FIDELITY BALANCED FUND CLASS K
$32.44
-0.24 (-0.73%)
NAV as of Oct 14, 2026
Performance
- 1 Month
- +1.0%
- 3 Months
- +0.6%
- YTD
- +11.1%
- 1 Year
- +5.4%
- 3 Year annualized
- +14.0%
- 5 Year annualized
- +6.8%
Price return, based on split- and dividend-adjusted closing prices.
Risk
- Volatility 1-year annualized
- 13.1%
- Largest decline max drawdown, last 5 years
- -22.8%
- Risk-adjusted return Sharpe ratio, 1-year
- 0.47
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