Nasdaq - Delayed Quote USD

Fidelity Advisor Floating Rate Hi Inc C (FFRCX)

9.31 0.00 (0.00%)
As of 8:06 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.40%
5y Average Return 3.81%
Number of Years Up 18
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 27.51%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 27.51%
Worst 3Y Total Return -0.01%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FFRCX
Category
YTD
2.13%
2.87%
1-Month
0.80%
0.37%
3-Month
2.13%
1.35%
1-Year
10.64%
10.15%
3-Year
4.79%
3.23%
5-Year
4.05%
3.90%
10-Year
3.09%
3.49%
Last Bull Market
7.26%
7.61%
Last Bear Market
-5.00%
-3.97%

Annual Total Return (%) History

Year
FFRCX
Category
2024
--
--
2023
11.36%
--
2022
-1.34%
--
2021
4.44%
--
2020
0.60%
1.16%
2019
7.47%
7.45%
2018
-0.98%
-0.26%
2017
2.84%
3.48%

2016
8.80%
9.25%
2015
-2.18%
-1.25%
2014
-0.62%
0.57%
2013
2.85%
5.68%
2012
5.70%
9.43%
2011
0.68%
1.63%
2010
6.70%
9.44%
2009
27.51%
41.81%
2008
-17.34%
-29.72%
2007
1.70%
1.09%
2006
5.38%
6.57%
2005
3.43%
4.58%
2004
3.45%
5.12%
2003
5.63%
10.43%
2002
1.02%
0.84%
2001
3.70%
1.64%
2000
--
5.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 2.13% -- -- --
2023 2.79% 2.85% 2.76% 2.50%
2022 -0.25% -5.00% 1.45% 2.61%
2021 1.83% 1.15% 0.96% 0.43%
2020 -13.32% 8.09% 3.49% 3.75%
2019 3.88% 1.25% 0.89% 1.28%
2018 0.93% 0.29% 1.51% -3.63%
2017 0.76% 0.56% 0.64% 0.85%
2016 1.22% 2.68% 3.00% 1.63%
2015 1.73% 0.26% -1.89% -2.25%

2014 0.66% 0.79% -0.99% -1.07%
2013 1.24% -0.44% 0.82% 1.20%
2012 2.41% 0.23% 2.12% 0.84%
2011 1.20% -0.21% -3.08% 2.86%
2010 2.79% -2.00% 3.35% 2.49%
2009 8.48% 9.40% 5.17% 2.16%
2008 -3.10% 3.43% -5.09% -13.11%
2007 1.60% 0.93% -0.49% -0.33%
2006 1.45% 0.48% 1.61% 1.74%
2005 0.75% 0.53% 1.14% 0.98%
2004 0.74% 0.70% 0.77% 1.20%
2003 1.44% 2.17% 0.88% 1.03%
2002 0.57% -0.75% -0.47% 1.69%
2001 1.45% 1.18% -0.49% 1.52%
2000 1.43% -- -- --

Rank in Category (By Total Return)

YTD 69
1-Month 63
3-Month 69
1-Year 75
3-Year 49
5-Year 60

Load Adjusted Returns

1-Year 9.64%
3-Year 4.79%
5-Year 4.05%
10-Year 3.09%

Performance & Risk

YTD Return 2.40%
5y Average Return 3.81%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.21
Morningstar Risk Rating

Fund Overview

Category Bank Loan
Fund Family Fidelity Investments
Net Assets 13.8B
YTD Return 2.13%
Yield 7.39%
Morningstar Rating
Inception Date Sep 19, 2002

Fund Summary

The fund invests atleast 80% of assets in floating rate loans, which are often lower-quality debt securities and other floating rate securities. It invests in companies in troubled or uncertain financial condition. The fund invests in money market and investment-grade debt securities and repurchase agreements. It invests in domestic and foreign issuers. The adviser uses fundamental analysis of each issuer's financial condition and industry position and market and economic conditions to select investments.

Related Tickers