Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FGLIX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS I) | NA | 14.68% | 5.85% | 6.12% | 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 |
|---|---|---|
| FGLIX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS I) | 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 (%) | -0.16 | 14.68 | 5.85 | 6.12 | NA | NA | NA | … | … | -14.50 | 19.94 | 0.89 | -0.88 | -0.46 | 15.53 | 11.99 | -2.56 | 12.64 | 38.77 |
| Sharpe Ratio | NA | -0.28 | -0.06 | 0.20 | NA | NA | NA | … | … | -1.20 | 3.92 | 0.08 | -0.11 | -0.07 | 1.98 | 1.46 | -0.17 | 0.94 | 3.01 |
| Standard Deviation(%) | NA | 19.14 | 12.95 | 11.11 | NA | NA | NA | … | … | 32.98 | 4.95 | 8.89 | 8.50 | 6.92 | 7.84 | 8.24 | 15.07 | 13.33 | 15.60 |
| Draw Down(%) | NA | 19.74 | 19.74 | 19.74 | NA | NA | NA | … | … | 19.74 | 1.49 | 6.98 | 8.94 | 7.89 | 5.29 | 6.82 | 14.43 | 11.33 | 4.94 |
| Yield(%) | 16.57 | 24.07 | 9.07 | 8.51 | 8.19 | 5.46 | 4.09 | … | … | 16.96 | 6.54 | 0.44 | 2.87 | 7.22 | 9.45 | 2.73 | 1.52 | 1.78 | 2.19 |
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 |
|---|---|---|---|---|
| FGLIX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS I) |
-0.15%
Dec 2013 – Dec 2016 |
2.85%
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 |
|---|---|---|---|---|
| FGLIX (FIDELITY GLOBAL BALANCED FUND FIDELITY ADVISOR GLOBAL BALANCED FUND: CLASS I) |
16.40%
Mar 2009 – Mar 2012 |
14.01%
Mar 2009 – Mar 2014 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart