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Fidelity Balanced (FBALX)

22.95 Up 0.18(0.79%) Apr 16
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Risk as of Mar 30, 2014Get Risk for:
Risk Overview 
Morningstar Risk Rating:4
Number of Years Up23
Number of Years Down4
Best 1 Yr Total Return(Dec 30, 2003):28.24%
Worst 1 Yr Total Return(Dec 30, 2008):-31.31%
Risk (Modern Portfolio Theory) Statistics 
3 Years
StatisticFBALXCategory
Alpha (against Standard Index)2.33-0.06
Beta (against Standard Index)1.001.04
Mean Annual Return0.880.71
R-squared (against Standard Index)96.0393.44
Standard Deviation8.488.96
Sharpe Ratio1.230.95
Treynor Ratio10.628.16
5 Years
StatisticFBALXCategory
Alpha (against Standard Index)2.01-0.04
Beta (against Standard Index)1.031.05
Mean Annual Return1.321.18
R-squared (against Standard Index)97.0494.74
Standard Deviation9.6910.02
Sharpe Ratio1.631.41
Treynor Ratio16.0013.85
10 Years
StatisticFBALXCategory
Alpha (against Standard Index)-0.30-1.22
Beta (against Standard Index)1.131.05
Mean Annual Return0.650.54
R-squared (against Standard Index)95.0693.26
Standard Deviation11.2610.57
Sharpe Ratio0.550.46
Treynor Ratio5.104.22