All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
FBALX total return snapshot: FBALX returned +20.21% over the past year and +10.05% YTD, with dividends reinvested. Since Mar. 31, 1987, FBALX is up +5,033.32% in nominal total return, or +10.55%/yr, and is currently −0.37% below its total-return high on Jun. 30, 2026.
Data ending Thu Jul. 2, 2026
| Tue 1987-03-31💬 to Thu 2026-07-02 |
YTD
Return |
1 Year
Return |
||||
|---|---|---|---|---|---|---|
| FBALX × |
+10.05%
2026-07-02 |
+20.21%
2026-07-02 |
||||
| Fidelity Balanced Fund Mutual Fund | ||||||
| Tue 1987-03-31💬 to Thu 2026-07-02 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FBALX × |
+5,033.32%
+10.55%/yr |
+9.89%/yr
(R2=0.984) |
||||
| Fidelity Balanced Fund Mutual Fund | ||||||
| Tue 1987-03-31💬 to Thu 2026-07-02 |
Start
Value |
End
Value |
||||
|---|---|---|---|---|---|---|
| FBALX × |
$10,000.00
1987-03-31 |
$513,332.36
2026-07-02 |
||||
| Fidelity Balanced Fund Mutual Fund | ||||||
| Year | FBALX |
|---|---|
| 2026 (YTD) | +10.05% |
| 2025 | +15.11% |
| 2024 | +16.09% |
| 2023 | +21.60% |
| 2022 | −18.29% |
| 2021 | +18.27% |
| 2020 | +22.45% |
| 2019 | +24.40% |
| 2018 | −3.98% |
| 2017 | +16.52% |
| 2016 | +7.02% |
| 2015 | +1.27% |
| 2014 | +11.79% |
| 2013 | +21.78% |
| 2012 | +12.91% |
| 2011 | +1.69% |
| 2010 | +14.43% |
| 2009 | +28.76% |
| 2008 | −30.82% |
| 2007 | +10.57% |
| 2006 | +12.66% |
| 2005 | +11.44% |
| 2004 | +11.01% |
| 2003 | +28.25% |
| 2002 | −7.99% |
| 2001 | +2.99% |
| 2000 | +7.16% |
| 1999 | +12.30% |
| 1998 | +22.85% |
| 1997 | +26.29% |
| 1996 | +9.36% |
| 1995 | +14.92% |
| 1994 | −5.29% |
| 1993 | +22.26% |
| 1992 | +11.31% |
| 1991 | +35.09% |
| 1990 | −1.46% |
| 1989 | +21.67% |
| 1988 | +15.94% |
| 1987 | −5.13% |
| Tue 1987-03-31💬 to Thu 2026-07-02 |
Current
Drawdown |
Worst
Drawdown |
||||
|---|---|---|---|---|---|---|
| FBALX × |
−0.37%
from 2026-06-30 peak |
−42.81%
2009-03-09 from 2007-10-12 peak |
||||
| Fidelity Balanced Fund Mutual Fund | ||||||
| Period ending Thu 2026-07-02 |
1
Year |
2
Years |
3
Years |
5
Years |
10
Years |
|
|---|---|---|---|---|---|---|
| FBALX × | +20.21% |
+32.88% +15.27%/yr |
+56.96% +16.21%/yr |
+54.17% +9.04%/yr |
+207.03% +11.87%/yr |
|
| Fidelity Balanced Fund Mutual Fund | ||||||
