portfolio stuff 2
Asset Allocation
| Position | Category/Sector | Target Weight |
|---|---|---|
FBALX Fidelity Balanced Fund | Diversified Portfolio | 100% |
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in portfolio stuff 2, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced every 3 months.
The earliest data available for this chart is Mar 31, 1987, corresponding to the inception date of FBALX
Returns By Period
As of Apr 20, 2025, the portfolio stuff 2 returned -6.68% Year-To-Date and 3.83% of annualized return in the last 10 years.
| YTD | 1M | 6M | 1Y | 5Y* | 10Y* | |
|---|---|---|---|---|---|---|
^GSPC S&P 500 | -10.18% | -6.71% | -9.92% | 6.35% | 13.40% | 9.65% |
| portfolio stuff 2 | -6.68% | -4.82% | -7.88% | 1.66% | 5.58% | 3.83% |
| Portfolio components: | ||||||
FBALX Fidelity Balanced Fund | -6.68% | -4.82% | -7.88% | 1.66% | 5.58% | 3.83% |
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% | -4.05% | -6.68% | ||||||||
| 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 | 0.04 | 0.15 | 1.02 | 0.04 | 0.15 |
Dividends
Dividend yield
portfolio stuff 2 provided a 6.14% dividend yield over the last twelve months.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Portfolio | 6.14% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 7.96% | 10.55% |
| Portfolio components: | ||||||||||||
FBALX Fidelity Balanced Fund | 6.14% | 5.67% | 2.28% | 8.06% | 9.66% | 5.90% | 4.24% | 10.99% | 7.90% | 3.07% | 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 | $0.13 | ||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.14 | $0.00 | $0.00 | $0.99 | $0.00 | $0.43 | $1.68 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.12 | $0.00 | $0.00 | $0.12 | $0.00 | $0.29 | $0.62 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.06 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.61 | $0.00 | $0.11 | $1.85 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.07 | $0.00 | $0.00 | $0.05 | $0.00 | $0.00 | $2.46 | $0.00 | $0.36 | $2.94 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $1.08 | $0.00 | $0.39 | $1.67 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.11 | $0.00 | $0.00 | $0.23 | $0.00 | $0.62 | $1.04 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.10 | $0.00 | $0.00 | $1.75 | $0.00 | $0.34 | $2.27 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $1.25 | $0.00 | $0.44 | $1.87 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.09 | $0.00 | $0.00 | $0.29 | $0.00 | $0.21 | $0.68 |
| 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.
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 10.64%.
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 current portfolio stuff 2 volatility is 8.33%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.