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Fidelity Series 5+ Year Inflation-Protected Bond I...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

Inception Date

Jan 17, 2022

Min. Investment

$0

Asset Class

Bond

Expense Ratio

FSTDX has an expense ratio of 0.00%, meaning no management fees are charged.


Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
FSTDX vs. FIPDX
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Performance

Performance Chart


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S&P 500

Returns By Period

Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (FSTDX) returned 3.52% year-to-date (YTD) and 5.05% over the past 12 months.


FSTDX

YTD

3.52%

1M

-0.78%

6M

0.49%

1Y

5.05%

3Y*

-1.18%

5Y*

N/A

10Y*

N/A

^GSPC (Benchmark)

YTD

0.51%

1M

6.15%

6M

-2.00%

1Y

12.92%

3Y*

12.68%

5Y*

14.19%

10Y*

10.85%

*Annualized

Monthly Returns

The table below presents the monthly returns of FSTDX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20251.49%3.21%0.39%-0.78%-0.78%3.52%
20240.34%-1.82%0.80%-2.86%2.44%0.93%2.64%0.90%1.92%-3.03%0.52%-2.92%-0.39%
20233.25%-2.14%3.73%-0.12%-1.61%-0.37%-0.24%-2.01%-3.63%-1.81%4.29%3.89%2.85%
2022-3.36%0.72%-2.64%-4.06%-2.17%-4.55%6.63%-3.60%-9.62%1.38%3.33%-2.05%-19.06%
20210.10%-1.20%1.42%1.70%0.20%2.20%
Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FSTDX is 39, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FSTDX is 3939
Overall Rank
The Sharpe Ratio Rank of FSTDX is 4444
Sharpe Ratio Rank
The Sortino Ratio Rank of FSTDX is 4646
Sortino Ratio Rank
The Omega Ratio Rank of FSTDX is 3939
Omega Ratio Rank
The Calmar Ratio Rank of FSTDX is 2828
Calmar Ratio Rank
The Martin Ratio Rank of FSTDX is 3737
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (FSTDX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fidelity Series 5+ Year Inflation-Protected Bond Index Fund Sharpe ratios as of May 31, 2025 (values are recalculated daily):

  • 1-Year: 0.64
  • All Time: -0.33

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fidelity Series 5+ Year Inflation-Protected Bond Index Fund compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.


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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

Dividend History

Fidelity Series 5+ Year Inflation-Protected Bond Index Fund provided a 3.79% dividend yield over the last twelve months, with an annual payout of $0.29 per share.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.10$0.20$0.30$0.40$0.502021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021
Dividend$0.29$0.26$0.25$0.52$0.09

Dividend yield

3.79%3.58%3.32%6.69%0.88%

Monthly Dividends

The table displays the monthly dividend distributions for Fidelity Series 5+ Year Inflation-Protected Bond Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00$0.03$0.00$0.03
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.08$0.00$0.00$0.06$0.00$0.12$0.26
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.24$0.25
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.51$0.52
2021$0.00$0.00$0.00$0.00$0.09$0.09

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 Series 5+ Year Inflation-Protected 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 Series 5+ Year Inflation-Protected Bond Index Fund was 24.29%, occurring on Oct 6, 2023. The portfolio has not yet recovered.

The current Fidelity Series 5+ Year Inflation-Protected Bond Index Fund drawdown is 14.91%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-24.29%Nov 10, 2021481Oct 6, 2023
-2.35%Oct 28, 20213Nov 1, 20215Nov 8, 20218
-2.28%Sep 10, 202113Sep 28, 202120Oct 26, 202133
-0.89%Aug 31, 20215Sep 7, 20212Sep 9, 20217
-0.6%Aug 17, 20217Aug 25, 20212Aug 27, 20219
Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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