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    Fidelity Balanced (FBALX)

    21.89 Up 0.02(0.09%) Dec 2

    Performance Overview as of Oct 30, 2016Get Performance Overview for:
    Performance Overview 
    Morningstar Return Rating:5.00
    Year-to-Date Return:4.41%
    5-Year Average Return:9.41%
    Number of Years Up:25
    Number of Years Down:4
    Best 1 Yr Total Return (2003-12-31):28.24%
    Worst 1 Yr Total Return (2008-12-31):-31.31%
    Best 3-Yr Total Return (N/A):16.34%
    Worst 3-Yr Total Return (N/A):-5.80%
    Load Adjusted Returns 
    1-Year:3.33%
    3-Year:6.35%
    5-Year:9.41%
    10-Year:5.98%
    Trailing Returns (%) vs. Benchmarks 
    ReturnFBALXCategoryDiffIndex*Diff
    Year To Date4.41N/AN/AN/AN/A
    1-Month-1.70N/AN/AN/AN/A
    3-Month-1.04N/AN/AN/AN/A
    1-Year3.33N/AN/AN/AN/A
    3-Year6.35N/AN/AN/AN/A
    5-Year9.41N/AN/AN/AN/A
    Last Bull Market (Sep 29, 2011 to Apr 29, 2012)15.77N/AN/AN/AN/A
    Last Bear Market (Apr 29, 2011 to Sep 29, 2011)-10.41N/AN/AN/AN/A
    Annual Total Return (%) History () 
    YearFBALXCategoryDiff
    2016N/AN/AN/A
    2015
     
    0.41N/AN/A
    2014
     
    10.37N/AN/A
    2013
     
    20.50N/AN/A
    2012
     
    12.90N/AN/A
    2011
     
    1.68N/AN/A
    2010
     
    13.76N/AN/A
    2009
     
    28.05N/AN/A
    2008
     
    -31.31N/AN/A
    2007
     
    8.99N/AN/A
    2006
     
    11.65N/AN/A
    2005
     
    10.68N/AN/A
    2004
     
    10.94N/AN/A
    2003
     
    28.24N/AN/A
    2002
     
    -8.49N/AN/A
    2001
     
    2.25N/AN/A
    2000
     
    5.32N/AN/A
    1999
     
    8.86N/AN/A
    1998
     
    20.22N/AN/A
    1997
     
    23.45N/AN/A
    1996
     
    9.34N/AN/A
    1995
     
    14.90N/AN/A
    1994
     
    -5.31N/AN/A
    1993
     
    19.28N/AN/A
    1992
     
    7.95N/AN/A
    1991
     
    26.78N/AN/A
    1990
     
    -0.47N/AN/A
    1989
     
    19.71N/AN/A
    1988
     
    15.78N/AN/A
    1987
     
    1.97N/AN/A
    Past Quarterly Returns (%) for FBALX 
    Q1Q2Q3Q4
    20160.092.293.73N/A
    20152.240.12-5.974.32
    20142.024.090.733.17
    20135.900.935.087.29
    20129.13-1.775.100.21
    20114.170.32-8.476.31
    20104.16-5.668.216.99
    2009-4.4213.6413.523.85
    2008-7.290.81-12.63-15.88
    20073.095.212.01-1.49
    20064.48-1.282.895.21
    2005-1.013.305.083.00
    20043.34-0.52-0.548.50
    2003-1.8814.943.439.94
    20022.42-6.41-10.897.13
    2001-2.134.87-6.836.92
    20002.25-0.972.961.01
    19995.264.86-4.353.11
    19989.002.31-4.3712.73
    19971.2311.297.821.63
    1996-1.761.762.007.23
    19953.924.052.613.57
    1994-3.24-1.732.15-2.52
    19938.314.953.601.28
    19920.812.773.670.50
    199110.922.995.884.82
    1990-2.202.37-5.545.25
    19893.797.134.642.89
    19886.775.211.331.72
    19879.75-0.890.93-7.12
    Rank in Category (by total return) 
    PeriodRankFunds in Category% Rank
    Year To Date56N/A
    1-Month77N/A
    3-Month46N/A
    6-Month26N/A
    1-Year36N/A
    3-Year6N/A
    5-Year9N/A