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Nasdaq - Delayed Quote USD

Fidelity Advisor Strategic Real Ret Z (FIQDX)

8.12
-0.06
(-0.73%)
At close: 8:03:52 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -0.73%
5y Average Return 8.77%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 4, 2025) 15.93%
Worst 1Y Total Return (Apr 4, 2025) --
Best 3Y Total Return 15.93%
Worst 3Y Total Return 2.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FIQDX
Category
YTD
3.21%
5.91%
1-Month
0.58%
0.61%
3-Month
3.21%
4.02%
1-Year
7.27%
18.59%
3-Year
1.94%
8.56%
5-Year
9.32%
7.44%
10-Year
4.05%
6.20%
Last Bull Market
6.56%
11.89%
Last Bear Market
-8.35%
-8.23%

Annual Total Return (%) History

Year
FIQDX
Category
2025
--
--
2024
6.06%
--
2023
4.55%
--
2022
-3.15%
--
2021
15.93%
--
2020
3.79%
8.86%
2019
10.63%
14.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.21% -- -- --
2024 2.05% 1.42% 3.94% -1.41%
2023 0.60% 0.14% 0.45% 3.32%
2022 4.62% -8.35% -2.95% 4.08%
2021 3.54% 6.17% 2.01% 3.39%
2020 -14.58% 9.01% 4.48% 6.67%
2019 6.27% 0.94% 1.31% 1.79%

Rank in Category (By Total Return)

YTD 5
1-Month 1
3-Month 5
1-Year 8
3-Year 89
5-Year 5

Load Adjusted Returns

1-Year 7.27%
3-Year 1.94%
5-Year 9.32%
10-Year 4.05%

Performance & Risk

YTD Return -0.73%
5y Average Return 8.77%
Rank in Category (ytd) 5
% 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 3.21%
Yield 4.73%
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.

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