FBALX Stock Chart (Dividends Reinvested, Inflation Adjusted)

All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)

FBALX: Total Real Return Chart (Dividends Reinvested, Inflation Adjusted)

FBALX real return snapshot: after CPI-U inflation, FBALX returned +17.15% over the past year and +4.99% YTD, with dividends reinvested. Since Mar. 31, 1987, FBALX is up +1,594.12% in real purchasing-power return, or +7.49%/yr, and is currently −1.54% below its real total-return high on Jun. 2, 2026.

Data ending Thu Jun. 11, 2026

Dividends Reinvested:

Tue 1987-03-31^💬 to Thu 2026-06-11	YTD Return	1 Year Return
FBALX ^×	+4.99% 2026-06-11	+17.15% 2026-06-11
Fidelity Balanced Fund Mutual Fund

Returns

Tue 1987-03-31^💬 to Thu 2026-06-11	Overall Return	Exponential Trendline
FBALX ^×	+1,594.12% +7.49%/yr	+7.23%/yr (R²=0.976)
Fidelity Balanced Fund Mutual Fund

Growth of $10,000

Tue 1987-03-31^💬 to Thu 2026-06-11	Start Value	End Value
FBALX ^×	$10,000.00 1987-03-31	$169,411.65 2026-06-11
Fidelity Balanced Fund Mutual Fund

Annual Returns

Year	FBALX
2026 (YTD)	+4.99%
2025	+12.11%
2024	+12.84%
2023	+17.66%
2022	−23.25%
2021	+10.49%
2020	+20.81%
2019	+21.62%
2018	−5.77%
2017	+14.11%
2016	+4.85%
2015	+0.54%
2014	+10.95%
2013	+19.97%
2012	+10.98%
2011	−1.24%
2010	+12.74%
2009	+25.35%
2008	−30.88%
2007	+6.22%
2006	+9.90%
2005	+7.75%
2004	+7.51%
2003	+25.89%
2002	−10.12%
2001	+1.42%
2000	+3.65%
1999	+9.36%
1998	+20.90%
1997	+24.17%
1996	+5.85%
1995	+12.07%
1994	−7.76%
1993	+18.99%
1992	+8.17%
1991	+31.07%
1990	−7.14%
1989	+16.27%
1988	+11.04%
1987	−7.84%

Drawdowns

Tue 1987-03-31^💬 to Thu 2026-06-11	Current Drawdown	Worst Drawdown
FBALX ^×	−1.54% from 2026-06-02 peak	−43.80% 2009-03-09 from 2007-10-12 peak
Fidelity Balanced Fund Mutual Fund

Rolling Returns

Period ending Thu 2026-06-11	1 Year	2 Years	3 Years	5 Years	10 Years
FBALX ^×	+17.15%	+24.68% +11.66%/yr	+43.76% +12.86%/yr	+24.52% +4.48%/yr	+117.78% +8.09%/yr
Fidelity Balanced Fund Mutual Fund