Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/27/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FGBLX (FIDELITY GLOBAL BALANCED FUND FIDELITY GLOBAL BALANCED FUND) | NA | 14.64% | 5.83% | 6.12% | 5.10% | 8.47% | 6.71% | 7.38% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FGBLX (FIDELITY GLOBAL BALANCED FUND FIDELITY GLOBAL BALANCED FUND) | 03/11/1993 | 04/27/2018 |
The return data shown below all have the same latest date: 04/27/2018.
AR inception is since 03/11/1993.
AR inception is since 03/11/1993.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.21 | 14.64 | 5.83 | 6.12 | 5.10 | 8.47 | 6.71 | 7.38 | -14.45 | 19.91 | 0.88 | -0.83 | -0.46 | 15.51 | 12.01 | -2.49 | 12.51 | 22.52 | -23.27 | 13.77 | 13.70 | 9.00 | 13.67 | 29.89 | -5.97 | -8.15 | -5.97 | 23.03 | 17.75 | 12.52 | 7.75 | 11.51 | -12.16 | 24.82 |
| Sharpe Ratio | NA | -0.27 | -0.06 | 0.20 | 0.23 | NA | NA | 0.45 | -1.21 | 3.93 | 0.08 | -0.10 | -0.07 | 1.98 | 1.46 | -0.17 | 0.93 | 1.39 | -1.24 | 1.09 | 1.26 | 0.97 | 1.32 | 3.23 | -0.67 | -0.98 | -0.86 | 2.29 | 1.11 | 1.04 | 0.67 | 1.25 | -2.08 | 5.30 |
| Standard Deviation(%) | NA | 19.04 | 12.91 | 11.08 | 13.02 | NA | NA | 10.88 | 32.80 | 4.93 | 8.92 | 8.51 | 6.93 | 7.83 | 8.25 | 15.06 | 13.35 | 16.11 | 19.48 | 9.94 | 8.28 | 7.03 | 9.61 | 9.03 | 10.59 | 10.83 | 11.60 | 8.66 | 12.95 | 8.64 | 6.26 | 6.14 | 7.27 | 5.52 |
| Draw Down(%) | NA | 19.64 | 19.64 | 19.64 | 36.04 | NA | NA | 37.04 | 19.64 | 1.49 | 7.00 | 8.92 | 7.86 | 5.32 | 6.85 | 14.42 | 11.51 | 15.86 | 32.63 | 6.69 | 9.62 | 3.72 | 8.50 | 8.37 | 15.27 | 19.70 | 12.39 | 4.56 | 16.09 | 6.72 | 5.52 | 2.60 | 16.82 | 3.94 |
| Yield(%) | 16.49 | 23.93 | 9.02 | 8.47 | 5.60 | 8.77 | 6.95 | 8.70 | 16.89 | 6.46 | 0.44 | 2.86 | 7.21 | 9.41 | 2.73 | 1.45 | 1.57 | 1.81 | 2.45 | 9.99 | 10.73 | 8.67 | 2.37 | 2.14 | 1.56 | 0.17 | 7.73 | 3.34 | 1.91 | 3.02 | 3.50 | 0.43 | 0.00 | 2.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGBLX (FIDELITY GLOBAL BALANCED FUND FIDELITY GLOBAL BALANCED FUND) |
-8.49%
Mar 2000 - Mar 2003 |
0.75%
Mar 1998 - Mar 2003 |
3.55%
Feb 1999 - Feb 2009 |
4.52%
Feb 1994 - Feb 2009 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FGBLX (FIDELITY GLOBAL BALANCED FUND FIDELITY GLOBAL BALANCED FUND) |
20.40%
Mar 2003 - Mar 2006 |
16.78%
Oct 2002 - Oct 2007 |
9.93%
Mar 2003 - Mar 2013 |
8.80%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart