FJRLX vs. FIKRX
Compare and contrast key facts about Fidelity Limited Term Bond Fund (FJRLX) and Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX).
FJRLX is managed by Fidelity. It was launched on Feb 2, 1984. FIKRX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
FJRLX vs. FIKRX - Performance Comparison
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FJRLX vs. FIKRX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJRLX Fidelity Limited Term Bond Fund | -0.23% | 6.70% | 4.92% | 6.26% | -6.22% | -1.46% | 5.16% | 6.04% | 0.99% |
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% |
Returns By Period
In the year-to-date period, FJRLX achieves a -0.23% return, which is significantly higher than FIKRX's -0.31% return.
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%
FIKRX
- 1D
- 0.09%
- 1M
- -1.03%
- YTD
- -0.31%
- 6M
- 0.79%
- 1Y
- 4.25%
- 3Y*
- 5.18%
- 5Y*
- 2.11%
- 10Y*
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FJRLX vs. FIKRX - Expense Ratio Comparison
FJRLX has a 0.45% expense ratio, which is higher than FIKRX's 0.36% expense ratio.
Return for Risk
FJRLX vs. FIKRX — Risk / Return Rank
FJRLX
FIKRX
FJRLX vs. FIKRX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond Fund (FJRLX) and Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX). 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.
| FJRLX | FIKRX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.00 | 1.96 | +0.03 |
Sortino ratioReturn per unit of downside risk | 3.23 | 3.16 | +0.06 |
Omega ratioGain probability vs. loss probability | 1.43 | 1.41 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 2.93 | +0.02 |
Martin ratioReturn relative to average drawdown | 11.73 | 11.55 | +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. | |||
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Sharpe Ratios by Period
| FJRLX | FIKRX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.00 | 1.96 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.77 | +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 | 1.01 | 1.09 | -0.08 |
Correlation
The correlation between FJRLX and FIKRX 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
FJRLX vs. FIKRX - Dividend Comparison
FJRLX's dividend yield for the trailing twelve months is around 3.69%, less than FIKRX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
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% |
Drawdowns
FJRLX vs. FIKRX - Drawdown Comparison
The maximum FJRLX drawdown since its inception was -9.89%, roughly equal to the maximum FIKRX drawdown of -9.79%. Use the drawdown chart below to compare losses from any high point for FJRLX and FIKRX.
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Drawdown Indicators
| FJRLX | FIKRX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.89% | -9.79% | -0.10% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -1.63% | 0.00% |
Max Drawdown (5Y)Largest decline over 5 years | -9.71% | -9.64% | -0.07% |
Max Drawdown (10Y)Largest decline over 10 years | -9.89% | — | — |
Current DrawdownCurrent decline from peak | -1.20% | -1.28% | +0.08% |
Average DrawdownAverage peak-to-trough decline | -1.35% | -1.93% | +0.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 0.41% | 0.00% |
Volatility
FJRLX vs. FIKRX - Volatility Comparison
Fidelity Limited Term Bond Fund (FJRLX) has a higher volatility of 0.81% compared to Fidelity Advisor Limited Term Bond Fund Class Z (FIKRX) at 0.77%. This indicates that FJRLX's price experiences larger fluctuations and is considered to be riskier than FIKRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FJRLX | FIKRX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 0.77% | +0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 1.43% | 1.42% | +0.01% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.27% | 2.28% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.73% | 2.74% | -0.01% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.39% | 2.66% | -0.27% |