FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX)

  • Overview
  • Dividends
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Overview


FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND started on 11/11/2013
FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND is classified as asset class Short-Term Bond
FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND expense ratio is 0.35%
FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND rating is
(2%)

Dividends


FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) Dividend Info

FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) dividend growth in the last 12 months is -36.84%

The trailing 12-month yield of FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND is 1.53%. its dividend history:

Pay Date Cash Amount
Dec 18, 2024 $0.004
Nov 29, 2024 $0.0334
Oct 31, 2024 $0.035
Sep 30, 2024 $0.033
Jul 31, 2024 $0.033
May 31, 2024 $0.032
Apr 30, 2024 $0.03
Feb 29, 2024 $0.025
Jan 31, 2024 $0.026
Dec 29, 2023 $0.0244
Dec 21, 2023 $0.003
Nov 30, 2023 $0.023
Oct 31, 2023 $0.024
Sep 29, 2023 $0.0224
Aug 31, 2023 $0.024
Jul 31, 2023 $0.023
Jun 30, 2023 $0.022
May 31, 2023 $0.023
Apr 28, 2023 $0.0214
Mar 31, 2023 $0.02
Feb 28, 2023 $0.017
Jan 31, 2023 $0.019
Dec 30, 2022 $0.0187
Dec 22, 2022 $0.007
Nov 30, 2022 $0.018
Oct 31, 2022 $0.016
Sep 30, 2022 $0.015
Aug 31, 2022 $0.013
Jul 29, 2022 $0.0138
Jun 30, 2022 $0.013
May 31, 2022 $0.013
Mar 31, 2022 $0.013
Feb 28, 2022 $0.011
Jan 31, 2022 $0.012
Dec 31, 2021 $0.012
Nov 30, 2021 $0.011
Oct 29, 2021 $0.011
Sep 30, 2021 $0.011
Aug 31, 2021 $0.012
Jul 30, 2021 $0.012
Jun 30, 2021 $0.012
May 28, 2021 $0.013
Apr 30, 2021 $0.013
Mar 31, 2021 $0.014
Feb 26, 2021 $0.013
Jan 29, 2021 $0.015
Dec 31, 2020 $0.015
Nov 30, 2020 $0.014
Oct 30, 2020 $0.016
Sep 30, 2020 $0.016
Aug 31, 2020 $0.017
Jul 31, 2020 $0.019
Jun 30, 2020 $0.02
May 29, 2020 $0.022
Apr 30, 2020 $0.02
Mar 31, 2020 $0.022
Feb 28, 2020 $0.022
Jan 31, 2020 $0.024
Dec 31, 2019 $0.024
Nov 29, 2019 $0.023
Oct 31, 2019 $0.024
Sep 30, 2019 $0.024
Aug 30, 2019 $0.024
Jul 31, 2019 $0.024
Jun 28, 2019 $0.024
May 31, 2019 $0.025
Apr 30, 2019 $0.024
Mar 29, 2019 $0.024
Feb 28, 2019 $0.021
Jan 31, 2019 $0.024
Dec 31, 2018 $0.0232
Dec 27, 2018 $0.003
Nov 30, 2018 $0.0224
Oct 31, 2018 $0.0231
Sep 28, 2018 $0.022
Jul 31, 2018 $0.022
Jun 29, 2018 $0.021
May 31, 2018 $0.021
Apr 30, 2018 $0.02
Mar 29, 2018 $0.021
Feb 28, 2018 $0.018
Jan 31, 2018 $0.02
Dec 29, 2017 $0.019
Nov 30, 2017 $0.018
Oct 31, 2017 $0.018
Sep 29, 2017 $0.017
Aug 31, 2017 $0.0176
Jul 31, 2017 $0.0178
Jun 30, 2017 $0.0169
May 31, 2017 $0.0173
Mar 31, 2017 $0.017
Feb 28, 2017 $0.014
Jan 31, 2017 $0.016
Dec 30, 2016 $0.015
Nov 30, 2016 $0.013
Oct 31, 2016 $0.015
Sep 30, 2016 $0.014
Aug 31, 2016 $0.015
Jul 29, 2016 $0.015
Jun 30, 2016 $0.016
May 31, 2016 $0.016
Apr 29, 2016 $0.015
Mar 31, 2016 $0.016
Feb 29, 2016 $0.016
Jan 29, 2016 $0.018
Dec 31, 2015 $0.031
Nov 30, 2015 $0.016
Oct 30, 2015 $0.017
Sep 30, 2015 $0.016
Aug 31, 2015 $0.017
Jul 31, 2015 $0.017
Jun 30, 2015 $0.016
May 29, 2015 $0.016
Apr 30, 2015 $0.015
Mar 31, 2015 $0.016
Feb 27, 2015 $0.015
Jan 30, 2015 $0.02
Dec 31, 2014 $0.016
Nov 28, 2014 $0.015
Oct 31, 2014 $0.016
Sep 30, 2014 $0.016
Aug 29, 2014 $0.016
Jul 31, 2014 $0.018
Jun 30, 2014 $0.025
May 30, 2014 $0.019
Apr 30, 2014 $0.02
Mar 31, 2014 $0.024
Feb 28, 2014 $0.02
Jan 31, 2014 $0.02
Dec 31, 2013 $0.02

