50/50 Stocks/Bonds
A 50/50 Stocks/Bonds portfolio is an investment strategy that allocates 50% of assets to a high-income bonds fund and 50% to a large-cap stocks fund. This portfolio is designed to balance the potential for higher returns from stocks with the stability and income generation of bonds.
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
FFRHX Fidelity Floating Rate High Income Fund | High Yield Bonds | 50% |
FGLGX Fidelity Series Large Cap Stock Fund | Large Cap Blend Equities | 50% |
Performance
Performance Chart
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The earliest data available for this chart is Dec 11, 2012, corresponding to the inception date of FGLGX
Returns By Period
As of May 31, 2025, the 50/50 Stocks/Bonds returned 3.37% Year-To-Date and 9.07% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 0.51% | 6.15% | -2.00% | 12.92% | 14.19% | 10.85% |
| 50/50 Stocks/Bonds | 3.37% | 4.85% | 2.15% | 12.40% | 14.09% | 9.07% |
| Portfolio components: | ||||||
FFRHX Fidelity Floating Rate High Income Fund | 0.77% | 1.11% | 1.77% | 6.42% | 7.06% | 4.63% |
FGLGX Fidelity Series Large Cap Stock Fund | 5.88% | 8.58% | 2.42% | 18.46% | 21.07% | 13.22% |
Monthly Returns
The table below presents the monthly returns of 50/50 Stocks/Bonds, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 2.54% | -0.72% | -2.72% | -0.43% | 4.85% | 3.37% | |||||||
| 2024 | 1.39% | 3.07% | 2.60% | -0.38% | 2.72% | 0.76% | 1.44% | 1.00% | 1.70% | 0.76% | 3.10% | -1.18% | 18.23% |
| 2023 | 5.54% | -0.88% | 0.61% | 1.36% | -0.55% | 4.28% | 2.91% | -0.55% | -1.59% | -1.38% | 4.85% | 2.93% | 18.61% |
| 2022 | 0.31% | -0.73% | 0.49% | -3.88% | 0.34% | -5.95% | 4.91% | -0.21% | -5.93% | 6.50% | 3.93% | -2.82% | -3.85% |
| 2021 | 0.31% | 3.98% | 2.67% | 2.54% | 1.78% | 0.04% | -0.15% | 1.08% | -1.18% | 3.33% | -2.26% | 2.81% | 15.80% |
| 2020 | -1.24% | -5.25% | -13.19% | 6.95% | 3.94% | 1.47% | 4.06% | 3.76% | -1.90% | -1.23% | 9.18% | 3.35% | 8.15% |
| 2019 | 5.78% | 2.59% | 0.23% | 3.03% | -4.13% | 3.51% | 0.96% | -1.77% | 1.81% | 1.60% | 2.78% | 2.20% | 19.82% |
| 2018 | 3.02% | -2.74% | -1.41% | 1.13% | 0.78% | 0.33% | 2.79% | 1.12% | 0.60% | -2.91% | -0.33% | -6.29% | -4.22% |
| 2017 | 0.71% | 1.92% | -0.28% | 0.52% | 0.16% | 0.84% | 1.30% | -0.62% | 1.90% | 0.60% | 1.61% | 1.43% | 10.51% |
| 2016 | -3.72% | -0.33% | 4.82% | 2.12% | 1.25% | -0.98% | 3.13% | 1.38% | 0.55% | -0.06% | 2.91% | 1.51% | 13.01% |
| 2015 | -1.95% | 4.31% | -0.91% | 1.84% | 0.31% | -1.24% | 0.48% | -3.80% | -2.20% | 4.06% | -0.14% | -1.76% | -1.33% |
| 2014 | -1.98% | 2.08% | 0.95% | 0.28% | 1.37% | 1.42% | -0.74% | 1.54% | -0.92% | 1.18% | 1.14% | -1.14% | 5.20% |
Expense Ratio
50/50 Stocks/Bonds has an expense ratio of 0.34%, placing it in the medium range. Below, you can find the expense ratios of the portfolio's funds side by side and easily compare their relative costs.
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 76, 50/50 Stocks/Bonds is among the top 24% of portfolios on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
This table presents a comparison of risk-adjusted performance metrics for positions. Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Martin ratio | |
|---|---|---|---|---|---|
FFRHX Fidelity Floating Rate High Income Fund | 1.98 | 2.82 | 1.66 | 1.70 | 8.23 |
FGLGX Fidelity Series Large Cap Stock Fund | 0.93 | 1.31 | 1.20 | 0.92 | 3.59 |
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Dividends
Dividend yield
50/50 Stocks/Bonds provided a 7.79% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 7.79% | 8.16% | 6.77% | 5.81% | 6.25% | 6.15% | 5.95% | 8.52% | 4.64% | 2.88% | 5.25% | 4.17% |
| Portfolio components: | ||||||||||||
FFRHX Fidelity Floating Rate High Income Fund | 8.03% | 8.33% | 8.25% | 5.06% | 3.27% | 3.85% | 5.17% | 4.75% | 4.05% | 3.94% | 4.25% | 4.00% |
FGLGX Fidelity Series Large Cap Stock Fund | 7.54% | 7.99% | 5.29% | 6.55% | 9.22% | 8.44% | 6.72% | 12.29% | 5.23% | 1.81% | 6.26% | 4.34% |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the 50/50 Stocks/Bonds. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the 50/50 Stocks/Bonds was 29.37%, occurring on Mar 23, 2020. Recovery took 161 trading sessions.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -29.37% | Jan 21, 2020 | 44 | Mar 23, 2020 | 161 | Nov 9, 2020 | 205 |
| -12.63% | Jan 13, 2022 | 182 | Sep 30, 2022 | 89 | Feb 7, 2023 | 271 |
| -12.46% | May 22, 2015 | 183 | Feb 11, 2016 | 110 | Jul 20, 2016 | 293 |
| -12.16% | Sep 24, 2018 | 64 | Dec 24, 2018 | 78 | Apr 17, 2019 | 142 |
| -10.75% | Jan 24, 2025 | 52 | Apr 8, 2025 | 35 | May 29, 2025 | 87 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Diversification
Diversification Metrics
Number of Effective Assets
The portfolio contains 2 assets, with an effective number of assets of 2.00, reflecting the diversification based on asset allocation. This number of effective assets suggests a highly concentrated portfolio, where a few assets dominate the allocation, potentially increasing the portfolio's risk due to lack of diversification.
Asset Correlations Table
| ^GSPC | FFRHX | FGLGX | Portfolio | |
|---|---|---|---|---|
| ^GSPC | 1.00 | 0.27 | 0.92 | 0.91 |
| FFRHX | 0.27 | 1.00 | 0.29 | 0.40 |
| FGLGX | 0.92 | 0.29 | 1.00 | 0.99 |
| Portfolio | 0.91 | 0.40 | 0.99 | 1.00 |