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FCBAX: FIDELITY CORPORATE BOND FUND FIDELITY ADVISOR CORPORATE BOND FUND: CLASS A (MUTUAL FUND)
Basic Info 10.27 0.04(0.39%) May 28
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (11%) |
Start Date: | 05/18/2010 |
Last Dividend Date: | 04/30/2024 |
12-Mo. Yield | 3.62% |
Expenses | 0.81% |
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Performance Analytics (As of 05/24/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/18/2010 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.6 | -1.3 | 5.5 | -3.4 | 0.7 | 1.9 | 3.4 | 8.5 | -17.0 | -1.5 | 10.5 | 14.1 | -3.2 | 6.5 | 5.9 | -1.8 | 7.7 | -2.0 | 9.7 | 10.6 | 4.8 |
Sharpe Ratio | NA | -1.01 | 0.25 | -0.73 | -0.11 | 0.15 | 0.47 | 0.53 | -2.08 | -0.32 | 1.2 | 3.07 | -1.39 | 1.7 | 1.44 | -0.37 | 2.32 | -0.45 | 2.57 | 1.75 | 1.28 |
Draw Down(%) | NA | 3.8 | 6.7 | 22.9 | 22.9 | 22.9 | 22.9 | 7.9 | 21.5 | 5.5 | 15.3 | 2.6 | 4.6 | 1.8 | 4.4 | 4.8 | 1.9 | 7.1 | 1.8 | 2.4 | 3.8 |
Standard Deviation(%) | NA | 6.0 | 7.2 | 7.5 | 7.3 | 5.8 | 5.6 | 8.0 | 8.9 | 4.8 | 8.5 | 4.1 | 3.2 | 3.4 | 4.0 | 4.8 | 3.3 | 4.6 | 3.8 | 6.0 | 6.0 |
Treynor Ratio | NA | -0.06 | 0.02 | -0.05 | -0.01 | 0.01 | 0.02 | 0.04 | -0.18 | -0.01 | 0.07 | 0.11 | -0.04 | 0.05 | 0.06 | -0.02 | 0.08 | -0.02 | 0.09 | 0.09 | 0.08 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | -0.02 | 0.01 | -0.01 | 0.01 | 0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.01 | 0.0 |
Beta | NA | 1.01 | 1.01 | 1.02 | 1.1 | 1.09 | 1.09 | 1.01 | 1.01 | 1.17 | 1.52 | 1.14 | 1.05 | 1.12 | 0.92 | 1.07 | 0.98 | 1.16 | 1.12 | 1.17 | 1.01 |
RSquared | NA | 0.96 | 0.95 | 0.95 | 0.9 | 0.88 | 0.88 | 0.95 | 0.95 | 0.86 | 0.88 | 0.84 | 0.75 | 0.82 | 0.73 | 0.89 | 0.79 | 0.92 | 0.84 | 0.91 | 0.9 |
Yield(%) | N/A | 1.2 | 3.6 | 2.7 | 3.0 | 2.9 | N/A | 3.6 | 2.2 | 2.8 | 3.3 | 3.3 | 2.8 | 2.9 | 2.8 | 2.8 | 2.9 | 2.5 | 3.4 | 4.5 | 3.2 |
Dividend Growth(%) | N/A | -66.5 | 21.9 | -4.1 | 8.1 | N/A | N/A | 31.6 | -24.0 | -10.1 | 11.1 | 9.4 | 0.0 | 8.9 | -6.8 | 3.5 | 11.3 | -22.3 | -19.7 | 41.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/18/2010
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