Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMSCX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND CLASS I) | 2.41% | 2.97% | 1.80% | -1.51% | 0.76% | 1.65% | 2.25% | 3.45% |
Data as of 06/20/2025, AR inception is 03/27/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMSCX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND CLASS I) | 03/27/1997 | 06/20/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 2.97 | 1.80 | -1.51 | 0.76 | 1.65 | 2.25 | 3.45 | 2.41 | -0.31 | 4.57 | -12.33 | -1.49 | 3.49 | 6.40 | 0.74 | 2.13 | 1.82 | 1.42 | 6.19 | -1.79 | 4.21 | 6.38 | 6.90 | 9.54 | 1.22 | -0.46 | 4.78 | 2.44 | 3.73 | 3.55 | 8.69 | 7.28 | 11.47 | 1.85 | 5.73 | 8.51 |
| Sharpe Ratio | NA | -0.05 | -0.20 | -0.54 | -0.14 | NA | NA | 0.47 | 0.36 | -1.06 | 0.04 | -1.59 | -0.78 | 0.97 | 2.40 | -0.21 | 0.63 | 0.74 | 0.53 | 2.34 | -0.50 | 2.43 | 2.14 | 2.40 | 2.66 | 0.05 | -0.95 | 0.49 | 0.11 | 0.82 | 0.97 | 2.96 | 1.36 | 1.88 | -0.35 | 0.95 | 2.36 |
| Standard Deviation(%) | NA | 5.93 | 7.94 | 6.62 | 5.05 | NA | NA | 4.05 | 6.07 | 6.49 | 8.97 | 8.65 | 1.94 | 3.34 | 2.08 | 2.69 | 2.41 | 2.19 | 2.65 | 2.64 | 3.63 | 1.73 | 2.97 | 2.84 | 3.55 | 6.05 | 3.66 | 3.12 | 2.54 | 3.40 | 2.93 | 2.56 | 3.70 | 3.92 | 3.94 | 2.54 | 3.28 |
| Draw Down(%) | NA | 5.51 | 12.29 | 19.16 | 19.16 | NA | NA | 19.16 | 3.02 | 4.78 | 9.61 | 16.99 | 2.15 | 3.82 | 0.79 | 2.43 | 1.38 | 3.05 | 1.56 | 0.99 | 4.60 | 0.70 | 1.30 | 2.35 | 1.97 | 3.85 | 3.22 | 1.84 | 1.87 | 3.18 | 1.90 | 1.46 | 2.37 | 2.36 | 2.88 | 1.49 | 1.02 |
| Yield(%) | 0.00 | 3.15 | 2.84 | 1.76 | 2.11 | 2.35 | 2.82 | 3.78 | 1.26 | 3.02 | 3.20 | 1.49 | 0.42 | 1.54 | 2.67 | 2.49 | 2.38 | 2.28 | 2.29 | 2.56 | 1.75 | 2.46 | 3.23 | 3.39 | 5.34 | 4.78 | 5.00 | 4.72 | 4.01 | 3.50 | 3.87 | 5.20 | 5.89 | 6.90 | 6.17 | 7.58 | 5.35 |
Data as of 06/20/2025, AR inception is 03/27/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSCX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND CLASS I) |
-6.26%
Oct 2020 - Oct 2023 |
-1.59%
May 2020 - May 2025 |
0.09%
Oct 2013 - Oct 2023 |
1.68%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSCX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND CLASS I) |
9.42%
Jan 2000 - Jan 2003 |
7.12%
Jan 2000 - Jan 2005 |
5.69%
Apr 1997 - Apr 2007 |
5.37%
Apr 1997 - Apr 2012 |
Annualized Rolling Returns Comparison Chart