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Nasdaq - Delayed Quote USD

Fidelity Advisor Risk Parity A (FAPUX)

9.90
+0.09
+(0.92%)
At close: 8:00:38 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.36%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down --
Best 1Y Total Return (May 1, 2025) 8.18%
Worst 1Y Total Return (May 1, 2025) --
Best 3Y Total Return 8.18%
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FAPUX
Category
YTD
3.78%
5.31%
1-Month
-0.24%
-4.19%
3-Month
3.78%
3.90%
1-Year
7.99%
20.31%
3-Year
0.00%
6.48%
5-Year
0.00%
11.78%
10-Year
0.00%
10.96%
Last Bull Market
10.84%
25.56%
Last Bear Market
0.00%
-15.11%

Annual Total Return (%) History

Year
FAPUX
Category
2025
--
--
2024
6.66%
--
2023
8.18%
22.32%
2022
--
-16.96%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.78% -- -- --
2024 2.51% 0.42% 8.20% -4.23%
2023 3.48% 0.00% -4.49% 9.46%
2022 7.45% -- -- --

Rank in Category (By Total Return)

YTD 2
1-Month 1
3-Month 2
1-Year 25
3-Year --
5-Year --

Load Adjusted Returns

1-Year 1.78%
3-Year --
5-Year --
10-Year --

Performance & Risk

YTD Return 3.36%
5y Average Return 0.00%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category Large Blend
Fund Family Fidelity Investments
Net Assets 9.06M
YTD Return 3.78%
Yield 5.12%
Morningstar Rating --
Inception Date Jul 07, 2022

Fund Summary

Using quantitative analysis to balance the fund’s risk across four risk factors: growth (risk of reduced earnings expectations and increased default risk), inflation (risk of rising consumer inflation), real rates (risk of rising real interest rates), and liquidity (risk of reduced liquidity). The fund invests in underlying funds, derivatives, cash and cash equivalents.

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