FBALX - Fidelity Balanced Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★★
Year-to-Date Return7.07%
5-Year Average Return7.80%
Number of Years Up28
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)28.05%
Worst 1 Yr Total Return (Feb 3, 2019)-31.31%
Best 3-Yr Total Return28.05%
Worst 3-Yr Total Return-5.80%

Trailing Returns (%) Vs. Benchmarks

ReturnFBALXCategory
YTD0.89%-0.22%
1-Month0.89%-0.22%
3-Month6.13%3.62%
1-Year17.74%12.53%
3-Year11.22%7.94%
5-Year8.81%6.36%
10-Year10.32%8.10%
Last Bull Market15.77%15.45%
Last Bear Market-10.41%-12.09%

Annual Total Return (%) History

Year
FBALXCategory
2019
24.39%19.23%
2018
-4.02%-5.76%
2017
16.50%13.21%
2016
7.01%7.34%
2015
0.41%-1.93%
2014
10.37%6.21%
2013
20.50%16.48%
2012
12.90%11.72%
2011
1.68%-0.11%
2010
13.76%11.83%
2009
28.05%24.13%
2008
-31.31%-28.00%
2007
8.99%5.99%
2006
11.65%11.29%
2005
10.68%5.13%
2004
10.94%8.86%
2003
28.24%20.35%
2002
-8.49%-12.02%
2001
2.25%-5.05%
2000
5.32%1.82%
1999
8.86%10.71%
1998
20.22%13.52%
1997
23.45%19.63%
1996
9.34%13.70%
1995
14.90%25.63%
1994
-5.31%-2.52%
1993
19.28%11.37%
1992
7.95%7.73%
1991
26.78%24.89%
1990
-0.47%-1.10%
1989
19.71%19.04%
1988
15.78%12.38%
1987
1.97%2.33%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
201910.65%3.70%1.08%7.24%
20180.13%3.16%3.94%-10.60%
20175.49%2.94%3.55%3.60%
20160.09%2.29%3.73%0.75%
20152.24%0.12%-5.97%4.32%
20142.02%4.09%0.73%3.17%
20135.90%0.93%5.08%7.29%
20129.13%-1.77%5.10%0.21%
20114.17%0.32%-8.47%6.31%
20104.16%-5.66%8.21%6.99%
2009-4.42%13.64%13.52%3.85%
2008-7.29%0.81%-12.63%-15.88%
20073.09%5.21%2.01%-1.49%
20064.48%-1.28%2.89%5.21%
2005-1.01%3.30%5.08%3.00%
20043.34%-0.52%-0.54%8.50%
2003-1.88%14.94%3.43%9.94%
20022.42%-6.41%-10.89%7.13%
2001-2.13%4.87%-6.83%6.92%
20002.25%-0.97%2.96%1.01%
19995.26%4.86%-4.35%3.11%
19989.00%2.31%-4.37%12.73%
19971.23%11.29%7.82%1.63%
1996-1.76%1.76%2.00%7.23%
19953.92%4.05%2.61%3.57%
1994-3.24%-1.73%2.15%-2.52%
19938.31%4.95%3.60%1.28%
19920.81%2.77%3.67%0.50%
199110.92%2.99%5.88%4.82%
1990-2.20%2.37%-5.54%5.25%
19893.79%7.13%4.64%2.89%
19886.77%5.21%1.33%1.72%
19879.75%-0.89%0.93%-7.12%

Rank In Category (By Total Return)

YTD14
1-Month14
3-Month6
1-Year8
3-Year7
5-Year7

Load Adjusted Returns

1-Year17.74%
3-Year11.22%
5-Year8.81%
10-Year10.32%