Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FMSFX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND FIDELITY MORTGAGE SECURITIES FUND) | 3.34% | 5.28% | 1.51% | -0.81% | 1.14% | 1.90% | 2.48% | 5.30% |
Data as of 07/03/2025, AR inception is 01/30/1985
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FMSFX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND FIDELITY MORTGAGE SECURITIES FUND) | 01/30/1985 | 07/03/2025 |
| 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 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.51 | 5.28 | 1.51 | -0.81 | 1.14 | 1.90 | 2.48 | 5.30 | 3.34 | 1.02 | 4.91 | -12.21 | -1.04 | 4.41 | 6.41 | 0.78 | 2.21 | 1.87 | 1.47 | 6.35 | -1.76 | 4.23 | 6.51 | 6.94 | 9.58 | 1.31 | -0.39 | 4.84 | 2.50 | 3.85 | 3.61 | 8.15 | 7.47 | 11.47 | 1.90 | 5.88 | 9.43 | 5.44 | 17.04 | 1.95 | 6.72 | 5.65 | 13.62 | 10.37 | 13.63 | 6.72 | 2.70 | 10.96 | 17.53 |
| Sharpe Ratio | NA | 0.35 | -0.22 | -0.43 | -0.05 | NA | NA | 0.70 | 0.62 | -0.40 | 0.14 | -1.58 | -0.55 | 1.26 | 2.36 | -0.23 | 0.64 | 0.74 | 0.54 | 2.46 | -0.49 | 2.46 | 2.21 | 2.44 | 2.65 | 0.06 | -0.97 | 0.46 | 0.09 | 0.87 | 0.97 | 2.80 | 1.37 | 1.81 | -0.37 | 0.94 | 1.76 | 0.41 | 3.23 | -0.23 | 1.76 | 0.86 | 2.74 | 1.06 | 1.72 | 0.42 | -0.24 | 1.54 | 2.47 |
| Standard Deviation(%) | NA | 5.81 | 7.89 | 6.61 | 5.04 | NA | NA | 4.18 | 5.98 | 6.50 | 8.88 | 8.68 | 1.92 | 3.29 | 2.10 | 2.62 | 2.42 | 2.24 | 2.67 | 2.57 | 3.69 | 1.71 | 2.93 | 2.81 | 3.57 | 6.00 | 3.67 | 3.10 | 2.55 | 3.29 | 2.98 | 2.50 | 3.74 | 4.00 | 3.94 | 2.56 | 3.25 | 4.30 | 4.04 | 4.97 | 2.58 | 3.66 | 3.52 | 4.58 | 4.47 | 4.32 | 6.38 | 4.25 | 5.60 |
| Draw Down(%) | NA | 5.43 | 12.25 | 18.43 | 18.43 | NA | NA | 18.43 | 3.10 | 4.63 | 9.63 | 16.96 | 1.80 | 3.89 | 0.79 | 2.40 | 1.36 | 3.04 | 1.54 | 0.99 | 4.57 | 0.70 | 1.29 | 2.43 | 1.97 | 3.81 | 3.17 | 1.82 | 1.95 | 3.16 | 1.98 | 1.54 | 2.27 | 2.35 | 2.95 | 1.48 | 1.88 | 2.66 | 1.63 | 3.78 | 0.75 | 2.12 | 1.43 | 2.05 | 2.33 | 2.91 | 6.89 | 2.44 | 2.24 |
| Yield(%) | 0.00 | 3.96 | 3.27 | 2.31 | 2.41 | 2.56 | 3.00 | 5.55 | 1.66 | 4.04 | 3.54 | 1.64 | 0.78 | 2.45 | 2.70 | 2.53 | 2.46 | 2.33 | 2.34 | 2.64 | 1.85 | 2.49 | 3.27 | 3.43 | 5.40 | 4.85 | 5.05 | 4.78 | 4.06 | 3.62 | 3.93 | 4.60 | 6.07 | 6.91 | 6.21 | 7.62 | 7.64 | 7.32 | 8.44 | 6.27 | 6.54 | 7.11 | 7.90 | 8.17 | 8.64 | 8.29 | 8.55 | 9.54 | 11.56 |
Data as of 07/03/2025, AR inception is 01/30/1985
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSFX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND FIDELITY MORTGAGE SECURITIES FUND) |
-6.05%
Oct 2020 - Oct 2023 |
-1.25%
Oct 2017 - Oct 2022 |
0.27%
Oct 2013 - Oct 2023 |
1.93%
May 2010 - May 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FMSFX (FIDELITY ADVISOR MORTGAGE SECURITIES FUND FIDELITY MORTGAGE SECURITIES FUND) |
12.53%
Dec 1988 - Dec 1991 |
10.86%
Sep 1987 - Sep 1992 |
9.33%
Feb 1985 - Feb 1995 |
8.57%
Feb 1985 - Feb 2000 |
Annualized Rolling Returns Comparison Chart