Toronto - Delayed Quote • CAD
Fidelity Balanced Private Pool Cl I5 (0P0000JBNJ.TO)
At close: April 23 at 4:00 PM EDT
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.88% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 4.96% |
| 5y Average Return | 5.01% |
| Rank in Category (ytd) | 22 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000JBNJ.TO | Category Average | 0P0000JBNJ.TO | Category Average | 0P0000JBNJ.TO | Category Average | |
| Alpha | 0.15 | -- | -0.41 | -- | -1.01 | -- |
| BETA | 0.9 | -- | 1.06 | -- | 1.01 | -- |
| Mean Annual Return | 0.36 | -- | 0.48 | -- | 0.44 | -- |
| R-squared | 94.28 | -- | 91.19 | -- | 87.34 | -- |
| Standard Deviation | 7.92 | -- | 9.32 | -- | 7.61 | -- |
| Sharpe Ratio | 0.22 | -- | 0.41 | -- | 0.51 | -- |
| Treynor Ratio | 1.66 | -- | 3.34 | -- | 3.63 | -- |
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