FCTDX vs. FBAKX

In the year-to-date period, FCTDX achieves a -2.88% return, which is significantly lower than FBAKX's -2.12% return.

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FCTDX has a 0.61% expense ratio, which is higher than FBAKX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) and Fidelity Balanced Fund Class K (FBAKX). 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.

The current FCTDX Sharpe Ratio is 0.23, which is comparable to the FBAKX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of FCTDX and FBAKX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FCTDX's dividend yield for the trailing twelve months is around 1.20%, less than FBAKX's 5.91% yield.

The maximum FCTDX drawdown since its inception was -34.51%, smaller than the maximum FBAKX drawdown of -40.94%. Use the drawdown chart below to compare losses from any high point for FCTDX and FBAKX. For additional features, visit the drawdowns tool.

Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX) has a higher volatility of 6.59% compared to Fidelity Balanced Fund Class K (FBAKX) at 4.43%. This indicates that FCTDX's price experiences larger fluctuations and is considered to be riskier than FBAKX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.