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FSXIX: FIDELITY ADVISOR SHORT FIXED-INCOME FUND INSTITUTIONAL CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 12/21/2000 |
| Last Dividend Date: | 05/31/2016 |
| 12-Mo. Yield | 1.06% |
| Expenses | 0.53% |
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Performance Analytics (As of 07/31/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 12/21/2000 |
2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | 0.0 | 0.1 | 0.2 | 0.0 | 0.1 | 1.1 | -0.6 | 0.1 | -0.1 | 1.1 | 0.4 | 1.7 | 4.3 | -6.0 | -1.9 | 0.3 | -1.6 | -0.5 | 0.5 | 2.0 | 1.3 | -0.2 |
| Sharpe Ratio | NA | 0.28 | 0.19 | 0.17 | -0.36 | NA | -0.55 | 1.67 | -0.58 | 0.09 | -0.16 | 1.36 | 0.33 | 1.14 | 2.42 | -2.62 | -3.16 | -2.58 | -3.08 | -0.87 | -0.09 | 0.46 | -0.49 | NA |
| Draw Down(%) | NA | 1.0 | 1.2 | 1.2 | 9.0 | NA | 11.1 | 0.3 | 1.1 | 0.7 | 1.1 | 0.3 | 1.0 | 1.2 | 1.0 | 7.6 | 2.5 | 1.1 | 1.7 | 2.4 | 2.1 | 1.5 | 2.0 | NA |
| Standard Deviation(%) | NA | 1.1 | 1.1 | 1.0 | 1.4 | NA | 1.6 | 1.1 | 1.2 | 1.0 | 0.9 | 0.8 | 1.2 | 1.4 | 1.7 | 2.6 | 1.6 | 1.2 | 1.2 | 1.7 | 1.8 | 2.0 | 2.1 | NA |
| Treynor Ratio | NA | 0.01 | 0.0 | 0.0 | -0.01 | NA | -0.02 | 0.04 | -0.01 | 0.0 | 0.0 | 0.04 | 0.01 | 0.03 | 0.1 | -0.16 | -0.12 | -0.08 | -0.09 | -0.02 | 0.0 | 0.02 | -0.02 | NA |
| Alpha | NA | 0.0 | 0.0 | 0.0 | -0.01 | NA | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | -0.02 | -0.02 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | -0.01 | NA |
| Beta | NA | 0.43 | 0.46 | 0.4 | 0.42 | NA | 0.45 | 0.42 | 0.49 | 0.47 | 0.33 | 0.24 | 0.47 | 0.5 | 0.41 | 0.42 | 0.41 | 0.36 | 0.43 | 0.63 | 0.56 | 0.51 | 0.46 | NA |
| RSquared | NA | 0.41 | 0.42 | 0.36 | 0.41 | NA | 0.43 | 0.41 | 0.49 | 0.39 | 0.27 | 0.16 | 0.36 | 0.51 | 0.46 | 0.41 | 0.41 | 0.32 | 0.31 | 0.57 | 0.49 | 0.46 | 0.49 | NA |
| Yield(%) | N/A | 1.1 | 0.9 | 1.0 | 2.0 | 2.5 | N/A | 0.4 | 1.2 | 0.9 | 0.8 | 1.1 | 1.5 | 1.8 | 2.7 | 3.5 | 4.6 | 4.1 | 3.1 | 2.2 | 2.8 | 4.0 | 5.7 | 0.6 |
| Dividend Growth(%) | N/A | 23.8 | -30.2 | -67.9 | N/A | N/A | N/A | -68.5 | 35.0 | 12.7 | -31.1 | -25.9 | -16.8 | -28.9 | -27.5 | -25.2 | 11.6 | 33.3 | 41.3 | -22.6 | -29.4 | -29.1 | 885.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/21/2000
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
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