Toronto - Delayed Quote • CAD
Fidelity Canadian Balanced Class T8 (0P0000FWZ2.TO)
At close: September 12 at 4:00 PM EDT
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 22.07% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 12 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 7.32% |
| 5y Average Return | 5.06% |
| Rank in Category (ytd) | 96 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000FWZ2.TO | Category Average | 0P0000FWZ2.TO | Category Average | 0P0000FWZ2.TO | Category Average | |
| Alpha | -1.47 | -- | -1.47 | -- | -1.04 | -- |
| BETA | 0.95 | -- | 1.05 | -- | 1.06 | -- |
| Mean Annual Return | 0.21 | -- | 0.42 | -- | 0.41 | -- |
| R-squared | 95.86 | -- | 94.43 | -- | 90.01 | -- |
| Standard Deviation | 8.61 | -- | 9.77 | -- | 8.12 | -- |
| Sharpe Ratio | -0.08 | -- | 0.29 | -- | 0.42 | -- |
| Treynor Ratio | -1.17 | -- | 2.3 | -- | 2.97 | -- |
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