FBALX
Fidelity Balanced Fund
Mutual fund
$35.44+0.16 (+0.45%)Close Oct 2, 2026
Nov 6, 1986 – Oct 2, 2026, Dividends reinvested
- Final balance
- $416,428
- CAGR
- +9.80%
- Max drawdown
- −43.57%
- Sharpe ratio
- 0.89
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Growth of $10,000
Trailing returns (%)
Annualized from 3Y- 1M
- +0.14%
- 3M
- +1.01%
- 6M
- +12.30%
- YTD
- +11.16%
- 1Y
- +13.91%
- 3Y
- +17.85%
- 5Y
- +9.29%
- 10Y
- +11.60%
- 15Y
- +11.47%
- 20Y
- +9.02%
- 25Y
- +9.27%
- 30Y
- +9.67%
- Since 1986
- +9.80%
Metrics
Since 1986| Volatility | 11.20% |
|---|---|
| Sortino ratio | 1.26 |
| Calmar ratio | 0.22 |
| Best year, 2003 | +28.25% |
| Worst year, 2008 | −31.31% |
| Positive years | 33 of 39 |
| Longest drawdown | 3.3 years |
Worst drawdowns
Since 1986| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −43.6% | Oct 2007 | Mar 2009 | Feb 2011 | 3.3 years |
| −26.7% | Feb 2020 | Mar 2020 | Jul 2020 | 5 months |
| −22.9% | Dec 2021 | Oct 2022 | Jan 2024 | 2.1 years |
| −21.7% | Mar 2002 | Oct 2002 | Jun 2003 | 1.2 years |
| −14.6% | Aug 2018 | Dec 2018 | Apr 2019 | 7 months |
Annual returns
1986 from Nov 6 · 2026 through Oct 2