FBAKX
Fidelity Balanced Fund Class K
Mutual fund
$35.46+0.16 (+0.45%)Close Oct 2, 2026
May 15, 2008 – Oct 2, 2026, Dividends reinvested
- Final balance
- $49,690
- CAGR
- +9.11%
- Max drawdown
- −41.40%
- Sharpe ratio
- 0.72
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.14%
- 3M
- +1.06%
- 6M
- +12.34%
- YTD
- +11.22%
- 1Y
- +14.01%
- 3Y
- +17.92%
- 5Y
- +9.37%
- 10Y
- +11.69%
- 15Y
- +11.60%
- Since 2008
- +9.11%
Metrics
Since 2008| Volatility | 13.31% |
|---|---|
| Sortino ratio | 1.01 |
| Calmar ratio | 0.22 |
| Best year, 2009 | +28.29% |
| Worst year, 2022 | −18.22% |
| Positive years | 15 of 17 |
| Longest drawdown | 2.6 years |
Worst drawdowns
Since 2008| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −41.4% | May 2008 | Mar 2009 | Jan 2011 | 2.6 years |
| −26.7% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −22.8% | Dec 2021 | Oct 2022 | Jan 2024 | 2.1 years |
| −14.6% | Aug 2018 | Dec 2018 | Apr 2019 | 7 months |
| −12.9% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
Annual returns
2008 from May 15 · 2026 through Oct 2