USD=X vs. FBALX
USD=X (USD Cash) is a currency, while FBALX (Fidelity Balanced Fund) is Diversified Portfolio fund actively managed by Fidelity. Over the past 10 years, USD=X returned 0.00%/yr vs 11.70%/yr for FBALX.
Performance
USD=X vs. FBALX - Performance Comparison
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Returns By Period
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
FBALX
- 1D
- 1.52%
- 1M
- -0.11%
- YTD
- 8.71%
- 6M
- 9.51%
- 1Y
- 21.68%
- 3Y*
- 15.96%
- 5Y*
- 8.88%
- 10Y*
- 11.70%
USD=X vs. FBALX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FBALX Fidelity Balanced Fund | 8.71% | 15.11% | 16.09% | 20.31% | -18.29% | 18.27% | 22.45% | 24.40% | -3.98% | 16.52% |
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Return for Risk
USD=X vs. FBALX — Risk / Return Rank
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FBALX
USD=X vs. FBALX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for USD Cash (USD=X) and Fidelity Balanced Fund (FBALX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| USD=X | FBALX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.47 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 3.44 | — |
| Martin ratioReturn relative to average drawdown | — | 16.08 | — |
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Drawdowns
USD=X vs. FBALX - Drawdown Comparison
The maximum USD=X drawdown since its inception was 0.00%, smaller than the maximum FBALX drawdown of -43.57%. Use the drawdown chart below to compare losses from any high point for USD=X and FBALX.
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Drawdown Indicators
| USD=X | FBALX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | 0.00% | -43.57% | +43.57% |
Max Drawdown (1Y)Largest decline over 1 year | 0.00% | -6.47% | +6.47% |
Max Drawdown (3Y)Largest decline over 3 years | 0.00% | -12.88% | +12.88% |
Max Drawdown (5Y)Largest decline over 5 years | 0.00% | -22.89% | +22.89% |
Max Drawdown (10Y)Largest decline over 10 years | 0.00% | -26.68% | +26.68% |
Current DrawdownCurrent decline from peak | 0.00% | -1.44% | +1.44% |
Average DrawdownAverage peak-to-trough decline | 0.00% | -4.37% | +4.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.00% | 1.38% | -1.38% |
Volatility
USD=X vs. FBALX - Volatility Comparison
The current volatility for USD Cash (USD=X) is 0.00%, while Fidelity Balanced Fund (FBALX) has a volatility of 3.69%. This indicates that USD=X experiences smaller price fluctuations and is considered to be less risky than FBALX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USD=X | FBALX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.00% | 3.69% | -3.69% |
Volatility (6M)Calculated over the trailing 6-month period | 0.00% | 7.41% | -7.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 0.00% | 9.06% | -9.06% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 0.00% | 12.24% | -12.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 0.00% | 12.81% | -12.81% |
Frequently Asked Questions
FBALX has higher volatility (3.69%) compared to USD=X (0.00%). In terms of maximum drawdown, USD=X dropped 0.00% vs FBALX's -43.57%.
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