Fidelity Global Balanced Cl Portfolio Sr S8 USD (FID3234)

6.473 +0.03 (+0.44%) USD  |  Dec 24 2024
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FID3234 Beta (vs YCharts Benchmark) (Since Inception)

Beta (vs YCharts Benchmark) (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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Beta Definition

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Beta is a risk metric that measures the risk associated with a security in comparison to the risk associated with the market overall. A beta of 1 would signify that the beta is neutral with the market. A common use of beta is within the Capital Asset Pricing Model (CAPM), to find a security's expected return.

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Beta (vs YCharts Benchmark) (Since Inception) Range, Past 5 Years

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Beta (vs YCharts Benchmark) (Since Inception) Benchmarks

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

Beta (vs YCharts Benchmark) (Since Inception) Related Metrics

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

Beta (vs YCharts Benchmark) (Since Inception) Excel Add-In Codes

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Metric Code: enhanced_market_beta_all
Latest Data Point: =YCP("M:FID3234.TO", "enhanced_market_beta_all")
Last 5 Data Points: =YCS("M:FID3234.TO", "enhanced_market_beta_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.