Nasdaq - Delayed Quote
USD
Fidelity Balanced (FBALX)
31.72
+0.07
(+0.22%)
At close: November 6 at 8:08:56 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 8.41% |
|---|---|
| 5y Average Return | 7.53% |
| Number of Years Up | 33 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Nov 5, 2026) | 24.39% |
| Worst 1Y Total Return (Nov 5, 2026) | -- |
| Best 3Y Total Return | 24.39% |
| Worst 3Y Total Return | 4.91% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FBALX
Category
- YTD
- 9.91%
- 9.69%
- 1-Month
- -0.53%
- 0.91%
- 3-Month
- 0.38%
- 5.21%
- 1-Year
- 10.69%
- 27.06%
- 3-Year
- 18.04%
- 11.00%
- 5-Year
- 8.23%
- 10.26%
- 10-Year
- 11.68%
- 8.34%
- Last Bull Market
- 21.36%
- 15.58%
- Last Bear Market
- -13.82%
- -12.16%
Annual Total Return (%) History
Year
FBALX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
-1.74% | 12.41% | 0.04% | -- |
|
2025
|
-2.74% | 8.26% | 6.25% | 2.96% |
|
2024
|
7.13% | 2.82% | 4.75% | 0.59% |
|
2023
|
7.55% | 5.94% | -2.86% | 9.86% |
|
2022
|
-4.94% | -13.82% | -4.98% | 5.10% |
|
2021
|
4.49% | 6.37% | -0.26% | 6.70% |
|
2020
|
-13.82% | 18.30% | 7.76% | 11.44% |
|
2019
|
10.65% | 3.70% | 1.08% | 7.24% |
|
2018
|
0.13% | 3.16% | 3.94% | -10.60% |
|
2017
|
5.49% | 2.94% | 3.55% | 3.60% |
Rank in Category (By Total Return)
| YTD | 9 |
| 1-Month | 83 |
|---|---|
| 3-Month | 37 |
| 1-Year | 18 |
| 3-Year | 4 |
| 5-Year | 8 |
Load Adjusted Returns
| 1-Year | 10.69% |
| 3-Year | 18.04% |
|---|---|
| 5-Year | 8.23% |
| 10-Year | 11.68% |
Performance & Risk
| YTD Return | 8.41% |
| 5y Average Return | 7.53% |
| Rank in Category (ytd) | 9 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Fidelity Investments |
| Net Assets | 64.16B |
| YTD Return | 9.91% |
| Yield | 1.62% |
| Morningstar Rating | |
| Inception Date | Oct 18, 2024 |
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.
