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Sunday, December 27, 2009, 7:00PM ET - U.S. Markets Closed. Dow  0.51% Nasdaq  0.71%

Fidelity Balanced (FBALX)

On Dec 24: 16.47   0.05 (0.30%)

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Risk  As of 30-Nov-09 Get Risk for:
RISK OVERVIEW   Morningstar Risk Rating: Above average Number of Years Up: 4 Number of Years Down: 1 Best 1 Yr Total Return (2006): 11.65% Worst 1 Yr Total Return (2008): -31.31% RISK (MODERN PORTFOLIO THEORY) STATISTICS   3 Years Statistic FBALX Category Alpha (against Standard Index) -2.57 -2.96 Beta (against Standard Index) 1.17 1.07 Mean Annual Return -2.00 -0.09 R-squared (against Standard Index) 95 93.10 Standard Deviation 15.93 14.78 Sharpe Ratio -0.19 N/A Treynor Ratio -3.65 N/A 5 Years Statistic FBALX Category Alpha (against Standard Index) -1.25 -2.53 Beta (against Standard Index) 1.19 1.06 Mean Annual Return 3.67 0.24 R-squared (against Standard Index) 95 92.17 Standard Deviation 13.17 11.94 Sharpe Ratio 0.12 N/A Treynor Ratio 0.57 N/A 10 Years Statistic FBALX Category Alpha (against Standard Index) 0.17 -2.27 Beta (against Standard Index) 1.15 1.06 Mean Annual Return 5.29 0.27 R-squared (against Standard Index) 92 86.88 Standard Deviation 11.91 11.38 Sharpe Ratio 0.25 N/A Treynor Ratio 2.06 N/A
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