Fidelity Balanced K6 Fund (FBKFX)

16.54 -0.05 (-0.30%) USD  |  Dec 13 2024
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FBKFX 1 Year Total Returns (Daily): 20.59% for Dec. 13, 2024

1 Year Total Returns (Daily) Chart

View 1 Year Total Returns (Daily) for FBKFX.
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Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Total Return Definition

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The Total return is the change in price over a specific period of time that includes dividends and distributions paid.

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1 Year Total Returns (Daily) Range, Past 5 Years

View 1 Year Total Returns (Daily) Range, Past 5 Years
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1 Year Total Returns (Daily) Benchmarks

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Fidelity Balanced Fund K 20.48%
Fidelity Puritan Fund K 23.93%
Fidelity Puritan K6 Fund 23.81%
American Funds American Balanced Fund R5 19.62%
PGIM Balanced Fund R 16.81%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) 0.85%
3 Month Total Returns (Daily) 4.36%
6 Month Total Returns (Daily) 7.92%
Annualized 3 Year Total Returns (Daily) 6.50%
Annualized 5 Year Total Returns (Daily) 11.96%
Annualized Total Returns Since Inception (Daily) 12.53%

1 Year Total Returns (Daily) Excel Add-In Codes

View 1 Year Total Returns (Daily) Excel Add-In Codes
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Metric Code: one_year_total_return
Latest Data Point: =YCP("M:FBKFX", "one_year_total_return")
Last 5 Data Points: =YCS("M:FBKFX", "one_year_total_return", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.