Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FBALX (FIDELITY BALANCED FUND FIDELITY BALANCED FUND) | 7.96% | 22.26% | 16.42% | 9.08% | 11.61% | 10.69% | 8.98% | … | … |
Data as of 06/05/2026, Common starting date is 11/06/1986
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FBALX (FIDELITY BALANCED FUND FIDELITY BALANCED FUND) | 11/06/1986 | 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 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | 22.26 | 16.42 | 9.08 | 11.61 | 10.69 | 8.98 | … | … | 7.96 | 15.11 | 16.09 | 21.60 | -18.29 | 18.27 | 22.45 | 24.40 | -3.98 | 16.52 | 7.02 | 0.41 | 10.26 | 20.53 | 12.89 | 1.69 | 13.77 | 28.05 | -31.31 | 9.05 | 11.64 | 10.71 | 10.92 | 28.25 | -8.00 | 2.22 | 5.30 | 9.03 | 20.29 | 23.45 | 9.34 | 14.90 | -5.31 | 19.28 | 7.95 | 26.78 | -0.47 | 19.47 | 15.99 | 1.97 | 1.60 |
| Sharpe Ratio | NA | 2.21 | 1.28 | 0.54 | 0.78 | NA | NA | … | … | 1.61 | 1.01 | 1.40 | 1.98 | -1.08 | 1.75 | 0.92 | 2.68 | -0.48 | 3.26 | 0.74 | 0.04 | 1.22 | 2.55 | 1.54 | 0.12 | 1.21 | 1.58 | -1.23 | 0.53 | 0.98 | 1.00 | 1.07 | 2.43 | -0.60 | -0.02 | 0.09 | 0.52 | 1.45 | 1.94 | 0.81 | 2.52 | -1.87 | 4.84 | 1.60 | 3.91 | -1.06 | 3.10 | 1.93 | -0.22 | 2.29 |
| Standard Deviation(%) | NA | 8.88 | 10.28 | 12.18 | 12.82 | NA | NA | … | … | 10.59 | 12.15 | 8.90 | 9.16 | 18.25 | 10.43 | 24.15 | 8.54 | 11.22 | 4.88 | 9.14 | 10.01 | 8.39 | 8.04 | 8.42 | 14.12 | 11.30 | 17.75 | 26.18 | 11.24 | 8.44 | 8.49 | 9.26 | 11.33 | 15.27 | 10.91 | 11.42 | 10.96 | 11.63 | 10.15 | 6.95 | 4.33 | 4.49 | 3.52 | 3.38 | 5.82 | 5.59 | 4.37 | 5.73 | 10.39 | 3.21 |
| Draw Down(%) | NA | 6.47 | 12.88 | 22.89 | 26.68 | NA | NA | … | … | 6.47 | 12.60 | 5.30 | 7.49 | 22.81 | 4.09 | 26.68 | 4.63 | 14.62 | 1.63 | 8.58 | 9.07 | 5.30 | 5.22 | 6.64 | 12.01 | 9.07 | 17.09 | 40.01 | 7.11 | 7.55 | 6.30 | 8.59 | 8.32 | 21.67 | 12.61 | 6.12 | 9.71 | 12.22 | 6.43 | 5.75 | 2.55 | 8.73 | 2.27 | 1.83 | 2.90 | 8.11 | 1.99 | 2.68 | 13.30 | 0.88 |
| Yield(%) | 0.00 | 6.07 | 5.79 | 5.95 | 7.67 | 8.09 | 6.98 | … | … | 0.36 | 6.18 | 6.26 | 3.85 | 6.06 | 10.48 | 6.74 | 5.03 | 9.50 | 8.45 | 3.21 | 7.17 | 9.85 | 7.19 | 1.89 | 1.90 | 2.17 | 2.91 | 2.13 | 8.25 | 7.58 | 5.27 | 4.18 | 1.92 | 2.89 | 4.12 | 6.42 | 14.93 | 11.31 | 14.44 | 4.80 | 4.65 | 2.98 | 10.07 | 8.29 | 9.89 | 5.96 | 11.59 | 6.91 | 6.56 | 0.00 |
Data as of 06/05/2026, Common starting date is 11/06/1986
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBALX (FIDELITY BALANCED FUND FIDELITY BALANCED FUND) |
-10.03%
Feb 2006 – Feb 2009 |
-2.36%
Feb 2004 – Feb 2009 |
2.33%
Feb 1999 – Feb 2009 |
5.51%
Feb 1994 – Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FBALX (FIDELITY BALANCED FUND FIDELITY BALANCED FUND) |
22.08%
Apr 1996 – Apr 1999 |
18.06%
Feb 2009 – Feb 2014 |
13.42%
Apr 1989 – Apr 1999 |
12.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart