Fidelity Global Balanced Cl Portfolio Sr B USD (FID2294)

16.28 +0.07 (+0.44%) USD  |  Dec 24 2024
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FID2294 1 Year Total Returns (Daily): 10.31% for Dec. 24, 2024

1 Year Total Returns (Daily) Chart

Sep '18
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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

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1 Year Total Returns (Daily) Benchmarks

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Fidelity Balanced Class Portfolio Series S8 USD 8.34%
Fidelity Global Balanced Portfolio Series S5 USD 10.30%
Fidelity Balanced Portfolio Series T8 17.24%
Marquis Institutional Balanced Portfolio Series C 12.73%
Counsel Focus Balanced Portfolio Series A 15.32%

1 Year Total Returns (Daily) Related Metrics

1 Month Total Returns (Daily) -1.06%
3 Month Total Returns (Daily) -1.94%
6 Month Total Returns (Daily) 2.77%
Annualized 3 Year Total Returns (Daily) 1.43%
Annualized 5 Year Total Returns (Daily) 4.85%
Annualized 10 Year Total Returns (Daily) 4.22%
Annualized 15 Year Total Returns (Daily) 4.77%
Annualized Total Returns Since Inception (Daily) 3.61%

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

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