Fidelity Limited Term Bond Fund (FJRLX)
The fund normally invests at least 80% of assets in investment-grade debt securities (those of medium and high quality) of all types and repurchase agreements for those securities. The manager manages the fund to have similar overall interest rate risk to the Fidelity Limited Term Composite Index?. The manager maintains a dollar-weighted average maturity between two and five years. It allocates assets across different market sectors and maturities. It invests in domestic and foreign issuers.
Fund Info
US3159167184
315916718
Feb 2, 1984
$0
Expense Ratio
FJRLX has an expense ratio of 0.45%, placing it in the medium range.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
Fidelity Limited Term Bond Fund (FJRLX) returned 2.21% year-to-date (YTD) and 6.46% over the past 12 months. Over the past 10 years, FJRLX returned 2.09% annually, underperforming the S&P 500 benchmark at 10.45%.
FJRLX
2.21%
1.02%
2.59%
6.46%
1.81%
2.09%
^GSPC (Benchmark)
-3.77%
3.72%
-5.60%
8.55%
14.11%
10.45%
Monthly Returns
The table below presents the monthly returns of FJRLX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.66% | 0.98% | 0.24% | 0.75% | -0.43% | 2.21% | |||||||
| 2024 | 0.72% | -0.49% | 0.36% | -0.36% | 1.01% | 0.45% | 1.74% | 0.79% | 1.29% | -0.91% | 0.35% | 0.11% | 5.14% |
| 2023 | 1.83% | -1.03% | 1.20% | 0.46% | -0.14% | -0.26% | 0.67% | 0.31% | -0.55% | 0.15% | 1.87% | 1.57% | 6.21% |
| 2022 | -1.01% | -0.77% | -1.90% | -1.34% | 0.51% | -1.06% | 1.00% | -0.93% | -1.97% | -0.41% | 1.67% | 0.06% | -6.04% |
| 2021 | -0.13% | -0.48% | -0.47% | 0.36% | 0.28% | -0.07% | 0.44% | -0.07% | -0.33% | -0.67% | -0.25% | -0.07% | -1.44% |
| 2020 | 0.98% | 0.87% | -3.02% | 2.27% | 1.21% | 1.02% | 0.83% | 0.14% | -0.12% | -0.28% | 0.45% | 0.29% | 4.65% |
| 2019 | 0.92% | 0.36% | 1.00% | 0.38% | 0.65% | 0.90% | 0.04% | 1.07% | -0.05% | 0.46% | -0.06% | 0.21% | 6.04% |
| 2018 | -0.44% | -0.37% | -0.18% | 0.09% | 0.36% | -0.27% | 0.47% | 0.46% | -0.07% | -0.15% | 0.02% | 0.77% | 0.70% |
| 2017 | 0.23% | 0.38% | 0.06% | 0.41% | 0.41% | -0.03% | 0.42% | 0.24% | -0.11% | 0.07% | -0.28% | 0.08% | 1.90% |
| 2016 | 0.42% | 0.23% | 1.02% | 0.48% | -0.03% | 0.92% | 0.30% | -0.13% | 0.12% | -0.04% | -0.92% | 0.13% | 2.51% |
| 2015 | 0.96% | -0.22% | 0.40% | 0.13% | -0.03% | -0.29% | 0.15% | -0.20% | 0.31% | 0.15% | -0.12% | -0.51% | 0.71% |
| 2014 | 0.70% | 0.43% | -0.22% | 0.44% | 0.60% | 0.04% | -0.28% | 0.40% | -0.38% | 0.40% | 0.30% | -0.38% | 2.06% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 96, FJRLX is among the top 4% of mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Limited Term Bond Fund (FJRLX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
Fidelity Limited Term Bond Fund provided a 3.58% dividend yield over the last twelve months, with an annual payout of $0.41 per share. The fund has been increasing its distributions for 3 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.41 | $0.38 | $0.27 | $0.18 | $0.15 | $0.23 | $0.29 | $0.26 | $0.21 | $0.18 | $0.21 | $0.23 |
Dividend yield | 3.58% | 3.36% | 2.38% | 1.63% | 1.28% | 1.89% | 2.44% | 2.28% | 1.80% | 1.61% | 1.87% | 1.96% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Limited Term Bond Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.04 | $0.03 | $0.04 | $0.04 | $0.00 | $0.14 | |||||||
| 2024 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.04 | $0.38 |
| 2023 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.27 |
| 2022 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.02 | $0.02 | $0.02 | $0.03 | $0.18 |
| 2021 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.15 |
| 2020 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.02 | $0.23 |
| 2019 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.29 |
| 2018 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.26 |
| 2017 | $0.02 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.21 |
| 2016 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.01 | $0.02 | $0.01 | $0.02 | $0.18 |
| 2015 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.21 |
| 2014 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.23 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Fidelity Limited Term Bond Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Fidelity Limited Term Bond Fund was 9.55%, occurring on Oct 20, 2022. Recovery took 412 trading sessions.
The current Fidelity Limited Term Bond Fund drawdown is 0.43%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -9.55% | Aug 4, 2021 | 309 | Oct 20, 2022 | 412 | Jun 5, 2024 | 721 |
| -6.55% | Mar 9, 2020 | 11 | Mar 23, 2020 | 49 | Jun 2, 2020 | 60 |
| -1.56% | Sep 6, 2017 | 135 | Mar 20, 2018 | 199 | Dec 31, 2018 | 334 |
| -1.45% | Sep 8, 2016 | 70 | Dec 15, 2016 | 80 | Apr 12, 2017 | 150 |
| -1.3% | Apr 4, 2025 | 6 | Apr 11, 2025 | 10 | Apr 28, 2025 | 16 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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