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    Fidelity Balanced (FBALX)

    23.39 Down 0.04(0.17%) Feb 27

    Risk as of Jan 30, 2015Get Risk for:
    Risk Overview 
    Morningstar Risk Rating:4
    Number of Years Up24
    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)3.741.22
    Beta (against Standard Index)0.991.00
    Mean Annual Return1.020.81
    R-squared (against Standard Index)90.2890.55
    Standard Deviation6.536.58
    Sharpe Ratio1.861.49
    Treynor Ratio12.7310.04
    5 Years
    StatisticFBALXCategory
    Alpha (against Standard Index)2.650.24
    Beta (against Standard Index)1.001.05
    Mean Annual Return0.970.80
    R-squared (against Standard Index)95.6094.46
    Standard Deviation8.599.07
    Sharpe Ratio1.341.07
    Treynor Ratio11.789.27
    10 Years
    StatisticFBALXCategory
    Alpha (against Standard Index)0.30-0.82
    Beta (against Standard Index)1.121.06
    Mean Annual Return0.650.53
    R-squared (against Standard Index)94.7493.59
    Standard Deviation11.1210.55
    Sharpe Ratio0.570.47
    Treynor Ratio5.344.31