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FSITX: FIDELITY U.S. BOND INDEX FUND PREMIUM CLASS (MUTUAL FUND)
Basic Info
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 05/25/2011 |
| Last Dividend Date: | 11/02/2018 |
| 12-Mo. Yield | 2.65% |
| Expenses | 0.11% |
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Performance Analytics (As of 08/28/2020)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 05/25/2011 |
2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 0.0 | -0.9 | 0.6 | 1.8 | -2.7 | 3.3 | 2.3 | 0.6 | 5.9 | -2.2 | 4.2 | 2.5 |
| Sharpe Ratio | NA | -1.14 | 0.11 | 0.44 | 0.46 | -1.51 | 0.87 | 0.64 | 0.14 | 2.05 | -0.64 | 1.57 | 0.94 |
| Draw Down(%) | NA | 3.2 | 4.7 | 4.7 | 5.0 | 3.1 | 1.5 | 4.7 | 3.1 | 1.3 | 5.0 | 1.4 | 2.3 |
| Standard Deviation(%) | NA | 2.9 | 3.1 | 3.2 | 3.3 | 2.9 | 3.0 | 3.3 | 4.0 | 2.9 | 3.5 | 2.7 | 4.5 |
| Treynor Ratio | NA | -0.03 | 0.0 | 0.02 | 0.02 | -0.04 | 0.03 | 0.03 | 0.01 | 0.07 | -0.03 | 0.05 | 0.06 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 |
| Beta | NA | 1.01 | 0.9 | 0.9 | 0.86 | 1.0 | 1.01 | 0.79 | 0.91 | 0.88 | 0.91 | 0.77 | 0.74 |
| RSquared | NA | 0.82 | 0.81 | 0.85 | 0.85 | 0.83 | 0.85 | 0.77 | 0.94 | 0.85 | 0.92 | 0.81 | 0.83 |
| Yield(%) | N/A | 2.7 | 2.5 | 2.5 | N/A | 2.2 | 2.4 | 2.3 | 2.7 | 2.6 | 2.2 | 3.2 | 0.0 |
| Dividend Growth(%) | N/A | 12.5 | -2.4 | N/A | N/A | -5.5 | 1.5 | -14.1 | 4.3 | 12.4 | -29.4 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/25/2011
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