Data as of: July 31, 2026
FBAL (Fidelity All-in-One Balanced ETF) is an Asset Allocation ETF from Fidelity, listed on the TSX. It holds 60% stocks / 40% bonds. The fund has a management expense ratio (MER) of 0.40% and annual distributions.
| Period | Return |
|---|---|
| 1 Month | 0.01% |
| 3 Months | 4.19% |
| 6 Months | 6.69% |
| YTD | 8.26% |
| 1 Year | 16.41% |
| 3 Years | — |
| 5 Years | — |
| 10 Years | — |
| Since Inception | — |
| Period | Return |
|---|---|
| 1 Year | 16.41% |
| 2 Years | — |
| 3 Years | 16.02% |
| 5 Years | 10.11% |
| 10 Years | — |
| Since Inception | 9.97% |
Annualized returns represent the average annual return over the period.
| 2025 | 2024 | 2023 | 2022 |
|---|---|---|---|
| 13.04% | 19.42% | 14.08% | -9.67% |
TWR = Time-Weighted Return (measures fund performance). MWRR = Money-Weighted Return (measures your personal return including contribution timing). Past performance does not guarantee future results.
| # | Name | Ticker | Weight | ||
|---|---|---|---|---|---|
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No holdings data available |
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