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Fidelity Limited Term Bond (FJRLX)

11.36
0.00
(0.00%)
At close: 5:05 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 4.29%
5y Average Return 1.69%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Nov 6, 2024) 6.27%
Worst 1Y Total Return (Nov 6, 2024) --
Best 3Y Total Return 6.27%
Worst 3Y Total Return -0.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FJRLX
Category
YTD
4.42%
0.44%
1-Month
-0.92%
0.02%
3-Month
1.15%
0.56%
1-Year
8.29%
2.65%
3-Year
1.36%
3.38%
5-Year
1.67%
2.40%
10-Year
1.99%
2.01%
Last Bull Market
4.38%
2.63%
Last Bear Market
-1.88%
-0.33%

Annual Total Return (%) History

Year
FJRLX
Category
2024
--
--
2023
6.27%
--
2022
-5.86%
--
2021
-1.24%
--
2020
5.16%
3.81%
2019
6.03%
4.72%
2018
0.70%
0.92%
2017
1.89%
1.73%

2016
2.51%
2.08%
2015
0.71%
0.19%
2014
2.05%
1.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.64% 1.11% 3.55% --
2023 1.82% 0.05% 0.64% 3.65%
2022 -3.65% -1.88% -1.91% 1.50%
2021 -1.07% 0.58% 0.04% -0.78%
2020 -1.23% 4.56% 0.85% 0.95%
2019 2.31% 1.94% 1.04% 0.61%
2018 -0.80% 0.19% 0.69% 0.63%
2017 0.67% 0.79% 0.55% -0.13%
2016 1.68% 1.37% 0.30% -0.83%
2015 1.14% -0.19% 0.26% -0.49%

2014 0.90% 1.07% -0.25% 0.32%

Rank in Category (By Total Return)

YTD 48
1-Month 78
3-Month 59
1-Year 34
3-Year 60
5-Year 59

Load Adjusted Returns

1-Year 8.29%
3-Year 1.36%
5-Year 1.67%
10-Year 1.99%

Performance & Risk

YTD Return 4.29%
5y Average Return 1.69%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.43
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Fidelity Investments
Net Assets 2.08B
YTD Return 4.42%
Yield 3.17%
Morningstar Rating
Inception Date Sep 10, 1992

Fund Summary

The fund normally invests at least 80% of assets in debt securities of all types and repurchase agreements for those securities. Allocating the fund's assets across investment-grade, high yield, and emerging markets debt securities. Using the Fidelity Limited Term Composite Index? as a guide in allocating assets across the investment-grade and high yield asset classes.

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