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Fidelity Advisor Balanced Fund Class A (FABLX) Sharpe Ratio

Mutual Fund · Currency in USD · Last updated Jul 25, 2026

The Fidelity Advisor Balanced Fund seeks income and capital growth consistent with reasonable risk by investing roughly 60% of assets in stocks and other equity securities and the remainder in bonds and other debt securities, including lower-quality debt. Equity and fixed income sleeves are run by separate managers using fundamental analysis. Class A shares carry a front-end sales charge.

Sharpe ratio is not yet available for FABLX. This metric requires at least 12 months of historical daily returns to calculate. Check back once this data is available.

How it compares to other similar mutual funds

The table compares Fidelity Advisor Balanced Fund Class A's Sharpe Ratio with other mutual funds in the Diversified Portfolio category across multiple time periods, showing how FABLX's risk-adjusted performance compares to similar funds.

Data shows 1-, 5-, and 10-year periods, plus each fund's all-time average, as of Jul 25, 2026.

SymbolName1Y Sharpe Ratio5Y Sharpe Ratio10Y Sharpe RatioAll Time Sharpe Ratio
STDAXSEI Asset Allocation Trust Defensive Strategy Allocation Fund3.85
TIBIXThornburg Investment Income Builder Fund Class I3.55
NWQIXNuveen Flexible Income Fund3.03
FSRRXFidelity Strategic Real Return Fund2.78
RPFCXDavis Appreciation & Income Fund2.70
PUDZXPGIM Real Assets Fund2.63
BRUFXBruce Fund2.61
EKBAXAllspring Diversified Capital Builder Fund2.49
FMUAXFederated Hermes Municipal and Stock Advantage Fund2.48
FORTXAbraham Fortress Fund2.48
FABLXFidelity Advisor Balanced Fund Class A—

S&P 500 Index

How to choose period

Historical Sharpe Ratio

The chart shows FABLX's rolling Sharpe ratio over time compared to your chosen benchmark. Rising trends indicate improving returns relative to total volatility, while declining trends may signal deteriorating risk-adjusted performance or increased volatility. Use multiple timeframes to distinguish short-term fluctuations from long-term patterns.

Identify market cycles by observing when FABLX consistently outperforms (line above benchmark), underperforms (below benchmark), or aligns with the benchmark.

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