Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/01/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBAKX (FIDELITY BALANCED FUND CLASS K) | -2.91% | 4.79% | 4.18% | 6.25% | 6.25% | 7.83% | NA | 6.99% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBAKX (FIDELITY BALANCED FUND CLASS K) | 05/22/2008 | 05/01/2025 |
The return data shown below all have the same latest date: 05/01/2025.
AR inception is since 05/22/2008.
AR inception is since 05/22/2008.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | 4.79 | 4.18 | 6.25 | 6.25 | 7.83 | NA | 6.99 | -2.91 | 11.83 | 19.69 | -23.43 | 8.45 | 16.74 | 24.48 | -3.94 | 16.60 | 7.12 | 0.87 | 10.52 | 20.58 | 13.09 | 1.76 | 13.35 | 28.29 | -30.34 |
| Sharpe Ratio | NA | -0.22 | -0.10 | 0.24 | 0.32 | NA | NA | 0.39 | -0.82 | 0.57 | 1.68 | -1.25 | 0.64 | 0.67 | 2.71 | -0.47 | 3.30 | 0.76 | 0.08 | 1.25 | 2.55 | 1.56 | 0.12 | 1.18 | 1.59 | -1.46 |
| Standard Deviation(%) | NA | 13.13 | 14.14 | 14.17 | 13.54 | NA | NA | 13.98 | 18.72 | 9.22 | 9.25 | 19.99 | 13.18 | 24.36 | 8.52 | 11.24 | 4.86 | 9.10 | 10.05 | 8.41 | 8.05 | 8.41 | 14.14 | 11.28 | 17.79 | 31.16 |
| Draw Down(%) | NA | 14.11 | 19.62 | 31.57 | 31.57 | NA | NA | 41.18 | 12.99 | 5.26 | 8.49 | 27.69 | 9.90 | 26.68 | 4.63 | 14.62 | 1.63 | 8.58 | 9.00 | 5.29 | 5.22 | 6.61 | 11.94 | 9.07 | 17.09 | 39.78 |
| Yield(%) | 0.00 | 1.54 | 1.65 | 1.71 | 4.08 | 5.56 | 3.97 | 4.96 | 0.00 | 2.07 | 2.08 | 1.17 | 1.04 | 1.55 | 5.12 | 9.59 | 8.54 | 3.31 | 7.63 | 9.95 | 7.31 | 2.02 | 2.04 | 1.79 | 3.11 | 1.79 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAKX (FIDELITY BALANCED FUND CLASS K) |
-1.68%
Apr 2021 - Apr 2024 |
3.00%
Dec 2017 - Dec 2022 |
6.08%
Oct 2013 - Oct 2023 |
6.92%
Jun 2008 - Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAKX (FIDELITY BALANCED FUND CLASS K) |
20.84%
Feb 2009 - Feb 2012 |
18.07%
Feb 2009 - Feb 2014 |
12.59%
Feb 2009 - Feb 2019 |
10.60%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart