Fidelity Balanced Fund - Seasonality

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Fidelity Balanced Fund - Seasonality

Seasonality Charts

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Correlation

Election

77.92%

2000

85.07%

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 %	+1.96%	-0.06%	-0.75%	+0.81%	+2.17%	+1.53%	+1.76%	+0.90%	-1.13%	-3.93%	+3.32%	-1.23%
2026	+1.81%	+0.43%	-3.90%	+7.54%	+3.59%	+0.54%	-1.27%	+1.63%	-0.45%	--	--	--
2025	+1.89%	-0.50%	-4.07%	-5.98%	+10.03%	+4.17%	+1.19%	+1.56%	+2.89%	-1.19%	+0.65%	-1.38%
2024	+1.30%	+3.26%	+2.41%	-3.60%	+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%	+1.58%	-1.02%	-3.82%	-3.34%	+7.52%	+2.98%
2022	-4.64%	-1.80%	+1.51%	-7.86%	-0.26%	-6.41%	+6.60%	-3.70%	-7.73%	-2.55%	+4.89%	-4.66%
2021	-0.64%	+2.46%	+2.64%	+3.52%	+0.65%	+1.85%	+0.92%	+1.83%	-3.10%	-3.14%	-1.39%	+1.81%
2020	+0.89%	-4.83%	-10.25%	+9.76%	+4.38%	+2.68%	+4.49%	+4.99%	-2.08%	-5.38%	+8.72%	+2.61%
2019	+6.59%	+2.32%	+1.47%	+2.89%	-4.38%	+4.98%	+0.51%	-0.72%	+0.85%	+0.97%	+2.71%	-0.12%
2018	+4.17%	-2.83%	-1.08%	-0.08%	+2.06%	+0.83%	+1.76%	+1.89%	-0.16%	-12.57%	+0.90%	-7.44%
2017	+2.00%	+3.07%	+0.35%	+0.82%	+1.54%	+0.17%	+1.30%	+0.58%	+1.24%	-3.74%	+1.56%	-1.21%

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