Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGLAX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS A) | NA | 14.35% | 5.53% | 5.81% | NA | NA | NA | … | … |
Data as of 04/27/2018, Common starting date is 02/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGLAX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS A) | 02/26/2009 | 04/27/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.20 | 14.35 | 5.53 | 5.81 | NA | NA | NA | … | … | -14.64 | 19.58 | 0.57 | -1.10 | -0.76 | 15.25 | 11.64 | -2.80 | 12.10 | 38.33 |
| Sharpe Ratio | NA | -0.29 | -0.09 | 0.17 | NA | NA | NA | … | … | -1.21 | 3.85 | 0.04 | -0.13 | -0.11 | 1.95 | 1.42 | -0.19 | 0.90 | 2.98 |
| Standard Deviation(%) | NA | 19.16 | 12.96 | 11.12 | NA | NA | NA | … | … | 33.01 | 4.94 | 8.92 | 8.47 | 6.95 | 7.82 | 8.24 | 15.09 | 13.35 | 15.58 |
| Draw Down(%) | NA | 19.80 | 19.80 | 19.80 | NA | NA | NA | … | … | 19.80 | 1.51 | 7.07 | 8.99 | 7.93 | 5.36 | 6.84 | 14.49 | 11.55 | 4.95 |
| Yield(%) | 16.60 | 23.83 | 8.94 | 8.33 | 7.86 | 5.24 | 3.93 | … | … | 16.97 | 6.23 | 0.40 | 2.88 | 6.99 | 9.21 | 2.46 | 1.25 | 1.35 | 2.10 |
Data as of 04/27/2018, Common starting date is 02/26/2009
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLAX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS A) |
-0.43%
Dec 2013 – Dec 2016 |
2.56%
Feb 2011 – Feb 2016 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGLAX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS A) |
15.97%
Mar 2009 – Mar 2012 |
13.63%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart