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

Total Real Returns

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

FBALX real return snapshot: after CPI-U inflation, FBALX returned +17.06% over the past year and +5.28% YTD, with dividends reinvested. Since Mar. 31, 1987, FBALX is up +1,598.80% in real purchasing-power return, or +7.49%/yr, and is currently −1.27% below its real total-return high on Jun. 2, 2026.

Data ending Fri Jun. 12, 2026

Tue 1987-03-31💬 to Fri 2026-06-12 YTD
Return 		1 Year
Return
FBALX × 		+5.28%
2026-06-12 		+17.06%
2026-06-12
Fidelity Balanced Fund Mutual Fund

Returns

Tue 1987-03-31💬 to Fri 2026-06-12 Overall
Return 		Exponential
Trendline
FBALX × 		+1,598.80%
+7.49%/yr 		+7.23%/yr
(R2=0.976)
Fidelity Balanced Fund Mutual Fund

Growth of $10,000

Tue 1987-03-31💬 to Fri 2026-06-12 Start
Value 		End
Value
FBALX × 		$10,000.00
1987-03-31 		$169,879.71
2026-06-12
Fidelity Balanced Fund Mutual Fund

Annual Returns

Year FBALX
2026 (YTD) +5.28%
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 Fri 2026-06-12 Current
Drawdown 		Worst
Drawdown
FBALX × 		−1.27%
from 2026-06-02 peak 		−43.80%
2009-03-09
from 2007-10-12 peak
Fidelity Balanced Fund Mutual Fund

Rolling Returns

Period ending Fri 2026-06-12 1
Year 		2
Years 		3
Years 		5
Years 		10
Years
FBALX × 		+17.06% +24.09%
+11.40%/yr 		+43.42%
+12.77%/yr 		+24.87%
+4.54%/yr 		+118.38%
+8.12%/yr
Fidelity Balanced Fund Mutual Fund