Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGLCX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS C) | NA | 13.43% | 4.68% | 4.97% | 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 |
|---|---|---|
| FGLCX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS C) | 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 (%) | -0.23 | 13.43 | 4.68 | 4.97 | NA | NA | NA | … | … | -15.06 | 18.62 | -0.24 | -1.93 | -1.55 | 14.30 | 10.75 | -3.56 | 11.65 | 37.40 |
| Sharpe Ratio | NA | -0.34 | -0.15 | 0.09 | NA | NA | NA | … | … | -1.22 | 3.66 | -0.05 | -0.23 | -0.23 | 1.82 | 1.31 | -0.24 | 0.86 | 2.90 |
| Standard Deviation(%) | NA | 19.41 | 13.09 | 11.21 | NA | NA | NA | … | … | 33.47 | 4.94 | 8.91 | 8.49 | 6.93 | 7.84 | 8.25 | 15.07 | 13.38 | 15.61 |
| Draw Down(%) | NA | 20.21 | 20.21 | 20.21 | NA | NA | NA | … | … | 20.21 | 1.52 | 7.10 | 9.28 | 8.15 | 5.42 | 6.96 | 14.80 | 11.45 | 4.97 |
| Yield(%) | 16.81 | 23.37 | 8.67 | 7.92 | 7.17 | 4.78 | 3.58 | … | … | 17.15 | 5.52 | 0.38 | 2.93 | 6.31 | 8.70 | 1.64 | 0.61 | 1.18 | 1.84 |
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 |
|---|---|---|---|---|
| FGLCX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS C) |
-1.24%
Dec 2013 – Dec 2016 |
1.75%
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 |
|---|---|---|---|---|
| FGLCX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS C) |
15.22%
Mar 2009 – Mar 2012 |
12.83%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart