 19.8 | 19.8 | 19.8 | 19.8 | 19.8 | 1.5 | 7.1 | 9.0 | 7.9 | 5.4 | 6.8 | 14.5 | 11.5 | 4.9 |
| Standard Deviation(%) | NA | 19.2 | 13.0 | 11.1 | 12.0 | 33.0 | 4.9 | 8.9 | 8.5 | 6.9 | 7.8 | 8.2 | 15.1 | 13.4 | 15.6 |
| Treynor Ratio | NA | -0.06 | -0.01 | 0.02 | 0.07 | -0.48 | 0.18 | 0.0 | -0.01 | -0.01 | 0.16 | 0.12 | -0.03 | 0.1 | 0.4 |
| Alpha | NA | -0.04 | -0.01 | -0.01 | 0.0 | -0.17 | 0.02 | -0.01 | 0.0 | -0.01 | 0.01 | 0.01 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.92 | 0.95 | 0.96 | 1.03 | 0.83 | 1.07 | 0.96 | 0.97 | 0.94 | 0.95 | 0.94 | 0.99 | 1.19 | 1.17 |
| RSquared | NA | 0.1 | 0.32 | 0.43 | 0.7 | 0.07 | 0.71 | 0.83 | 0.87 | 0.84 | 0.83 | 0.91 | 0.93 | 0.93 | 0.93 |
| Yield(%) | N/A | 23.8 | 8.9 | 8.3 | N/A | 17.0 | 6.2 | 0.4 | 2.9 | 7.0 | 9.2 | 2.5 | 1.3 | 1.3 | 2.1 |
| Dividend Growth(%) | N/A | 6454.1 | 43.2 | N/A | N/A | 210.2 | 1497.6 | -87.0 | -61.8 | -21.2 | 308.9 | 89.3 | 2.2 | -11.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/26/2009
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See World Allocation Asset Class Trend Rankings |
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