Fidelity Balanced Fund K (FBAKX)
29.30
-0.11
(-0.37%)
USD |
May 23 2025
FBAKX Max Drawdown (5Y): 22.75% for April 30, 2025
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Max Drawdown (5Y) Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Historical Data
Max Drawdown Definition
Max drawdown is an indicator of the risk of a portfolio chosen based on a certain strategy. It measures the largest single drop from peak to bottom in the value of a portfolio before a new peak is achieved.
Max Drawdown (5Y) Range, Past 5 Years
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Max Drawdown (5Y) Benchmarks
| Fidelity Balanced K6 Fund | 22.61% |
| Fidelity Puritan Fund K | 22.41% |
| Fidelity Puritan K6 Fund | 22.33% |
| American Funds American Balanced Fund R5 | 18.58% |
| PGIM Balanced Fund R | 21.65% |
Max Drawdown (5Y) Related Metrics
Max Drawdown (5Y) Excel Add-In Codes
| Metric Code: max_drawdown_5y |
| Latest Data Point: =YCP("M:FBAKX", "max_drawdown_5y") |
| Last 5 Data Points: =YCS("M:FBAKX", "max_drawdown_5y", -4) |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |