FIKRX vs. FJRLX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity Limited Term Bond Fund (FJRLX).
FIKRX is managed by Fidelity. It was launched on Oct 2, 2018. FJRLX is managed by Fidelity. It was launched on Feb 2, 1984.
Performance
FIKRX vs. FJRLX - Performance Comparison
Loading graphics...
FIKRX vs. FJRLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FIKRX Fidelity Advisor Limited Term Bond Fund Class Z | -0.31% | 6.75% | 4.97% | 6.09% | -6.17% | -1.39% | 5.26% | 6.14% | 1.01% |
FJRLX Fidelity Limited Term Bond Fund | -0.23% | 6.70% | 4.92% | 6.26% | -6.22% | -1.46% | 5.16% | 6.04% | 0.99% |
Returns By Period
In the year-to-date period, FIKRX achieves a -0.31% return, which is significantly lower than FJRLX's -0.23% return.
FIKRX
- 1D
- 0.09%
- 1M
- -1.03%
- YTD
- -0.31%
- 6M
- 0.79%
- 1Y
- 4.25%
- 3Y*
- 5.18%
- 5Y*
- 2.11%
- 10Y*
- —
FJRLX
- 1D
- 0.17%
- 1M
- -0.94%
- YTD
- -0.23%
- 6M
- 0.86%
- 1Y
- 4.29%
- 3Y*
- 5.24%
- 5Y*
- 2.11%
- 10Y*
- 2.38%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FIKRX vs. FJRLX - Expense Ratio Comparison
FIKRX has a 0.36% expense ratio, which is lower than FJRLX's 0.45% expense ratio.
Return for Risk
FIKRX vs. FJRLX — Risk / Return Rank
FIKRX
FJRLX
FIKRX vs. FJRLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity Limited Term Bond Fund (FJRLX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| FIKRX | FJRLX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.96 | 2.00 | -0.03 |
Sortino ratioReturn per unit of downside risk | 3.16 | 3.23 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.41 | 1.43 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.93 | 2.96 | -0.02 |
Martin ratioReturn relative to average drawdown | 11.55 | 11.73 | -0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FIKRX | FJRLX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.96 | 2.00 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.78 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.00 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.09 | 1.01 | +0.08 |
Correlation
The correlation between FIKRX and FJRLX is 0.99, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FIKRX vs. FJRLX - Dividend Comparison
FIKRX's dividend yield for the trailing twelve months is around 3.74%, more than FJRLX's 3.69% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIKRX Fidelity Advisor Limited Term Bond Fund Class Z | 3.74% | 3.98% | 3.41% | 2.22% | 1.31% | 1.33% | 2.48% | 2.53% | 0.64% | 0.00% | 0.00% | 0.00% |
FJRLX Fidelity Limited Term Bond Fund | 3.69% | 3.93% | 3.36% | 2.38% | 1.26% | 1.25% | 2.38% | 2.44% | 2.29% | 1.79% | 1.88% | 1.60% |
Drawdowns
FIKRX vs. FJRLX - Drawdown Comparison
The maximum FIKRX drawdown since its inception was -9.79%, roughly equal to the maximum FJRLX drawdown of -9.89%. Use the drawdown chart below to compare losses from any high point for FIKRX and FJRLX.
Loading graphics...
Drawdown Indicators
| FIKRX | FJRLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.79% | -9.89% | +0.10% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -1.63% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -9.64% | -9.71% | +0.07% |
Max Drawdown (10Y)Largest decline over 10 years | — | -9.89% | — |
Current DrawdownCurrent decline from peak | -1.28% | -1.20% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -1.93% | -1.35% | -0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 0.41% | 0.00% |
Volatility
FIKRX vs. FJRLX - Volatility Comparison
Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) and Fidelity Limited Term Bond Fund (FJRLX) have volatilities of 0.77% and 0.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FIKRX | FJRLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.77% | 0.81% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 1.43% | -0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.28% | 2.27% | +0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.74% | 2.73% | +0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.66% | 2.39% | +0.27% |