Fidelity Balanced Fund Price on December 18, 2024
| FBALX Fund | USD 29.75 0.20 0.67% |
Below is the normalized historical share price chart for Fidelity Balanced Fund extending back to March 31, 1987. This chart has been adjusted for all splits and dividends and is plotted against all major global economic recessions. As of today, the current price of Fidelity Balanced stands at 29.75, as last reported on the 22nd of December, with the highest price reaching 29.75 and the lowest price hitting 29.75 during the day.
If you're considering investing in Fidelity Mutual Fund, it is important to understand the factors that can impact its price. At this stage we consider Fidelity Mutual Fund to be very steady. Fidelity Balanced secures Sharpe Ratio (or Efficiency) of 0.0095, which denotes the fund had a 0.0095% return per unit of risk over the last 3 months. We have found twenty-seven technical indicators for Fidelity Balanced Fund, which you can use to evaluate the volatility of the entity. Please confirm Fidelity Balanced's Coefficient Of Variation of 11874.8, mean deviation of 0.3798, and Downside Deviation of 0.6014 to check if the risk estimate we provide is consistent with the expected return of 0.005%.
Fidelity Mutual Fund price history is provided at the adjusted basis, taking into account all of the recent filings.
Fidelity |
Sharpe Ratio = 0.0095
| Best Portfolio | Best Equity | |||
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | FBALX |
Estimated Market Risk
| 0.53 actual daily | 4 96% of assets are more volatile |
Expected Return
| 0.01 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| 0.01 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Fidelity Balanced is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fidelity Balanced by adding Fidelity Balanced to a well-diversified portfolio.
Fidelity Balanced Valuation on December 18, 2024
It is possible to determine the worth of Fidelity Balanced on a given historical date. On December 18, 2024 Fidelity was worth 30.01 at the beginning of the trading date compared to the closed value of 30.01. We use multiple weighted factors in our valuation methodologies to arrive at the intrinsic value of Fidelity Balanced mutual fund. Still, in general, we apply an absolute valuation method to find Fidelity Balanced's value based on its fundamental and technical indicators available within our service. As compared to an absolute model, our relative valuation model uses a comparative analysis of Fidelity Balanced where we calculate exposure to its market risk and evaluate relevant financial multiples and ratios against Fidelity Balanced's related companies.
| Open | High | Low | Close | Volume | |
| 30.68 | 30.68 | 30.68 | 30.68 | 1.00 | |
12/18/2024 | 30.01 | 30.01 | 30.01 | 30.01 | 1.00 |
| 29.95 | 29.95 | 29.95 | 29.95 | 1.00 |
| Backtest Fidelity Balanced | | | Fidelity Balanced History | | | Fidelity Balanced Valuation | Previous | Next |
Fidelity Balanced Trading Date Momentum on December 18, 2024
| On December 19 2024 Fidelity Balanced Fund was traded for 29.95 at the closing time. The highest daily price throughout the period was 29.95 and the lowest price was 29.95 . There was no trading activity during the period 1.0. Lack of trading volume on 12/19/2024 added to the next day price reduction. The overall trading delta to closing price of the next trading day was 0.20% . The overall trading delta to current closing price is 0.87% . |
Fidelity Balanced Fundamentals Correlations and Trends
By evaluating Fidelity Balanced's financials over time, investors can gain insight into future company performance. However, you can also analyze the published financial statements to find patterns among Fidelity Balanced's main balance sheet or income statement drivers and many other relevant indicators that can statistically be found significantly correlated or uncorrelated. Fidelity financial account trend analysis is a perfect complement when working with valuation or volatility modules.About Fidelity Balanced Mutual Fund history
Fidelity Balanced investors dedicate a lot of time and effort to gaining insight into how a market's past behavior relates to its future. Access to timely market data for Fidelity is vital when making an investment decision, and regardless of whether you use fundamental or technical analysis, your return on investment in Fidelity Balanced will depend on recognizing future opportunities and eliminating past mistakes. Historical data analysis is the study of market behavior over a given time. Recorded market-related data such as price, volatility, and volume can be quantified and studied over a defined period. Through a detailed examination of a market's past behavior, traders and investors can gain perspective on the inner workings of that market. The information obtained throughout analyzing Fidelity Balanced stock prices may prove useful in developing a viable investing in Fidelity Balanced
The fund invests approximately 60 percent of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt securities , when its outlook is neutral. It invests at least 25 percent of total assets in fixed-income senior securities.
Fidelity Balanced Mutual Fund Technical Analysis
Fidelity Balanced technical mutual fund analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, fund market cycles, or different charting patterns.
Price Boundaries
Fidelity Balanced Period Price Range
Low | December 22, 2024
| High |
0.00 | 0.00 |
Fidelity Balanced Fund cannot be verified against its exchange. Please verify the symbol is currently traded on NMFQS Exchange. If you still believe the symbol you are trying to look up is valid, please let us know, and we will check it as soon as possible.
Fidelity Balanced December 22, 2024 Market Strength
Market strength indicators help investors to evaluate how Fidelity Balanced mutual fund reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Fidelity Balanced shares will generate the highest return on investment. By undertsting and applying Fidelity Balanced mutual fund market strength indicators, traders can identify Fidelity Balanced Fund entry and exit signals to maximize returns
Fidelity Balanced Technical and Predictive Indicators
Predictive indicators are helping investors to find signals for Fidelity Balanced's price direction in advance. Along with the technical and fundamental analysis of Fidelity Mutual Fund historical price patterns, it is also worthwhile for investors to track various predictive indicators of Fidelity to make sure they correctly time the market and exploit it's hidden potentials. Even though most predictive indicators are useful for the short-term horizon, it's virtually impossible to predict the unforeseen market. For traders with a short-term horizon, predictive indicators add value when properly applied. Long-term investors, however, may find many predictive indicators less useful.
| Risk Adjusted Performance | 0.0016 | |||
| Jensen Alpha | (0.02) | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.05) | |||
| Treynor Ratio | (0.01) |
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| Volatility Indicators | ||
| Volume Indicators |
Other Information on Investing in Fidelity Mutual Fund
Fidelity Balanced financial ratios help investors to determine whether Fidelity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Fidelity with respect to the benefits of owning Fidelity Balanced security.
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