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Fidelity Balanced (FBALX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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29.60-0.02 (-0.07%)
At close: 08:01PM EDT

Risk overview

Morningstar risk rating★★★★★
Number of years up31
Number of years down6
Best 1-yr total return (20 Jun 2024)28.05%
Worst 1-yr total return (20 Jun 2024)N/A

Risk statistics

3 years
FBALXCategory average
5 years
FBALXCategory average
10 years
FBALXCategory average
Alpha
4.24-0.01
4.72-0.01
3.11-0
BETA
1.080.01
1.120.01
1.140.01
Mean annual return
0.490.01
1.030.01
0.810.01
R-squared
92.950.93
94.610.92
93.860.92
Standard deviation
13.970.13
14.240.1
11.730.09
Sharpe ratio
0.190.01
0.710.01
0.70.01
Treynor ratio
1.660.09
8.730.09
6.890.07