Dividend Growth History for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX)

Year
Payout Amount
Year Start Yield
Annual Payout Growth (YoY)
CAGR to 2024
2024 $0.2514 2.25% -5.56% -
2023 $0.2662 2.46% 62.81% -5.56%
2022 $0.1635 1.40% 9.73% 24.00%
2021 $0.149 1.24% -34.36% 19.05%
2020 $0.227 1.94% -20.35% 2.59%
2019 $0.285 2.53% 20.41% -2.48%
2018 $0.2367 2.07% 25.50% 1.01%
2017 $0.1886 1.65% 2.50% 4.19%
2016 $0.184 1.62% -13.21% 3.98%
2015 $0.212 1.85% -5.78% 1.91%
2014 $0.225 1.96% 1,025.00% 1.12%
2013 $0.02 0.17% - 25.88%

Dividend Growth Chart for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX)

FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) Dividend Calculator

$
Total Dividend Accrued
$ 1,460.00
Annualized Dividend Yield
10.68 %

Performance


FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) Historical Returns And Risk Info

From 11/11/2013 to 05/14/2025, the compound annualized total return (dividend reinvested) of FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) is 1.816%. Its cumulative total return (dividend reinvested) is 22.936%.

From 11/11/2013 to 05/14/2025, the Maximum Drawdown of FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) is 9.7%.

From 11/11/2013 to 05/14/2025, the Sharpe Ratio of FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) is 0.16.

From 11/11/2013 to 05/14/2025, the Annualized Standard Deviation of FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) is 2.3%.

From 11/11/2013 to 05/14/2025, the Beta of FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) is 0.9.

The return data shown below all have the same latest date: 05/14/2025.
AR inception is since 11/11/2013.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
FJRLX (FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND) 0.70% 3.97% 3.12% 1.26% 1.76% NA NA 1.89%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 0.60% 13.66% 15.29% 17.33% 12.64% 13.60% 10.45% 13.56%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 3.45% 9.21% 8.46% 8.44% 6.01% 6.98% 6.10% 6.61%

Return Calculator for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX)

Start date (MM/dd/yyyy)

End date   (MM/dd/yyyy)

FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) Historical Return Chart


Calculators


Dollar Cost Average Calculator for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX)

Starting Amount:
Investment Length (years):
Investment Symbol:
Regular Investment Amount ($):
DCA Frequency:
Share on

Retirement Spending Calculator for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX)

Starting Amount:
Period (Years):
Investment Portfolio or Fund:
Withdrawal Rate (%) :
%
Withdrawal Frequency:
Share on

Rolling Returns


FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/11/2013 to 05/14/2025, the worst annualized return of 3-year rolling returns for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) is -1.6%.
From 11/11/2013 to 05/14/2025, the worst annualized return of 5-year rolling returns for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) is 0.24%.
From 11/11/2013 to 05/14/2025, the worst annualized return of 10-year rolling returns for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) is 1.48%.
From 11/11/2013 to 05/14/2025, the worst annualized return of 20-year rolling returns for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) is NA.

Drawdowns


FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND (FJRLX) Maximum Drawdown




Related Articles for FIDELITY ADVISOR LIMITED TERM BOND FUND FIDELITY LIMITED TERM BOND FUND(FJRLX)