Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGLBX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS B) | NA | -1.90% | 2.85% | 3.12% | NA | NA | NA | … | … |
Data as of 06/27/2016, Common starting date is 02/26/2009
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGLBX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS B) | 02/26/2009 | 06/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.07 | -1.90 | 2.85 | 3.12 | NA | NA | NA | … | … | 0.93 | -4.81 | -7.59 | 5.64 | 9.22 | -3.93 | 10.54 | 35.85 |
| Sharpe Ratio | NA | -0.59 | -0.28 | -0.07 | NA | NA | NA | … | … | 0.17 | -0.52 | -0.78 | 0.51 | 1.11 | -0.26 | 0.78 | 2.76 |
| Standard Deviation(%) | NA | 10.40 | 10.65 | 11.26 | NA | NA | NA | … | … | 10.22 | 9.30 | 9.74 | 11.07 | 8.36 | 15.05 | 13.40 | 15.68 |
| Draw Down(%) | NA | 13.70 | 23.54 | 23.54 | NA | NA | NA | … | … | 7.09 | 9.45 | 12.17 | 9.04 | 6.93 | 14.80 | 11.66 | 4.97 |
| Yield(%) | 0.00 | 2.86 | 5.73 | 3.98 | 3.31 | 2.21 | 1.66 | … | … | 0.00 | 2.89 | 6.08 | 8.33 | 1.53 | 0.37 | 0.73 | 1.58 |
Data as of 06/27/2016, 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 |
|---|---|---|---|---|
| FGLBX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS B) |
1.25%
Jan 2013 – Jan 2016 |
1.76%
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 |
|---|---|---|---|---|
| FGLBX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS B) |
15.09%
Mar 2009 – Mar 2012 |
12.76%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart