Nasdaq - Delayed Quote USD
Fidelity Balanced Fund (FBAKX)
29.39
+0.56
+(1.94%)
At close: 6:49:14 PM EDT
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 24.48% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 2 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| FBAKX | Category Average | FBAKX | Category Average | FBAKX | Category Average | |
| Alpha | 2.18 | -0.01 | 3.3 | -0.01 | 2.44 | -0 |
| BETA | 1.01 | 0.01 | 1.08 | 0.01 | 1.13 | 0.01 |
| Mean Annual Return | 0.75 | 0.01 | 0.97 | 0.01 | 0.79 | 0.01 |
| R-squared | 89.64 | 0.93 | 91.27 | 0.92 | 92.8 | 0.92 |
| Standard Deviation | 12.8 | 0.13 | 12.64 | 0.1 | 11.84 | 0.09 |
| Sharpe Ratio | 0.35 | 0.01 | 0.69 | 0.01 | 0.63 | 0.01 |
| Treynor Ratio | 3.82 | 0.09 | 7.89 | 0.09 | 6.24 | 0.07 |
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