FBALX
Fidelity Balanced Fund
1W: -0.8%
1M: -0.3%
3M: +0.1%
YTD: +9.4%
1Y: +11.1%
3Y: +57.8%
5Y: +48.1%
$35.44
+0.16 (+0.45%)
Weekly Expected Move ±1.1%
$34
$35
$35
$36
$36
Oct Typical
☀️
Sunny
+6.2% YTD avg
Midterm Year
☁️
Cloudy
+0.5% YTD avg
2026 Now
☀️
Sunny
Above typical
20yr Avg YTD
+6.2%
Day 189 of 252
Midterm Year YTD
+0.5%
Presidential cycle avg
2026 YTD
+9.4%
Above 20yr avg
Typical Vol
16%
Annualized
Monthly Weather Forecast
Jan
20yr
⛅
+0.7%
Midterm
☁️
-0.1%
60% win
12% vol
Feb
20yr
☁️
+0.8%
Midterm
☁️
-0.4%
60% win
12% vol
Mar
20yr
⛅
+1.9%
Midterm
☁️
+0.5%
65% win
19% vol
Apr
20yr
☀️
+3.4%
Midterm
☁️
+0.2%
80% win
14% vol
May
20yr
⛅
+4.1%
Midterm
☁️
-0.7%
75% win
12% vol
Jun
20yr
☁️
+4.5%
Midterm
🌧️
-1.8%
65% win
12% vol
Jul
20yr
☀️
+6.1%
Midterm
☁️
+0.2%
75% win
10% vol
Aug
20yr
☁️
+6.5%
Midterm
☁️
+0.6%
65% win
12% vol
Sep
20yr
🌧️
+6.2%
Midterm
☁️
+0.3%
50% win
13% vol
Oct
20yr
☁️
+6.8%
Midterm
☁️
+0.6%
62% win
16% vol
Now:
+0.1%
Nov
20yr
☀️
+8.3%
Midterm
⛅
+2.9%
75% win
14% vol
Dec
20yr
⛅
+0.6%
Midterm
🌧️
-1.3%
70% win
12% vol
Seasonality (20yr)
Updated: 2026-10-02
YTD: +9.4%