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Nasdaq - Delayed Quote USD
Fidelity Advisor Real Estate Income Z (FIKMX)
12.19
+0.01
+(0.08%)
At close: 8:03:49 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.70% |
| 5y Average Return | 10.47% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Mar 31, 2025) | 19.04% |
| Worst 1Y Total Return (Mar 31, 2025) | -- |
| Best 3Y Total Return | 19.04% |
| Worst 3Y Total Return | 0.27% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
FIKMX
Category
- YTD
- 3.29%
- 9.69%
- 1-Month
- 2.25%
- 0.91%
- 3-Month
- 1.16%
- 5.21%
- 1-Year
- 11.19%
- 27.06%
- 3-Year
- 3.11%
- 11.00%
- 5-Year
- 4.55%
- 10.26%
- 10-Year
- 5.48%
- 8.34%
- Last Bull Market
- 11.53%
- 15.58%
- Last Bear Market
- -8.60%
- -12.16%
Annual Total Return (%) History
Year
FIKMX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 1.30% | 1.35% | 7.68% | -2.28% |
| 2023 | 2.16% | 1.98% | -2.66% | 7.99% |
| 2022 | -3.35% | -8.60% | -4.91% | 1.82% |
| 2021 | 6.09% | 6.38% | 1.35% | 4.07% |
| 2020 | -25.56% | 16.94% | 4.26% | 9.10% |
| 2019 | 8.37% | 2.99% | 4.16% | 1.53% |
Rank in Category (By Total Return)
| YTD | 15 |
| 1-Month | 2 |
| 3-Month | 6 |
| 1-Year | 40 |
| 3-Year | 93 |
| 5-Year | 98 |
Load Adjusted Returns
| 1-Year | 11.19% |
| 3-Year | 3.11% |
| 5-Year | 4.55% |
| 10-Year | 5.48% |
Performance & Risk
| YTD Return | 2.70% |
| 5y Average Return | 10.47% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.74 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Fidelity Investments |
| Net Assets | 4.99B |
| YTD Return | 3.29% |
| Yield | 4.66% |
| Morningstar Rating | |
| Inception Date | Apr 14, 2010 |
Fund Summary
The fund normally invests primarily in preferred and common stocks of REITs; debt securities of real estate entities; and commercial and other mortgage-backed securities, with an emphasis on lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds). It invests at least 80% of assets in securities of companies principally engaged in the real estate industry and other real estate related investments. The fund invests in domestic and foreign issuers.
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