Fidelity Balanced Fund - Seasonality

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Fidelity Balanced Fund - Seasonality

Seasonality Charts

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Correlation

2020

75.63%

Year	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
Probability %	80%	50%	60%	60%	80%	90%	90%	70%	56%	89%	89%	67%
Average return %	+1.97%	-0.05%	-0.74%	+0.79%	+2.17%	+1.53%	+1.76%	+0.91%	-1.12%	-3.95%	+3.33%	-1.25%
2026	+1.84%	+0.40%	-3.90%	+7.54%	+3.59%	+0.57%	-1.27%	+1.60%	-0.45%	--	--	--
2025	+1.89%	-0.50%	-4.07%	-5.98%	+10.06%	+4.17%	+1.16%	+1.59%	+2.89%	-1.19%	+0.65%	-1.38%
2024	+1.30%	+3.26%	+2.45%	-3.64%	+3.70%	+2.43%	+0.51%	+1.99%	+1.72%	-4.45%	+4.28%	-3.68%
2023	+6.28%	-2.13%	+3.40%	+1.10%	+0.36%	+4.04%	+1.61%	-1.06%	-3.78%	-3.38%	+7.52%	+2.98%
2022	-4.64%	-1.80%	+1.55%	-7.89%	-0.23%	-6.44%	+6.60%	-3.70%	-7.69%	-2.59%	+4.89%	-4.66%
2021	-0.60%	+2.49%	+2.60%	+3.52%	+0.65%	+1.85%	+0.92%	+1.86%	-3.10%	-3.17%	-1.36%	+1.78%
2020	+0.89%	-4.83%	-10.25%	+9.76%	+4.38%	+2.72%	+4.45%	+4.99%	-2.08%	-5.38%	+8.76%	+2.54%
2019	+6.59%	+2.32%	+1.51%	+2.84%	-4.38%	+4.98%	+0.51%	-0.72%	+0.85%	+0.97%	+2.71%	-0.12%
2018	+4.17%	-2.79%	-1.08%	-0.13%	+2.06%	+0.83%	+1.76%	+1.93%	-0.16%	-12.61%	+0.95%	-7.48%
2017	+2.00%	+3.07%	+0.39%	+0.77%	+1.54%	+0.17%	+1.30%	+0.58%	+1.24%	-3.74%	+1.56%	-1.21%

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