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Fidelity Advisor Short-Term Bond Z (FIKTX)

8.47
-0.01
(-0.12%)
At close: 8:04:41 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.13%
5y Average Return 1.96%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (May 20, 2025) 5.42%
Worst 1Y Total Return (May 20, 2025) --
Best 3Y Total Return 5.42%
Worst 3Y Total Return -0.13%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIKTX
Category
YTD
2.37%
0.44%
1-Month
0.71%
0.02%
3-Month
1.89%
0.56%
1-Year
6.91%
2.65%
3-Year
4.02%
3.38%
5-Year
2.10%
2.40%
10-Year
1.99%
2.01%
Last Bull Market
4.31%
2.63%
Last Bear Market
-0.96%
-0.33%

Annual Total Return (%) History

Year
FIKTX
Category
2025
--
--
2024
4.74%
--
2023
5.42%
--
2022
-3.53%
--
2021
-0.64%
--
2020
3.92%
3.81%
2019
4.17%
4.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.65% -- -- --
2024 0.69% 1.05% 2.95% -0.00%
2023 1.54% 0.11% 0.83% 2.86%
2022 -2.48% -0.96% -1.15% 1.05%
2021 -0.26% 0.14% 0.09% -0.62%
2020 -0.07% 3.01% 0.51% 0.45%
2019 1.48% 1.36% 0.76% 0.51%

Rank in Category (By Total Return)

YTD 33
1-Month 20
3-Month 28
1-Year 61
3-Year 47
5-Year 63

Load Adjusted Returns

1-Year 6.91%
3-Year 4.02%
5-Year 2.10%
10-Year 1.99%

Performance & Risk

YTD Return 2.13%
5y Average Return 1.96%
Rank in Category (ytd) 33
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.27
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Fidelity Investments
Net Assets 2.47B
YTD Return 2.37%
Yield 4.16%
Morningstar Rating
Inception Date Sep 15, 1986

Fund Summary

The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. Its manager manages the fund to have similar overall interest rate risk to the Bloomberg Barclays U.S. 1-3 Year Government/Credit Bond Index. The fund normally maintains a dollar-weighted average maturity of three years or less. It allocates assets across different market sectors and maturities. The fund invests in domestic and foreign issuers.

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