UK markets close in 2 hours 5 minutes

Fidelity Advisor Total Bond Z (FBKWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.450.00 (0.00%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.69%
5-year average return1.24%
Number of years up6
Number of years down3
Best 1-yr total return (20 Jun 2024)9.87%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return9.87%
Worst 3-yr total return-2.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFBKWXCategory
YTD-0.83%-0.61%
1-month1.80%0.77%
3-month0.38%1.99%
1-year3.44%3.06%
3-year-2.01%5.69%
5-year1.12%3.75%
10-year2.16%3.84%
Last bull market8.63%4.61%
Last bear market-6.09%1.87%

Annual total return (%) history

Year
FBKWXCategory
2024
N/AN/A
2023
7.34%N/A
2022
-12.83%N/A
2021
0.08%N/A
2020
9.44%8.06%
2019
9.87%8.94%
2018
-0.61%-0.61%
2017
4.38%4.27%
2016
5.85%3.86%
2015
-0.34%-0.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.21%N/AN/AN/A
20233.28%-0.11%-2.74%6.98%
2022-5.51%-6.09%-3.95%2.27%
2021-2.57%2.19%0.26%0.26%
2020-0.42%5.91%1.75%1.99%
20193.89%3.00%2.13%0.54%
2018-1.23%-0.08%0.26%0.45%
20171.34%1.33%1.13%0.52%
20163.15%3.04%1.72%-2.09%
20151.95%-1.42%-0.10%-0.74%

Rank in category (by total return)

YTD39
1-month39
3-month33
1-year24
3-year17
5-year12

Load adjusted returns

1-year3.44%
3-year-2.01%
5-year1.12%
10-year2.16%