Fidelity Advisor Multi-Asset Income Fund Class C (FWBTX)
The fund normally invests primarily in income producing securities of all types. It allocates the fund's assets among equity and debt securities, including common and preferred stock, investment-grade debt securities, lower-quality debt securities (those of less than investment-grade quality, also referred to as high yield debt securities or junk bonds), floating rate securities, and convertible securities.
Fund Info
US31638R7585
Sep 9, 2015
Mid-Cap
Blend
Expense Ratio
FWBTX has a high expense ratio of 1.80%, indicating above-average management fees.
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 Advisor Multi-Asset Income Fund Class C (FWBTX) returned 0.72% year-to-date (YTD) and 4.71% over the past 12 months.
FWBTX
0.72%
2.85%
-3.54%
4.71%
5.30%
7.50%
N/A
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of FWBTX, 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 | 2.41% | -1.32% | -3.23% | 0.14% | 2.85% | 0.72% | |||||||
| 2024 | 0.60% | 0.88% | 2.75% | -2.49% | 3.73% | -0.07% | 1.57% | 0.43% | 2.15% | -1.23% | 4.96% | -4.24% | 9.02% |
| 2023 | 6.06% | -0.26% | 0.55% | -0.92% | -1.07% | 2.53% | 1.55% | -1.48% | -3.00% | -1.67% | 4.73% | 3.57% | 10.67% |
| 2022 | -2.72% | -0.45% | 1.35% | -6.97% | -1.88% | -5.94% | 4.52% | -0.96% | -4.99% | 1.95% | 4.24% | -2.27% | -13.92% |
| 2021 | 0.86% | 3.42% | 2.35% | 3.27% | 1.63% | 0.41% | 0.26% | 0.93% | -1.91% | 3.85% | -1.44% | 1.93% | 16.50% |
| 2020 | -1.21% | -3.51% | -6.82% | 6.76% | 3.37% | 0.41% | 5.16% | 3.57% | -2.38% | -1.65% | 8.33% | 3.57% | 15.46% |
| 2019 | 5.10% | 1.62% | 0.76% | 2.84% | -2.84% | 4.57% | 1.25% | 0.46% | 0.17% | 1.61% | 1.75% | 2.90% | 21.88% |
| 2018 | 1.42% | -3.39% | -1.28% | -0.02% | 1.71% | 0.10% | 0.81% | 1.59% | -0.31% | -2.05% | 0.98% | -3.43% | -3.99% |
| 2017 | 0.67% | 1.71% | -0.32% | 0.20% | -0.22% | -0.14% | 0.31% | 0.09% | 0.14% | 0.89% | 0.71% | 1.04% | 5.17% |
| 2016 | -2.99% | 0.19% | 4.07% | 1.97% | 1.09% | 0.75% | 2.84% | 1.21% | 0.68% | -0.88% | -0.73% | 1.33% | 9.76% |
| 2015 | -1.82% | 3.85% | -0.47% | -1.51% | -0.04% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of FWBTX is 28, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Fidelity Advisor Multi-Asset Income Fund Class C (FWBTX) 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 Advisor Multi-Asset Income Fund Class C provided a 2.81% dividend yield over the last twelve months, with an annual payout of $0.40 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.40 | $0.40 | $0.43 | $0.45 | $0.34 | $0.33 | $0.23 | $0.20 | $0.25 | $0.72 | $0.11 |
Dividend yield | 2.81% | 2.82% | 3.25% | 3.64% | 2.26% | 2.54% | 1.92% | 2.02% | 2.37% | 7.05% | 1.07% |
Monthly Dividends
The table displays the monthly dividend distributions for Fidelity Advisor Multi-Asset Income Fund Class C. 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 | $0.02 | $0.03 | $0.04 | $0.03 | $0.00 | $0.12 | |||||||
| 2024 | $0.03 | $0.04 | $0.03 | $0.02 | $0.04 | $0.03 | $0.02 | $0.04 | $0.03 | $0.02 | $0.04 | $0.05 | $0.40 |
| 2023 | $0.03 | $0.05 | $0.03 | $0.03 | $0.04 | $0.03 | $0.03 | $0.04 | $0.03 | $0.04 | $0.04 | $0.03 | $0.43 |
| 2022 | $0.01 | $0.13 | $0.02 | $0.02 | $0.03 | $0.03 | $0.03 | $0.04 | $0.03 | $0.05 | $0.04 | $0.03 | $0.45 |
| 2021 | $0.01 | $0.06 | $0.03 | $0.02 | $0.03 | $0.03 | $0.02 | $0.04 | $0.03 | $0.01 | $0.04 | $0.02 | $0.34 |
| 2020 | $0.01 | $0.05 | $0.02 | $0.02 | $0.04 | $0.04 | $0.02 | $0.06 | $0.02 | $0.01 | $0.04 | $0.02 | $0.33 |
| 2019 | $0.01 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.02 | $0.03 | $0.02 | $0.23 |
| 2018 | $0.01 | $0.02 | $0.01 | $0.01 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.01 | $0.06 | $0.20 |
| 2017 | $0.02 | $0.09 | $0.02 | $0.01 | $0.02 | $0.02 | $0.01 | $0.02 | $0.01 | $0.01 | $0.01 | $0.01 | $0.25 |
| 2016 | $0.02 | $0.04 | $0.04 | $0.03 | $0.04 | $0.07 | $0.02 | $0.03 | $0.02 | $0.02 | $0.02 | $0.38 | $0.72 |
| 2015 | $0.01 | $0.02 | $0.03 | $0.05 | $0.11 |
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 Advisor Multi-Asset Income Fund Class C. 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 Advisor Multi-Asset Income Fund Class C was 21.74%, occurring on Mar 23, 2020. Recovery took 53 trading sessions.
The current Fidelity Advisor Multi-Asset Income Fund Class C drawdown is 4.12%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -21.74% | Feb 21, 2020 | 22 | Mar 23, 2020 | 53 | Jun 8, 2020 | 75 |
| -18.15% | Nov 10, 2021 | 223 | Sep 27, 2022 | 429 | Jun 5, 2024 | 652 |
| -13.5% | Dec 9, 2024 | 82 | Apr 8, 2025 | — | — | — |
| -9.85% | Nov 4, 2015 | 68 | Feb 11, 2016 | 54 | Apr 29, 2016 | 122 |
| -9.54% | Jan 29, 2018 | 231 | Dec 24, 2018 | 55 | Mar 15, 2019 | 286 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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