Find A Portfolio/Ticker
Comparison Box
FBIDX: FIDELITY U.S. BOND INDEX FUND INVESTOR CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/29/1990 |
| Last Dividend Date: | 10/31/2018 |
| 12-Mo. Yield | 2.54% |
| Expenses | 0.13% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/29/1990 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.9 | 0.5 | 1.7 | 3.4 | 4.1 | 5.5 | -2.8 | 3.1 | 2.5 | 0.4 | 5.9 | -2.3 | 4.1 | 7.7 | 6.0 | 6.4 | 3.4 | 5.6 | 4.3 | 1.9 | 4.2 | 5.0 | 8.9 | 8.1 | 11.4 | -0.9 | 8.8 | 9.6 | 3.4 | 18.0 | -2.6 | 9.2 | 6.3 | 15.5 | 10.0 |
| Sharpe Ratio | NA | -1.16 | 0.09 | 0.41 | 0.87 | NA | NA | 0.89 | -1.51 | 0.79 | 0.67 | 0.09 | 2.02 | -0.67 | 1.54 | 1.8 | 1.51 | 1.36 | 0.39 | 0.66 | 0.32 | -0.1 | 0.78 | 0.95 | 2.01 | 1.18 | 1.77 | -0.92 | 1.31 | 1.51 | -0.02 | 3.17 | -1.07 | 2.03 | 0.93 | 3.01 | 1.72 |
| Draw Down(%) | NA | 3.2 | 4.6 | 4.6 | 5.0 | NA | NA | 6.8 | 3.2 | 1.5 | 4.6 | 3.0 | 1.3 | 5.0 | 1.4 | 1.6 | 3.5 | 2.0 | 5.3 | 2.4 | 2.0 | 2.6 | 4.5 | 4.8 | 2.4 | 3.8 | 3.0 | 3.9 | 2.6 | 2.4 | 4.3 | 2.0 | 6.4 | 2.3 | 3.0 | 1.3 | 3.1 |
| Standard Deviation(%) | NA | 3.0 | 3.2 | 3.3 | 3.6 | NA | NA | 4.1 | 3.0 | 3.1 | 3.3 | 4.0 | 2.9 | 3.5 | 2.6 | 4.2 | 3.9 | 4.7 | 6.2 | 3.9 | 3.3 | 3.1 | 4.1 | 4.5 | 3.9 | 4.9 | 4.2 | 4.5 | 4.2 | 4.0 | 5.2 | 4.5 | 5.2 | 3.5 | 4.2 | 3.9 | 4.8 |
| Treynor Ratio | NA | -0.03 | 0.0 | 0.01 | 0.04 | NA | NA | 0.05 | -0.04 | 0.02 | 0.03 | 0.0 | 0.07 | -0.03 | 0.05 | 0.09 | 0.08 | 0.1 | 0.04 | 0.03 | 0.01 | 0.0 | 0.04 | 0.05 | 0.11 | 0.08 | 0.09 | -0.05 | 0.08 | 0.07 | 0.0 | 0.17 | -0.06 | 0.07 | 0.0 | 0.0 | 0.0 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | -0.01 | -0.02 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.03 | NA | NA | NA |
| Beta | NA | 1.04 | 0.92 | 0.91 | 0.77 | NA | NA | 0.79 | 1.02 | 1.02 | 0.81 | 0.91 | 0.89 | 0.9 | 0.77 | 0.82 | 0.73 | 0.63 | 0.66 | 0.81 | 0.88 | 0.78 | 0.84 | 0.84 | 0.69 | 0.77 | 0.82 | 0.83 | 0.72 | 0.87 | 0.83 | 0.82 | 0.91 | 1.0 | NA | NA | NA |
| RSquared | NA | 0.82 | 0.82 | 0.86 | 0.84 | NA | NA | 0.76 | 0.82 | 0.85 | 0.79 | 0.94 | 0.86 | 0.92 | 0.82 | 0.9 | 0.92 | 0.88 | 0.68 | 0.91 | 0.92 | 0.9 | 0.93 | 0.92 | 0.89 | 0.92 | 0.9 | 0.92 | 0.86 | 0.91 | 0.95 | 0.93 | 0.92 | 0.1 | 0.0 | 0.0 | 0.0 |
| Yield(%) | N/A | 2.5 | 2.4 | 2.5 | 3.1 | 3.5 | 4.1 | N/A | 2.1 | 2.3 | 2.4 | 2.5 | 2.5 | 2.1 | 3.1 | 3.6 | 3.5 | 3.8 | 4.2 | 5.1 | 4.6 | 4.0 | 4.6 | 5.4 | 4.7 | 5.9 | 7.1 | 6.6 | 6.4 | 7.0 | 6.7 | 7.6 | 6.8 | 6.8 | 7.5 | 8.4 | 7.0 |
| Dividend Growth(%) | N/A | 12.3 | 0.9 | -22.9 | -43.2 | N/A | N/A | N/A | -5.6 | -5.8 | -6.4 | 3.9 | 12.2 | -30.2 | -10.1 | 3.3 | -5.1 | -9.6 | -18.2 | 12.2 | 11.9 | -12.2 | -15.4 | 19.1 | -19.8 | -12.6 | -1.8 | 4.9 | -5.8 | 0.4 | -3.2 | 2.2 | 0.7 | -10.1 | -4.6 | 22.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/29/1990
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) (99%)
- BND (Vanguard Total Bond Market ETF) (99%)
- GBF (iShares Government/Credit Bond ETF) (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) (99%)
- MBB (iShares MBS ETF) (98%)
- VCIT (Vanguard Intermediate-Term Corporate Bond ETF) (36%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) (36%)
- SCHZ (Schwab US Aggregate Bond ETF) (31%)
- CMBS (iShares CMBS ETF) (31%)
Best Closed End Funds
* Day change on 11/12/2018.Latest Articles Related to FBIDX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
