portfolio stuff 2
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
FBALX Fidelity Balanced Fund | Diversified Portfolio | 100% |
Performance
Performance Chart
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The earliest data available for this chart is Mar 31, 1987, corresponding to the inception date of FBALX
Returns By Period
As of May 17, 2025, the portfolio stuff 2 returned 0.76% Year-To-Date and 4.59% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | 1.30% | 12.94% | 1.49% | 12.48% | 15.82% | 10.87% |
| portfolio stuff 2 | 0.76% | 7.86% | -0.14% | 4.49% | 6.66% | 4.59% |
| Portfolio components: | ||||||
FBALX Fidelity Balanced Fund | 0.76% | 7.86% | -0.14% | 4.49% | 6.66% | 4.59% |
Monthly Returns
The table below presents the monthly returns of portfolio stuff 2, 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 | 1.89% | -0.50% | -4.07% | -0.25% | 3.85% | 0.76% | |||||||
| 2024 | 1.30% | 3.26% | 2.41% | -3.20% | 3.70% | 2.43% | 0.97% | 1.99% | 1.72% | -4.00% | 4.28% | -3.25% | 11.76% |
| 2023 | 6.28% | -2.13% | 3.40% | 1.46% | 0.36% | 4.04% | 2.05% | -1.02% | -3.82% | -2.89% | 7.52% | 3.50% | 19.61% |
| 2022 | -4.64% | -1.80% | 1.51% | -7.67% | -0.26% | -6.41% | 6.94% | -3.70% | -7.73% | -2.16% | 4.89% | -4.23% | -23.49% |
| 2021 | -0.64% | 2.46% | 2.64% | 3.75% | 0.65% | 1.85% | 1.08% | 1.83% | -3.10% | -2.90% | -1.39% | 2.06% | 8.33% |
| 2020 | 0.89% | -4.83% | -10.25% | 10.37% | 4.38% | 2.68% | 4.83% | 4.99% | -2.08% | -5.03% | 8.72% | 2.87% | 16.68% |
| 2019 | 6.59% | 2.32% | 1.47% | 3.30% | -4.38% | 4.98% | 0.95% | -0.72% | 0.85% | 1.47% | 2.71% | 0.30% | 21.24% |
| 2018 | 4.17% | -2.83% | -1.08% | 0.24% | 2.06% | 0.83% | 2.18% | 1.89% | -0.16% | -12.19% | 0.90% | -7.02% | -11.55% |
| 2017 | 2.00% | 3.07% | 0.35% | 1.21% | 1.54% | 0.17% | 1.70% | 0.58% | 1.24% | -3.37% | 1.56% | -0.82% | 9.47% |
| 2016 | -4.24% | -0.39% | 4.94% | 1.21% | 1.03% | 0.05% | 3.04% | 0.50% | 0.18% | -2.60% | 1.20% | 0.74% | 5.47% |
| 2015 | -1.14% | 3.91% | -0.47% | 0.29% | 1.12% | -1.28% | 0.99% | -4.41% | -2.60% | 6.32% | 0.51% | -1.77% | 1.04% |
| 2014 | -1.49% | 3.79% | -0.22% | -0.06% | 2.04% | 2.08% | -1.44% | 3.30% | -1.07% | 2.75% | 1.56% | 0.13% | 11.79% |
Expense Ratio
portfolio stuff 2 has an expense ratio of 0.51%, 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
The current rank of portfolio stuff 2 is 13, meaning it’s performing worse than 87% of other 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 | |
|---|---|---|---|---|---|
FBALX Fidelity Balanced Fund | 0.32 | 0.69 | 1.10 | 0.41 | 1.43 |
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Dividends
Dividend yield
portfolio stuff 2 provided a 1.83% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 1.83% | 1.81% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% |
| Portfolio components: | ||||||||||||
FBALX Fidelity Balanced Fund | 1.83% | 1.81% | 1.70% | 1.47% | 0.88% | 1.29% | 1.70% | 1.85% | 1.58% | 1.61% | 7.96% | 10.55% |
Monthly Dividends
The table below shows the monthly dividends paid by this portfolio.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.13 | $0.00 | $0.13 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.14 | $0.00 | $0.14 | $0.53 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.13 | $0.46 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.09 | $0.00 | $0.11 | $0.34 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $0.08 | $0.00 | $0.07 | $0.27 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.07 | $0.36 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.12 | $0.00 | $0.10 | $0.42 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.11 | $0.00 | $0.10 | $0.38 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.10 | $0.00 | $0.09 | $0.37 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.09 | $0.35 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.43 | $0.00 | $0.09 | $1.69 |
| 2014 | $0.11 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.61 | $0.00 | $0.61 | $2.40 |
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 portfolio stuff 2. 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 portfolio stuff 2 was 42.81%, occurring on Mar 9, 2009. Recovery took 467 trading sessions.
The current portfolio stuff 2 drawdown is 3.52%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -42.81% | Oct 15, 2007 | 351 | Mar 9, 2009 | 467 | Jan 12, 2011 | 818 |
| -31.64% | Sep 3, 2021 | 281 | Oct 14, 2022 | 537 | Dec 4, 2024 | 818 |
| -26.68% | Feb 20, 2020 | 23 | Mar 23, 2020 | 79 | Jul 15, 2020 | 102 |
| -21.67% | Mar 20, 2002 | 144 | Oct 9, 2002 | 162 | Jun 2, 2003 | 306 |
| -21.35% | Aug 30, 2018 | 80 | Dec 24, 2018 | 257 | Jan 2, 2020 | 337 |
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 1 assets, with an effective number of assets of 1.00, 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 | FBALX | Portfolio | |
|---|---|---|---|
| ^GSPC | 1.00 | 0.89 | 0.89 |
| FBALX | 0.89 | 1.00 | 1.00 |
| Portfolio | 0.89 | 1.00 | 1.00 |