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FJRLX: FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (MUTUAL FUND)
Basic Info 11.5 0.04(0.35%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (2%) |
| Start Date: | 11/11/2013 |
| Last Dividend Date: | 05/29/2026 |
| 12-Mo. Yield | 4.10% |
| Expenses | 0.35% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 0.4 | 4.2 | 5.4 | 2.2 | 2.4 | 2.3 | 6.7 | 4.9 | 6.3 | -5.9 | -1.2 | 5.2 | 6.0 | 0.5 | 1.7 | 2.5 | 0.7 | 2.1 | 0.0 |
| Sharpe Ratio | NA | -0.66 | 0.7 | 0.84 | -0.13 | 0.3 | 0.44 | 1.71 | 0.52 | 0.78 | -2.19 | -0.86 | 1.5 | 2.51 | -0.63 | 0.8 | 1.49 | 0.37 | 1.31 | -0.03 |
| Draw Down(%) | NA | 1.6 | 1.6 | 1.6 | 9.4 | 9.4 | 9.4 | 1.3 | 1.2 | 1.8 | 8.2 | 1.5 | 6.6 | 0.9 | 1.2 | 0.8 | 1.5 | 1.1 | 0.9 | 0.6 |
| Standard Deviation(%) | NA | 2.5 | 2.2 | 2.5 | 2.8 | 2.4 | 2.3 | 2.2 | 2.5 | 3.4 | 3.3 | 1.5 | 3.2 | 1.8 | 1.4 | 1.4 | 1.5 | 1.8 | 1.6 | 1.4 |
| Treynor Ratio | NA | -0.02 | 0.02 | 0.02 | 0.0 | 0.01 | 0.01 | 0.05 | 0.02 | 0.03 | -0.08 | -0.01 | 0.05 | 0.05 | -0.01 | 0.01 | 0.03 | 0.01 | 0.02 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 |
| Beta | NA | 0.93 | 0.85 | 0.86 | 0.88 | 0.9 | 0.9 | 0.81 | 0.86 | 0.91 | 0.88 | 0.84 | 1.05 | 0.91 | 0.78 | 0.83 | 0.81 | 0.98 | 0.89 | 0.77 |
| RSquared | NA | 0.86 | 0.82 | 0.87 | 0.89 | 0.85 | 0.84 | 0.84 | 0.86 | 0.93 | 0.93 | 0.65 | 0.88 | 0.75 | 0.6 | 0.62 | 0.75 | 0.8 | 0.6 | 0.45 |
| Yield(%) | N/A | 1.7 | N/A | N/A | N/A | N/A | N/A | 4.0 | 3.4 | 2.5 | 1.5 | 1.4 | 2.3 | 2.5 | 2.1 | 1.6 | 1.6 | 1.8 | 2.0 | 0.2 |
| Dividend Growth(%) | N/A | -57.8 | N/A | N/A | N/A | N/A | N/A | 20.1 | 43.2 | 51.1 | 1.8 | -36.2 | -4.9 | 20.4 | 25.5 | 2.5 | -13.2 | -5.8 | 1025.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/07/2013
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