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FBALX · Fidelity Balanced Fund
Over the last 15 years (2011-10 to 2026-10), $10,000 invested in FBALX with dividends reinvested grew to $26,215, 6.60% a year, with a worst peak-to-trough fall of -27.84%. Past performance doesn't predict future results.
Growth of $10,000 · 2011-10 to 2026-10 · dividends reinvested
How FBALX held up in past market crashes
FBALX has been through 5 of the market crashes since 2000 in our data. Its deepest price fall was 45.9% in the 2008 financial crisis, when the S&P 500 fell 56.5%. It took 3.8 years from the bottom to get back to its high. No fund is safe from losses; past falls do not predict future ones.
| Crash | FBALX deepest fall | S&P 500 (SPY) | Peak to bottom | Back to peak |
|---|---|---|---|---|
| Dot-com bust | -26.8% | -49.1% | Sep 2000 to Oct 2002 | 13 months |
| 2008 financial crisis | -45.9% | -56.5% | Oct 2007 to Mar 2009 | 3.8 years |
| 2018 fourth-quarter selloff | -21.9% | -20.2% | Sep 2018 to Dec 2018 | 13 months |
| 2020 COVID crash | -26.7% | -34.1% | Feb 2020 to Mar 2020 | 4 months |
| 2022 bear market | -23.0% | -25.4% | Jan 2022 to Oct 2022 | 23 months |
Price declines in the fund's listing currency, dividends not included, inside each crash's S&P 500 peak-to-bottom window. See how 50 popular ETFs compare in the crash study.
About FBALX
Fidelity Balanced Fund is a moderate allocation mutual fund designed to provide both income and capital growth by investing in a diversified portfolio of stocks and bonds. The fund maintains a neutral allocation of approximately 60% in equities and 40% in fixed-income securities, though these ratios may be adjusted according to market outlooks.
Fund description from our market-data provider.
Put FBALX to the test
Every tool below opens prefilled with FBALX: free, no account needed.
Backtest FBALX →
Full history, any date range, benchmarks, drawdowns, rolling returns.
Would FBALX survive 2008? →
What actually happened to it in the crisis: real drawdown and recovery.
Project it forward →
Monte Carlo simulation of where it could go from here.
Compare FBALX vs VTI →
Side by side with the total US market: returns, drawdowns and volatility over their shared history.
Replay $100/mo into FBALX →
Animated growth of steady monthly contributions.
Fundamentals →
Holdings-level financials where available.
Educational use only, not investment advice. Results are hypothetical.Read full disclaimer
This tool is for educational and informational purposes only and does not provide financial, investment, tax, legal, or accounting advice. Results are hypothetical and based on historical data and assumptions that may be inaccurate. Past performance does not guarantee future results. Consult a licensed professional before making investment decisions.