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Fidelity Balanced (FBALX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.66+0.01 (+0.04%)
As of 8:00PM EDT. Market open.
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Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up26
Number of Years Down4
Best 1 Yr Total Return (Apr 29, 2017)28.24%
Worst 1 Yr Total Return (Apr 29, 2017)-31.31%

Risk Statistics

3 Years
FBALXCategory Average
5 Years
FBALXCategory Average
10 Years
FBALXCategory Average
Alpha
2.19-0
2.050
0.28-0.01
Beta
1.120.01
1.070.01
1.110.01
Mean Annual Return
0.630
0.790.01
0.540
R-squared
91.010.89
91.220.9
94.840.93
Standard Deviation
7.610.07
7.320.07
11.320.11
Sharpe Ratio
0.960.01
1.270.01
0.520
Treynor Ratio
6.480.04
8.80.07
4.910.04