FBALX Mutual Fund

FBALX Mutual Fund

NAV$35.61
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Returns Overview

1 Month
+1.63%
3 Months
+1.30%
6 Months
+8.85%
YTD
+10.87%
1 Year
+17.89%
3 Years (annualized)
+15.86%
5 Years (annualized)
+8.65%
10 Years (annualized)
+11.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBALX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Fidelity Balanced Hybrid Composite Index
This Mutual Fund (YTD)
+10.87%
Peer Avg (YTD)
+6.28%
vs Peers
+4.59%

FBALX Mutual Fund Performance

FBALX performance across multiple time periods: 1-month 1.63%, YTD 10.87%, 1-year 17.89%, 3-year 15.86%, 5-year 8.65%, 10-year 11.53%.

FBALX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

FBALX vs another fund shows side-by-side returns. FBALX alternatives are available in the Mutual Fund Screener.