Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Fidelity Advisor Strategic Real Ret C (FCSRX)

7.96
-0.06
(-0.75%)
At close: 8:03:51 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.91%
5y Average Return 7.62%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 4, 2025) 14.65%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 14.65%
Worst 3Y Total Return -3.90%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FCSRX
Category
YTD
2.92%
5.91%
1-Month
0.47%
0.61%
3-Month
2.92%
4.02%
1-Year
6.13%
18.59%
3-Year
0.82%
8.56%
5-Year
8.10%
7.44%
10-Year
2.93%
6.20%
Last Bull Market
5.90%
11.89%
Last Bear Market
-8.56%
-8.23%

Annual Total Return (%) History

Year
FCSRX
Category
2025
--
--
2024
4.77%
--
2023
3.60%
--
2022
-4.24%
--
2021
14.65%
--
2020
2.60%
8.86%
2019
9.53%
14.81%
2018
-5.05%
-5.04%

2017
3.02%
9.86%
2016
7.95%
6.62%
2015
-8.38%
-2.32%
2014
0.01%
4.02%
2013
-3.15%
7.23%
2012
7.13%
9.40%
2011
0.61%
1.70%
2010
12.72%
10.03%
2009
27.08%
20.77%
2008
-24.19%
-18.61%
2007
2.61%
4.53%
2006
3.89%
8.16%
2005
--
2.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.92% -- -- --
2024 1.59% 1.28% 3.51% -1.63%
2023 0.36% -0.14% 0.29% 3.07%
2022 4.37% -8.56% -3.23% 3.69%
2021 3.23% 5.91% 1.71% 3.11%
2020 -14.77% 8.52% 4.32% 6.33%
2019 5.97% 0.73% 1.03% 1.57%
2018 -1.14% 1.84% -0.29% -5.42%
2017 0.35% -0.47% 1.13% 2.00%
2016 2.34% 5.05% -0.03% 0.45%

2015 -0.11% -0.67% -4.51% -3.29%
2014 3.86% 2.23% -4.32% -1.55%
2013 1.57% -4.86% 0.59% -0.37%
2012 2.97% 0.57% 4.19% -0.71%
2011 3.38% -0.71% -5.40% 3.62%
2010 1.54% -1.40% 6.26% 5.95%
2009 -1.47% 12.65% 9.09% 4.95%
2008 2.01% 4.21% -10.47% -20.34%
2007 2.27% -0.97% 1.26% 0.06%
2006 -0.50% 2.03% 0.17% 2.16%
2005 -0.53% -- -- --

Rank in Category (By Total Return)

YTD 8
1-Month 1
3-Month 8
1-Year 22
3-Year 98
5-Year 13

Load Adjusted Returns

1-Year 5.13%
3-Year 0.82%
5-Year 8.10%
10-Year 2.93%

Performance & Risk

YTD Return -0.91%
5y Average Return 7.62%
Rank in Category (ytd) 8
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.60
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Fidelity Investments
Net Assets 496.03M
YTD Return 2.92%
Yield 3.75%
Morningstar Rating
Inception Date Sep 07, 2005

Fund Summary

The fund allocates the assets among four general investment categories: inflation-protected debt securities, floating rate loans, commodity-linked derivative instruments and related investments, and real estate investment trusts (REITs) and other real estate related investments. The manager uses a neutral mix of approximately 25% inflation-protected debt securities, 25% floating rate loans, 30% commodity-linked derivative instruments and related investments, and 20% REITs and other real estate related investments. The fund invests in domestic and foreign issuers.

Related Tickers