Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIKUX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND CLASS Z) | 0.49% | 5.99% | 4.37% | 0.27% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/04/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIKUX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND CLASS Z) | 10/04/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.10 | 5.99 | 4.37 | 0.27 | NA | NA | NA | … | … | 0.49 | 8.38 | 1.20 | 5.00 | -12.17 | -0.99 | 4.61 | 6.42 | 2.74 |
| Sharpe Ratio | NA | 1.12 | 0.25 | -0.32 | NA | NA | NA | … | … | -0.19 | 1.11 | -0.38 | 0.15 | -1.57 | -0.54 | 1.32 | 2.30 | 4.01 |
| Standard Deviation(%) | NA | 4.11 | 6.35 | 6.80 | NA | NA | NA | … | … | 4.28 | 4.97 | 6.42 | 8.97 | 8.70 | 1.87 | 3.30 | 2.15 | 2.64 |
| Draw Down(%) | NA | 2.80 | 8.04 | 18.11 | NA | NA | NA | … | … | 2.80 | 3.00 | 4.53 | 9.51 | 16.88 | 1.78 | 3.82 | 0.79 | 0.63 |
| Yield(%) | 0.00 | 3.76 | 3.92 | 2.71 | 2.10 | 1.40 | 1.05 | … | … | 1.29 | 4.16 | 4.12 | 3.62 | 1.72 | 0.83 | 2.55 | 2.79 | 0.68 |
Data as of 06/04/2026, Common starting date is 10/04/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKUX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND CLASS Z) |
-5.97%
Oct 2020 – Oct 2023 |
-0.95%
Apr 2019 – Apr 2024 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIKUX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND CLASS Z) |
5.86%
Oct 2022 – Oct 2025 |
0.54%
Feb 2021 – Feb 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart