All charts and data below are CPI-U inflation-adjusted and with dividends reinvested. (Why?)
FBALX real return snapshot: after CPI-U inflation, FBALX returned +15.15% over the past year and +9.02% YTD, with dividends reinvested. Since Mar. 31, 1987, FBALX is up +1,659.16% in real purchasing-power return, or +7.55%/yr, and is currently −0.15% below its real total-return high on Aug. 13, 2026.
Data ending Fri Aug. 14, 2026
| Tue 1987-03-31💬 to Fri 2026-08-14 |
Overall
Return |
Exponential
Trendline |
||||
|---|---|---|---|---|---|---|
| FBALX × |
+1,659.16%
+7.55%/yr |
+7.23%/yr
R2=0.976 |
||||
| Fidelity Balanced Fund Mutual Fund | ||||||
| Tue 1987-03-31💬 to Fri 2026-08-14 |
Start
Value |
End
Value |
|---|---|---|
| FBALX × |
$10,000.00
1987-03-31 |
$175,915.73
2026-08-14 |
| YTD | YoY | |
|---|---|---|
| FBALX × | +9.02% | +15.15% |
|
Current
Drawdown |
Worst
Drawdown |
|
|---|---|---|
| FBALX × |
−0.15%
on 2026-08-14 from 2026-08-13 peak |
−43.80%
on 2009-03-09 from 2007-10-12 peak |
| Period ending Fri 2026-08-14 | 1 yr | 2 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|
| FBALX × | +15.15% |
+27.32% +12.83%/yr |
+46.63% +13.61%/yr |
+27.29% +4.95%/yr |
+118.50% +8.13%/yr |
| Year | FBALX |
|---|---|
| 2026 (YTD) | +9.02% |
| 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 | +0.53% |
| 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 | −10.13% |
| 2001 | +1.42% |
| 2000 | +3.65% |
| 1999 | +9.36% |
| 1998 | +20.91% |
| 1997 | +24.17% |
| 1996 | +5.85% |
| 1995 | +12.07% |
| 1994 | −7.75% |
| 1993 | +18.99% |
| 1992 | +8.17% |
| 1991 | +31.09% |
| 1990 | −7.15% |
| 1989 | +16.27% |
| 1988 | +11.05% |
| 1987 | −7.85% |
