Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBAKX (FIDELITY BALANCED FUND CLASS K) | 7.97% | 22.29% | 16.50% | 9.15% | 11.68% | 10.81% | NA | … | … |
Data as of 06/05/2026, Common starting date is 05/22/2008
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBAKX (FIDELITY BALANCED FUND CLASS K) | 05/22/2008 | 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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 22.29 | 16.50 | 9.15 | 11.68 | 10.81 | NA | … | … | 7.97 | 15.19 | 16.17 | 21.69 | -18.22 | 18.40 | 22.52 | 24.48 | -3.94 | 16.60 | 7.12 | 0.87 | 10.52 | 20.58 | 13.09 | 1.76 | 13.35 | 28.29 | -30.34 |
| Sharpe Ratio | NA | 2.21 | 1.29 | 0.55 | 0.79 | NA | NA | … | … | 1.61 | 1.02 | 1.40 | 1.98 | -1.08 | 1.77 | 0.92 | 2.70 | -0.48 | 3.30 | 0.76 | 0.08 | 1.25 | 2.55 | 1.56 | 0.12 | 1.18 | 1.58 | -1.46 |
| Standard Deviation(%) | NA | 8.88 | 10.29 | 12.19 | 12.82 | NA | NA | … | … | 10.58 | 12.12 | 8.95 | 9.18 | 18.26 | 10.40 | 24.14 | 8.52 | 11.24 | 4.86 | 9.10 | 10.05 | 8.41 | 8.05 | 8.41 | 14.14 | 11.28 | 17.79 | 31.16 |
| Draw Down(%) | NA | 6.47 | 12.85 | 22.84 | 26.68 | NA | NA | … | … | 6.47 | 12.59 | 5.26 | 7.51 | 22.77 | 4.06 | 26.68 | 4.63 | 14.62 | 1.63 | 8.58 | 9.00 | 5.29 | 5.22 | 6.61 | 11.94 | 9.07 | 17.09 | 39.78 |
| Yield(%) | 0.00 | 6.11 | 5.86 | 6.01 | 7.76 | 8.23 | 6.30 | … | … | 0.37 | 6.23 | 6.34 | 3.93 | 6.13 | 10.56 | 6.82 | 5.12 | 9.59 | 8.54 | 3.31 | 7.63 | 9.95 | 7.31 | 2.02 | 2.04 | 1.79 | 3.11 | 1.79 |
Data as of 06/05/2026, Common starting date is 05/22/2008
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAKX (FIDELITY BALANCED FUND CLASS K) |
3.28%
Aug 2008 – Aug 2011 |
4.82%
Mar 2015 – Mar 2020 |
7.88%
Jun 2008 – Jun 2018 |
8.37%
Jun 2008 – Jun 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBAKX (FIDELITY BALANCED FUND CLASS K) |
21.77%
Dec 2018 – Dec 2021 |
18.07%
Feb 2009 – Feb 2014 |
12.66%
Dec 2011 – Dec 2021 |
12.23%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart