Nasdaq - Delayed Quote USD

Fidelity Balanced Fund (FBAKX)

29.39
+0.56
+(1.94%)
At close: 6:49:14 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.10%
5y Average Return 11.32%
Number of Years Up 14
Number of Years Down 2
Best 1Y Total Return (May 8, 2025) 24.48%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 24.48%
Worst 3Y Total Return 4.98%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FBAKX
Category
YTD
-2.91%
9.69%
1-Month
-0.18%
0.91%
3-Month
-4.72%
5.21%
1-Year
8.70%
27.06%
3-Year
8.57%
11.00%
5-Year
11.36%
10.26%
10-Year
9.08%
8.34%
Last Bull Market
14.58%
15.58%
Last Bear Market
-13.83%
-12.16%

Annual Total Return (%) History

Year
FBAKX
Category
2025
--
--
2024
16.13%
--
2023
21.68%
--
2022
-18.12%
--
2021
18.41%
--
2020
22.48%
11.72%
2019
24.48%
19.23%
2018
-3.94%
-5.76%

2017
16.60%
13.21%
2016
7.12%
7.34%
2015
0.50%
-1.93%
2014
10.52%
6.21%
2013
20.64%
16.48%
2012
13.04%
11.72%
2011
1.76%
-0.11%
2010
13.92%
11.83%
2009
28.29%
24.13%
2008
--
-28.00%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.74% -- -- --
2024 7.17% 2.80% 4.76% 0.62%
2023 7.55% 5.95% -2.80% 9.86%
2022 -4.91% -13.83% -4.92% 5.10%
2021 4.53% 6.38% -0.21% 6.71%
2020 -13.82% 18.37% 7.74% 11.44%
2019 10.70% 3.67% 1.10% 7.29%
2018 0.17% 3.14% 4.00% -10.59%
2017 5.54% 2.92% 3.57% 3.64%
2016 0.09% 2.32% 3.80% 0.76%

2015 2.24% 0.14% -5.95% 4.37%
2014 2.07% 4.11% 0.80% 3.18%
2013 5.95% 0.96% 5.11% 7.31%
2012 9.19% -1.75% 5.13% 0.22%
2011 4.17% 0.35% -8.44% 6.32%
2010 4.22% -5.63% 8.19% 7.06%
2009 -4.42% 13.70% 13.65% 3.87%
2008 -12.61% -15.83% -- --

Rank in Category (By Total Return)

YTD 85
1-Month 50
3-Month 77
1-Year 45
3-Year 15
5-Year 5

Load Adjusted Returns

1-Year 8.70%
3-Year 8.57%
5-Year 11.36%
10-Year 9.08%

Performance & Risk

YTD Return -2.10%
5y Average Return 11.32%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Fidelity Investments
Net Assets 53.54B
YTD Return -2.91%
Yield 1.89%
Morningstar Rating
Inception Date Oct 18, 2024

Fund Summary

The fund invests approximately 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), when its outlook is neutral. It invests at least 25% of total assets in fixed-income senior securities.

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