FBAVX
Fidelity Advisor Balanced Fund Class Z
Mutual fund
$35.44+0.16 (+0.45%)Close Oct 2, 2026
Oct 18, 2024 – Oct 2, 2026, Dividends reinvested
- Final balance
- $12,776
- CAGR
- +13.35%
- Max drawdown
- −12.85%
- Sharpe ratio
- 1.19
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Growth of $10,000
Trailing returns (%)
- 1M
- +0.14%
- 3M
- +1.06%
- 6M
- +12.32%
- YTD
- +11.20%
- 1Y
- +14.01%
- Since 2024
- +13.35%
Metrics
Since 2024| Volatility | 11.10% |
|---|---|
| Sortino ratio | 1.76 |
| Calmar ratio | 1.04 |
| Best year, 2025 | +15.22% |
| Worst year, 2025 | +15.22% |
| Positive years | 1 of 1 |
| Longest drawdown | 7 months |
Worst drawdowns
Since 2024| Decline | Peak | Bottom | Recovered | Length |
|---|---|---|---|---|
| −12.9% | Dec 2024 | Apr 2025 | Jun 2025 | 7 months |
| −6.5% | Feb 2026 | Mar 2026 | Apr 2026 | 2 months |
| −3.1% | Oct 2025 | Nov 2025 | Nov 2025 | 1 month |
| −2.9% | Jun 2026 | Jun 2026 | Jun 2026 | 2 weeks |
| −2.9% | Jul 2026 | Jul 2026 | Aug 2026 | 3 weeks |
Annual returns
2024 from Oct 18 · 2026 through Oct 2