Fidelity Balanced Income Curr Neu Pvt Pl Cl Sr S5 (FID1268)

11.45 +0.02 (+0.14%) CAD  |  Dec 04 2025
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FID1268 Historical Sortino (Since Inception)

Historical Sortino (Since Inception) Chart

Sep '18
Jan '19
May '19
 
285.00
270.00
255.00
240.00
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Historical Data

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Historical Sortino Ratio Definition

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Measures risk-adjusted return like the Sharpe Ratio but focuses only on downside volatility, isolating harmful fluctuations while ignoring upside movements.

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Historical Sortino (Since Inception) Range, Past 5 Years

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Median

Historical Sortino (Since Inception) Benchmarks

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Fidelity Balanced Income Private Pool Cl Sr I8 Upgrade
Fidelity Balanced Income Private Pool Trust Sr I8 Upgrade
Fidelity Income Allocation Series T8 Upgrade
Russell Inv Conservative Income Class Series B Upgrade
Russell Inv Conservative Income Series B-5 Upgrade

Historical Sortino (Since Inception) Related Metrics

Alpha (Since Inception) Upgrade
Beta (Since Inception) Upgrade
Annualized Standard Deviation of Monthly Returns (Since Inception) Upgrade
Historical Sharpe Ratio (Since Inception) Upgrade
Max Drawdown (Since Inception) Upgrade
Monthly Value at Risk (VaR) 5% (Since Inception) Upgrade

Historical Sortino (Since Inception) Excel Add-In Codes

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Metric Code: historical_sortino_all
Latest Data Point: =YCP("M:FID1268.TO", "historical_sortino_all")
Last 5 Data Points: =YCS("M:FID1268.TO", "historical_sortino_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.