Fidelity Balanced Managed Risk Portfolio Sr F USD (FID5283)

8.731 +0.03 (+0.29%) USD  |  Dec 24 2024
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FID5283 Monthly Value at Risk (VaR) 5% (Since Inception)

Monthly Value at Risk (VaR) 5% (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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Monthly Value at Risk (VaR) 5% (Since Inception) Range, Past 5 Years

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Monthly Value at Risk (VaR) 5% (Since Inception) Benchmarks

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Fidelity Balanced Currency Neutral Pvt Pl Cl Sr F Upgrade
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Fidelity Global Asset Alloc Curr Neu Priv Pl Sr F Upgrade
Fidelity Global Asset Allocation Priv Pool Sr F Upgrade

Monthly Value at Risk (VaR) 5% (Since Inception) Related Metrics

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

View Monthly Value at Risk (VaR) 5% (Since Inception) Excel Add-In Codes
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Metric Code: historical_monthly_var_5_all
Latest Data Point: =YCP("M:FID5283.TO", "historical_monthly_var_5_all")
Last 5 Data Points: =YCS("M:FID5283.TO", "historical_monthly_var_5_all", -4)
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.