Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 05/06/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FBALX (FIDELITY BALANCED FUND FIDELITY BALANCED FUND) | -2.98% | 1.60% | 4.29% | 5.93% | 6.22% | 7.96% | 7.05% | 8.76% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBALX (FIDELITY BALANCED FUND FIDELITY BALANCED FUND) | 11/06/1986 | 05/06/2025 |
The return data shown below all have the same latest date: 05/06/2025.
AR inception is since 11/06/1986.
AR inception is since 11/06/1986.
| 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.53 | 1.60 | 4.29 | 5.93 | 6.22 | 7.96 | 7.05 | 8.76 | -2.98 | 11.25 | 19.61 | -23.49 | 8.33 | 16.68 | 24.40 | -3.98 | 16.52 | 7.02 | 0.41 | 10.26 | 20.53 | 12.89 | 1.69 | 13.77 | 28.05 | -31.31 | 9.05 | 11.64 | 10.71 | 10.92 | 28.25 | -8.00 | 2.22 | 5.30 | 9.03 | 20.29 | 23.45 | 9.34 | 14.90 | -5.31 | 19.28 | 7.95 | 26.78 | -0.47 | 19.47 | 15.99 | 1.97 | 1.60 |
| Sharpe Ratio | NA | -0.17 | -0.01 | 0.25 | 0.33 | NA | NA | 0.57 | -0.52 | 0.51 | 1.68 | -1.25 | 0.63 | 0.67 | 2.69 | -0.47 | 3.27 | 0.75 | 0.04 | 1.22 | 2.55 | 1.54 | 0.12 | 1.21 | 1.58 | -1.23 | 0.54 | 1.00 | 1.01 | 1.08 | 2.43 | -0.60 | -0.01 | 0.11 | 0.53 | 1.46 | 1.95 | 0.83 | 2.55 | -1.84 | 4.87 | 1.63 | 3.94 | -1.02 | 3.15 | 1.97 | -0.20 | 2.39 |
| Standard Deviation(%) | NA | 13.07 | 13.97 | 14.10 | 13.55 | NA | NA | 11.46 | 18.28 | 9.20 | 9.23 | 20.00 | 13.21 | 24.37 | 8.54 | 11.22 | 4.88 | 9.14 | 10.01 | 8.39 | 8.04 | 8.42 | 14.12 | 11.30 | 17.75 | 26.18 | 11.24 | 8.44 | 8.49 | 9.26 | 11.33 | 15.27 | 10.91 | 11.42 | 10.96 | 11.63 | 10.15 | 6.95 | 4.33 | 4.49 | 3.52 | 3.38 | 5.82 | 5.59 | 4.37 | 5.73 | 10.39 | 3.21 |
| Draw Down(%) | NA | 14.51 | 19.65 | 31.64 | 31.64 | NA | NA | 43.57 | 13.00 | 5.30 | 8.47 | 27.73 | 9.91 | 26.68 | 4.63 | 14.62 | 1.63 | 8.58 | 9.07 | 5.30 | 5.22 | 6.64 | 12.01 | 9.07 | 17.09 | 40.01 | 7.11 | 7.55 | 6.30 | 8.59 | 8.32 | 21.67 | 12.61 | 6.12 | 9.71 | 12.22 | 6.43 | 5.75 | 2.55 | 8.73 | 2.27 | 1.83 | 2.90 | 8.11 | 1.99 | 2.68 | 13.30 | 0.88 |
| Yield(%) | 0.00 | 0.98 | 1.43 | 1.50 | 3.98 | 5.58 | 5.38 | 9.53 | 0.00 | 1.49 | 2.00 | 1.11 | 0.96 | 1.47 | 5.03 | 9.50 | 8.45 | 3.21 | 7.17 | 9.85 | 7.19 | 1.89 | 1.90 | 2.17 | 2.91 | 2.13 | 8.25 | 7.58 | 5.27 | 4.18 | 1.92 | 2.89 | 4.12 | 6.42 | 14.93 | 11.31 | 14.44 | 4.80 | 4.65 | 2.98 | 10.07 | 8.29 | 9.89 | 5.96 | 11.59 | 6.91 | 6.56 | 0.00 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBALX (FIDELITY BALANCED FUND FIDELITY BALANCED FUND) |
-10.03%
Feb 2006 - Feb 2009 |
-2.36%
Feb 2004 - Feb 2009 |
2.33%
Feb 1999 - Feb 2009 |
5.14%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBALX (FIDELITY BALANCED FUND FIDELITY BALANCED FUND) |
22.08%
Apr 1996 - Apr 1999 |
18.06%
Feb 2009 - Feb 2014 |
13.42%
Apr 1989 - Apr 1999 |
11.34%
Sep 1990 - Sep 2005 |
Annualized Rolling Returns Comparison Chart