Nasdaq - Delayed Quote USD

Fidelity Advisor Strategic Real Ret I (FSIRX)

8.68
+0.03
+(0.35%)
At close: June 13 at 8:04:12 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 3.22%
5y Average Return 7.13%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Jun 6, 2025) 15.86%
Worst 1Y Total Return (Jun 6, 2025) --
Best 3Y Total Return 15.86%
Worst 3Y Total Return -2.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FSIRX
Category
YTD
2.50%
5.91%
1-Month
1.07%
0.61%
3-Month
-0.12%
4.02%
1-Year
4.73%
18.59%
3-Year
2.19%
8.56%
5-Year
7.59%
7.44%
10-Year
3.90%
6.20%
Last Bull Market
6.41%
11.89%
Last Bear Market
-8.27%
-8.23%

Annual Total Return (%) History

Year
FSIRX
Category
2025
--
--
2024
5.84%
--
2023
4.58%
--
2022
-3.33%
--
2021
15.86%
--
2020
3.72%
8.86%
2019
10.55%
14.81%
2018
-4.00%
-5.04%

2017
4.10%
9.86%
2016
9.00%
6.62%
2015
-7.34%
-2.32%
2014
0.98%
4.02%
2013
-2.12%
7.23%
2012
8.11%
9.40%
2011
1.67%
1.70%
2010
13.95%
10.03%
2009
28.30%
20.77%
2008
-23.38%
-18.61%
2007
3.75%
4.53%
2006
4.90%
8.16%
2005
--
2.97%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 3.22% -- -- --
2024 1.93% 1.52% 3.81% -1.46%
2023 0.60% 0.11% 0.54% 3.28%
2022 4.51% -8.27% -3.08% 4.03%
2021 3.42% 6.28% 1.89% 3.46%
2020 -14.58% 8.97% 4.47% 6.66%
2019 6.27% 0.93% 1.28% 1.77%
2018 -0.79% 2.06% -0.02% -5.17%
2017 0.57% -0.21% 1.51% 2.18%
2016 2.43% 5.36% 0.33% 0.67%

2015 0.11% -0.44% -4.23% -2.92%
2014 4.04% 2.48% -4.05% -1.30%
2013 1.87% -4.57% 0.84% -0.16%
2012 3.16% 0.81% 4.51% -0.53%
2011 3.66% -0.48% -5.21% 3.98%
2010 1.88% -1.16% 6.55% 6.19%
2009 -1.31% 13.02% 9.39% 5.16%
2008 2.30% 4.39% -10.23% -20.08%
2007 2.56% -0.64% 1.51% 0.30%
2006 -0.20% 2.23% 0.46% 2.35%
2005 -0.29% -- -- --

Rank in Category (By Total Return)

YTD 61
1-Month 91
3-Month 57
1-Year 89
3-Year 97
5-Year 16

Load Adjusted Returns

1-Year 4.73%
3-Year 2.19%
5-Year 7.59%
10-Year 3.90%

Performance & Risk

YTD Return 3.22%
5y Average Return 7.13%
Rank in Category (ytd) 61
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.63
Morningstar Risk Rating

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Fidelity Investments
Net Assets 488.05M
YTD Return 2.50%
Yield 4.72%
Morningstar Rating
Inception Date Oct 08, 2019

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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