Performance Comparison
Portfolio Performance Comparison
The return data shown below all have the same latest date: 04/25/2025.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FUMBX (FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 1.77% | 5.63% | 2.36% | 0.29% | NA | NA | NA | 1.48% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FUMBX (FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) | 10/05/2017 | 04/25/2025 |
The return data shown below all have the same latest date: 04/25/2025.
AR inception is since 10/05/2017.
AR inception is since 10/05/2017.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.10 | 5.63 | 2.36 | 0.29 | NA | NA | NA | 1.48 | 1.77 | 2.55 | 4.48 | -5.66 | -1.69 | 4.11 | 4.18 | 1.34 | -0.33 |
| Sharpe Ratio | NA | -0.29 | -0.61 | -0.85 | NA | NA | NA | -0.31 | 1.08 | -1.55 | 0.06 | -2.02 | -1.25 | 2.05 | 1.41 | 0.02 | -1.81 |
| Standard Deviation(%) | NA | 2.52 | 3.29 | 2.76 | NA | NA | NA | 2.52 | 2.62 | 2.61 | 3.79 | 3.50 | 1.37 | 1.89 | 1.97 | 1.54 | 1.22 |
| Draw Down(%) | NA | 1.58 | 3.97 | 9.13 | NA | NA | NA | 9.13 | 0.97 | 1.64 | 2.44 | 7.30 | 1.85 | 0.65 | 1.04 | 1.06 | 0.64 |
| Yield(%) | 0.00 | 1.98 | 1.57 | 1.25 | 1.07 | 0.72 | 0.54 | 1.53 | 0.00 | 2.24 | 1.69 | 0.98 | 0.81 | 1.35 | 1.92 | 1.51 | 0.35 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUMBX (FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
-2.16%
Jun 2020 - Jun 2023 |
0.20%
Mar 2020 - Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FUMBX (FIDELITY SHORT-TERM TREASURY BOND INDEX FUND INSTITUTIONAL PREMIUM CLASS) |
3.35%
Jan 2018 - Jan 2021 |
1.02%
Apr 2018 - Apr 2023 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart