U.S. markets closed

Fidelity Balanced Fund (FBALX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
30.71-0.26 (-0.84%)
At close: 8:02PM EDT

Risk Overview

Morningstar Risk Rating★★★★
Number of Years Up29
Number of Years Down5
Best 1 Yr Total Return (Feb 3, 2019)28.05%
Worst 1 Yr Total Return (Feb 3, 2019)-31.31%

Risk Statistics

3 Years
FBALXCategory Average
5 Years
FBALXCategory Average
10 Years
FBALXCategory Average
Alpha
2.63-0.01
1.73-0.01
2.15-0
Beta
1.220.01
1.220.01
1.140.01
Mean Annual Return
1.320.01
1.170.01
0.930.01
R-squared
96.530.92
95.80.91
94.490.92
Standard Deviation
14.110.13
11.360.1
10.020.1
Sharpe Ratio
1.030.01
1.130.01
1.050.01
Treynor Ratio
120.09
10.740.08
9.230.07