Fidelity Balanced Fund (FBALX)
Seasonality Analysis
Fidelity Balanced Fund Annual Seasonality Statistics
Fidelity Balanced Fund Monthly Seasonality Performance
| Month | Avg Return | Win Rate | Strength |
|---|---|---|---|
| January | 0.43% | Moderate | |
| February | -0.12% | Weak | |
| March | 0.31% | Moderate | |
| April | 1.05% | Moderate | |
| May | 0.93% | Moderate | |
| June | 0.02% | Weak | |
| July | 0.67% | Moderate | |
| August | 0.60% | Moderate | |
| September | -1.26% | Weak | |
| October WORST | -1.92% | Very Weak | |
| November BEST | 1.67% | Strong | |
| December | -0.23% | Weak |
Fidelity Balanced Fund 2026 vs Historical Pattern
Fidelity Balanced Fund Interactive Seasonality Chart
Fidelity Balanced Fund Pattern Scanner
Fidelity Balanced Fund Seasonal Historical Performance
About Fidelity Balanced Fund (FBALX) Seasonality
Fidelity Balanced Fund (FBALX) has been analyzed using 27 years of historical data to identify seasonal patterns. Classified under ETFs, Fidelity Balanced Fund shows distinct seasonal tendencies based on historical data.
The strongest month for Fidelity Balanced Fund is historically November, with an average return of 1.67% and a win rate of 73%. Conversely, October tends to be the weakest month, averaging -1.92% return.
Looking at the full calendar year, Fidelity Balanced Fund has an average annual return of 2.16% with an overall monthly win rate of 57.6%. Out of 12 months, 8 typically show positive average returns.
The seasonal pattern for Fidelity Balanced Fund has a consistency score of 42.7 (Poor), based on 27 years of data. Higher consistency means the seasonal pattern has been more reliable across different market conditions.
Fidelity Balanced Fund Seasonality FAQ
What is the best month to buy Fidelity Balanced Fund (FBALX)?
Historically, November has been the best month for Fidelity Balanced Fund, with an average return of 1.67% and a win rate of 73%. However, past performance does not guarantee future results.
What is the worst month for Fidelity Balanced Fund (FBALX)?
Based on historical data, October has been the weakest month for Fidelity Balanced Fund, with an average return of -1.92%. This is a historical observation and does not guarantee future results.
How reliable is FBALX seasonality data?
The seasonality analysis for Fidelity Balanced Fund is based on 27 years of historical price data. While seasonal patterns can provide useful insights, they should be combined with other forms of analysis. Past patterns do not guarantee future performance.
How can I use Fidelity Balanced Fund seasonality in my trading?
Use Fidelity Balanced Fund (FBALX) seasonality as one factor in your analysis. Identify historically strong and weak months, combine with other research methods. SeasOptima provides premium tools including interactive charts, pattern scanning, and historical performance data for deeper analysis.