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Fidelity Municipal Bond Index Fund (FMBIX)
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Fund Info

ISIN
US31635T7651
CUSIP
31635T765
Issuer
Fidelity
Inception Date
Jul 11, 2019
Min. Investment
$0
Distribution Policy
Accumulating
Asset Class
Bond

Share Price Chart


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Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fidelity Municipal Bond Index Fund, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


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S&P 500 Index

Returns By Period


Fidelity Municipal Bond Index Fund

1D
1M
YTD
6M
1Y
3Y*
5Y*
10Y*

Benchmark (S&P 500 Index)

1D
2.91%
1M
-5.09%
YTD
-4.63%
6M
-2.39%
1Y
16.33%
3Y*
16.69%
5Y*
10.18%
10Y*
12.16%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Monthly Returns


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20250.29%1.08%-2.06%1.32%0.60%
2024-0.22%-0.02%-0.11%-1.25%-0.44%1.70%0.88%0.87%1.07%-1.48%1.68%-1.31%1.32%
20232.96%-2.51%2.36%-0.24%-0.89%0.85%0.26%-1.32%-3.00%-1.27%6.50%2.45%5.89%
2022-2.64%-0.61%-3.00%-3.18%1.51%-2.15%2.58%-2.52%-3.95%-0.79%4.68%-0.03%-10.00%
20210.34%-1.50%0.58%0.82%0.32%0.22%0.71%-0.28%-0.77%-0.14%0.70%0.16%1.14%
20201.63%1.16%-3.61%-2.62%3.16%0.78%1.43%-0.31%-0.07%-0.21%1.33%0.58%3.10%

Benchmark Metrics

Fidelity Municipal Bond Index Fund has an annualized alpha of 0.10%, beta of 0.04, and R² of 0.04 versus S&P 500 Index. Calculated based on daily prices since July 18, 2019.

  • This fund participated in 26.49% of S&P 500 Index downside but only 13.43% of its upside — more exposed to losses than it benefited from rallies.
  • Beta of 0.04 may look defensive, but with R² of 0.04 this fund is largely uncorrelated with S&P 500 Index — low beta reflects independence, not downside protection. See the Volatility section for a true picture of this fund's risk.
  • R² of 0.04 means this fund moves largely independently of S&P 500 Index — capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

Alpha
0.10%
Beta
0.04
0.04
Upside Capture
13.43%
Downside Capture
26.49%

Expense Ratio

FMBIX has an expense ratio of 0.07%, which is considered low.


Return for Risk

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Fidelity Municipal Bond Index Fund (FMBIX) and compare them to a chosen benchmark (S&P 500 Index).


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Dividends

Dividend History

Fidelity Municipal Bond Index Fund provided a 0.00% dividend yield over the last twelve months, with an annual payout of $0.00 per share. The fund has been increasing its distributions for 2 consecutive years.


1.00%1.50%2.00%2.50%$0.00$0.10$0.20$0.30$0.40$0.50201920202021202220232024
Dividends
Dividend Yield
PeriodTTM202420232022202120202019
Dividend$0.00$0.48$0.43$0.21$0.26$0.32$0.15

Dividend yield

0.00%2.60%2.29%1.17%1.28%1.59%0.77%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Municipal Bond Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.04$0.04$0.05$0.00$0.13
2024$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.04$0.48
2023$0.04$0.03$0.04$0.03$0.04$0.04$0.04$0.04$0.03$0.04$0.04$0.04$0.43
2022$0.02$0.02$0.02$0.03$0.03$0.00$0.00$0.03$0.00$0.03$0.00$0.04$0.21
2021$0.00$0.02$0.03$0.03$0.03$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.26
2020$0.03$0.03$0.03$0.03$0.03$0.02$0.03$0.03$0.03$0.03$0.03$0.03$0.32

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Municipal Bond Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fidelity Municipal Bond Index Fund was 14.72%, occurring on Oct 25, 2022. The portfolio has not yet recovered.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.72%Aug 6, 2021308Oct 25, 2022
-11.07%Mar 10, 20209Mar 20, 2020215Jan 27, 2021224
-1.95%Feb 16, 20218Feb 25, 202169Jun 4, 202177
-1.63%Sep 3, 201911Sep 17, 201976Jan 6, 202087
-0.49%Jun 15, 20218Jun 24, 20218Jul 7, 202116

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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