Fidelity Global Balanced Cl Portfolio Sr B USD (FID2294)

16.28 +0.07 (+0.44%) USD  |  Dec 24 2024
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FID2294 Monthly Value at Risk (VaR) 5% (5Y Lookback)

Monthly Value at Risk (VaR) 5% (5Y Lookback) 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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Value At Risk (VaR) Definition

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The VaR calculates the potential loss of an investment with a given time frame and confidence level.

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Monthly Value at Risk (VaR) 5% (5Y Lookback) Range, Past 5 Years

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Median

Monthly Value at Risk (VaR) 5% (5Y Lookback) Benchmarks

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Fidelity Balanced Class Portfolio Series S8 USD Upgrade
Fidelity Global Balanced Portfolio Series S5 USD --
Fidelity Balanced Portfolio Series T8 Upgrade
Marquis Institutional Balanced Portfolio Series C Upgrade
Counsel Focus Balanced Portfolio Series A --

Monthly Value at Risk (VaR) 5% (5Y Lookback) Related Metrics

Alpha (5Y) Upgrade
Beta (5Y) Upgrade
Alpha (vs YCharts Benchmark) (5Y) Upgrade
Beta (vs YCharts Benchmark) (5Y) Upgrade
Annualized Standard Deviation of Monthly Returns (5Y Lookback) Upgrade
Historical Sharpe Ratio (5Y) Upgrade
Historical Sortino (5Y) Upgrade
Max Drawdown (5Y) Upgrade

Monthly Value at Risk (VaR) 5% (5Y Lookback) Excel Add-In Codes

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Metric Code: historical_monthly_var_5_5y
Latest Data Point: =YCP("M:FID2294.TO", "historical_monthly_var_5_5y")
Last 5 Data Points: =YCS("M:FID2294.TO", "historical_monthly_var_5_5y", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.