Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBKFX (Fidelity Balanced K6 Fund) | 7.79% | 22.56% | 16.63% | 9.42% | NA | NA | NA | … | … |
Data as of 06/05/2026, Common starting date is 06/17/2019
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBKFX (Fidelity Balanced K6 Fund) | 06/17/2019 | 06/05/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.74 | 22.56 | 16.63 | 9.42 | NA | NA | NA | … | … | 7.79 | 15.68 | 16.19 | 21.93 | -17.87 | 18.51 | 22.75 | 10.35 |
| Sharpe Ratio | NA | 2.61 | 1.42 | 0.60 | NA | NA | NA | … | … | 2.19 | 1.05 | 1.39 | 1.99 | -1.06 | 1.77 | 0.95 | 2.27 |
| Standard Deviation(%) | NA | 8.71 | 10.32 | 12.24 | NA | NA | NA | … | … | 10.44 | 12.22 | 9.03 | 9.26 | 18.32 | 10.41 | 23.70 | 8.18 |
| Draw Down(%) | NA | 6.61 | 12.88 | 22.64 | NA | NA | NA | … | … | 6.61 | 12.59 | 5.30 | 7.47 | 22.58 | 4.12 | 26.58 | 3.75 |
| Yield(%) | 0.00 | 6.24 | 4.41 | 3.90 | 3.20 | 2.14 | 1.60 | … | … | 0.00 | 6.77 | 3.25 | 2.14 | 2.80 | 4.75 | 2.95 | 0.56 |
Data as of 06/05/2026, Common starting date is 06/17/2019
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBKFX (Fidelity Balanced K6 Fund) |
4.34%
Apr 2021 – Apr 2024 |
8.48%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBKFX (Fidelity Balanced K6 Fund) |
18.67%
Sep 2022 – Sep 2025 |
13.81%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart