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Fidelity Intermediate Government Income Fund (FSTG...
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Fund Info

ISIN

US31617K3032

CUSIP

31617K303

Issuer

Fidelity

Inception Date

May 2, 1988

Min. Investment

$0

Asset Class

Bond

Expense Ratio

FSTGX features an expense ratio of 0.45%, falling within the medium range.


Expense ratio chart for FSTGX: current value at 0.45% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.45%

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:
FSTGX vs. FTHRX FSTGX vs. PHIYX FSTGX vs. FGOVX FSTGX vs. VFITX FSTGX vs. BND FSTGX vs. FGMNX FSTGX vs. FUAMX FSTGX vs. FTABX FSTGX vs. FADMX FSTGX vs. BSV
Popular comparisons:
FSTGX vs. FTHRX FSTGX vs. PHIYX FSTGX vs. FGOVX FSTGX vs. VFITX FSTGX vs. BND FSTGX vs. FGMNX FSTGX vs. FUAMX FSTGX vs. FTABX FSTGX vs. FADMX FSTGX vs. BSV

Performance

Performance Chart

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


500.00%1,000.00%1,500.00%2,000.00%JulyAugustSeptemberOctoberNovemberDecember
342.82%
2,031.46%
FSTGX (Fidelity Intermediate Government Income Fund)
Benchmark (^GSPC)

Returns By Period

Fidelity Intermediate Government Income Fund had a return of 1.92% year-to-date (YTD) and 2.30% in the last 12 months. Over the past 10 years, Fidelity Intermediate Government Income Fund had an annualized return of 0.61%, while the S&P 500 had an annualized return of 11.01%, indicating that Fidelity Intermediate Government Income Fund did not perform as well as the benchmark.


FSTGX

YTD

1.92%

1M

-0.41%

6M

1.08%

1Y

2.30%

5Y*

-0.27%

10Y*

0.61%

^GSPC (Benchmark)

YTD

23.11%

1M

-0.36%

6M

7.02%

1Y

23.15%

5Y*

12.80%

10Y*

11.01%

Monthly Returns

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.52%-1.14%0.53%-1.20%1.09%0.63%2.04%0.82%1.19%-1.68%0.31%1.92%
20231.85%-1.92%2.57%0.31%-0.63%-0.99%0.07%-0.01%-1.36%-0.34%2.46%1.84%3.80%
2022-1.24%-0.50%-2.71%-1.69%0.80%-0.90%1.32%-2.07%-2.54%-0.61%1.82%-0.42%-8.49%
2021-0.29%-0.86%-0.75%0.36%0.18%0.06%0.69%-0.11%-0.68%-0.67%0.25%-0.39%-2.20%
20201.57%1.53%2.06%0.30%0.19%-0.00%0.35%-0.28%-0.02%-1.81%0.06%-0.02%3.95%
20190.37%-0.12%1.25%0.08%1.52%0.80%-0.14%1.74%-0.50%0.24%-0.23%-0.22%4.85%
2018-0.91%-0.25%0.29%-0.48%0.65%-0.20%-0.08%0.55%-0.43%-0.03%0.66%1.44%1.19%
20170.22%0.19%0.12%0.49%0.40%-0.27%0.31%0.61%-0.63%-0.16%-0.26%-0.03%0.99%
20161.44%0.55%0.20%-0.02%-0.25%1.40%0.01%-0.45%0.19%-1.11%-1.69%-0.17%0.04%
20151.61%-0.83%0.48%0.00%-0.08%-0.37%0.38%-0.08%0.75%-0.36%-0.28%-0.48%0.71%
20140.97%0.19%-0.38%0.39%0.67%0.01%-0.27%0.58%-0.36%0.68%0.48%-0.36%2.60%
2013-0.28%0.45%-0.01%0.46%-1.01%-1.02%0.19%-0.56%0.84%0.38%0.09%-0.78%-1.26%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FSTGX is 21, meaning it’s performing worse than 79% of other mutual funds on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FSTGX is 2121
Overall Rank
The Sharpe Ratio Rank of FSTGX is 2424
Sharpe Ratio Rank
The Sortino Ratio Rank of FSTGX is 2424
Sortino Ratio Rank
The Omega Ratio Rank of FSTGX is 2222
Omega Ratio Rank
The Calmar Ratio Rank of FSTGX is 1616
Calmar Ratio Rank
The Martin Ratio Rank of FSTGX is 1818
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 Intermediate Government Income Fund (FSTGX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FSTGX, currently valued at 0.55, compared to the broader market-1.000.001.002.003.004.000.551.90
The chart of Sortino ratio for FSTGX, currently valued at 0.81, compared to the broader market-2.000.002.004.006.008.0010.000.812.54
The chart of Omega ratio for FSTGX, currently valued at 1.10, compared to the broader market0.501.001.502.002.503.003.501.101.35
The chart of Calmar ratio for FSTGX, currently valued at 0.19, compared to the broader market0.005.0010.0015.000.192.81
The chart of Martin ratio for FSTGX, currently valued at 1.57, compared to the broader market0.0020.0040.0060.001.5712.39
FSTGX
^GSPC

The current Fidelity Intermediate Government Income Fund Sharpe ratio is 0.55. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fidelity Intermediate Government Income Fund with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00JulyAugustSeptemberOctoberNovemberDecember
0.55
1.90
FSTGX (Fidelity Intermediate Government Income Fund)
Benchmark (^GSPC)

Dividends

Dividend History

Fidelity Intermediate Government Income Fund provided a 2.80% dividend yield over the last twelve months, with an annual payout of $0.27 per share. The fund has been increasing its distributions for 2 consecutive years.


0.80%1.00%1.20%1.40%1.60%1.80%2.00%2.20%$0.00$0.05$0.10$0.15$0.2020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.27$0.21$0.14$0.09$0.13$0.20$0.19$0.15$0.13$0.19$0.13$0.17

Dividend yield

2.80%2.11%1.43%0.85%1.19%1.85%1.84%1.47%1.22%1.76%1.25%1.65%

Monthly Dividends

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


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.02$0.02$0.04$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.00$0.00$0.24
2023$0.01$0.01$0.02$0.01$0.02$0.01$0.02$0.02$0.02$0.02$0.02$0.03$0.21
2022$0.01$0.01$0.01$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.14
2021$0.01$0.01$0.01$0.01$0.01$0.01$0.00$0.01$0.01$0.01$0.01$0.01$0.09
2020$0.02$0.02$0.02$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.13
2019$0.02$0.02$0.02$0.02$0.02$0.01$0.02$0.01$0.02$0.02$0.02$0.02$0.20
2018$0.02$0.01$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.02$0.19
2017$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.02$0.15
2016$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.13
2015$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.06$0.01$0.02$0.19
2014$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.13
2013$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.01$0.06$0.01$0.02$0.17

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-7.36%
-3.58%
FSTGX (Fidelity Intermediate Government Income Fund)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fidelity Intermediate Government Income 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 Intermediate Government Income Fund was 14.47%, occurring on Oct 20, 2022. The portfolio has not yet recovered.

The current Fidelity Intermediate Government Income Fund drawdown is 7.36%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-14.47%Aug 5, 2020560Oct 20, 2022
-4.21%Jul 7, 2016469May 15, 2018216Mar 25, 2019685
-4.2%Jun 16, 200351Aug 27, 2003131Mar 5, 2004182
-3.98%Feb 1, 199470May 9, 1994207Feb 22, 1995277
-3.91%Nov 5, 201025Dec 10, 2010118Jun 1, 2011143

Volatility

Volatility Chart

The current Fidelity Intermediate Government Income Fund volatility is 1.02%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


1.00%2.00%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
1.02%
3.64%
FSTGX (Fidelity Intermediate Government Income Fund)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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