Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FRYBX (Fidelity Balanced Allocation Fund) | 5.56% | 15.01% | 12.06% | NA | NA | NA | NA | … | … |
Data as of 06/11/2026, Common starting date is 02/09/2022
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FRYBX (Fidelity Balanced Allocation Fund) | 02/09/2022 | 06/11/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.90 | 15.01 | 12.06 | NA | NA | NA | NA | … | … | 5.56 | 14.09 | 9.71 | 13.94 | -12.11 |
| Sharpe Ratio | NA | 1.73 | 1.11 | NA | NA | NA | NA | … | … | 1.03 | 1.30 | 0.88 | 1.38 | -1.13 |
| Standard Deviation(%) | NA | 7.09 | 7.91 | NA | NA | NA | NA | … | … | 8.69 | 8.64 | 6.94 | 7.52 | 13.34 |
| Draw Down(%) | NA | 5.41 | 8.25 | NA | NA | NA | NA | … | … | 5.41 | 8.25 | 3.64 | 7.33 | 17.49 |
| Yield(%) | 0.00 | 2.74 | 2.75 | 1.88 | 0.94 | 0.63 | 0.47 | … | … | 0.39 | 2.77 | 2.56 | 2.38 | 1.58 |
Data as of 06/11/2026, Common starting date is 02/09/2022
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRYBX (Fidelity Balanced Allocation Fund) |
4.19%
Mar 2022 – Mar 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FRYBX (Fidelity Balanced Allocation Fund) |
13.87%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart