Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX)

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The chart shows the growth of an initial investment of $10,000 in Fidelity Series 0-5 Year Inflation-Protected 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.

Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) has returned 1.02% so far this year and 3.95% over the past 12 months.

Based on dividend-adjusted daily data since Aug 16, 2021, FSTZX's average daily return is +0.01%, while the average monthly return is +0.26%. At this rate, your investment would double in approximately 22.2 years.

Historically, 64% of months were positive and 36% were negative. The best month was Mar 2023 with a return of +1.8%, while the worst month was Sep 2022 at -2.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 2 months.

On a daily basis, FSTZX closed higher 39% of trading days. The best single day was Sep 28, 2022 with a return of +0.8%, while the worst single day was Jun 14, 2022 at -1.0%.

Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund has an annualized alpha of 3.07%, beta of 0.02, and R² of 0.02 versus S&P 500 Index. Calculated based on daily prices since August 17, 2021.

• This fund participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (11.47%) than losses (3.78%) — typical of diversified or defensive assets.
• Beta of 0.02 may look defensive, but with R² of 0.02 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 0.02 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.

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

FSTZX ranks 95 for risk / return — in the top 95% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and compare them to a chosen benchmark (S&P 500 Index).

Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund provided a 3.98% dividend yield over the last twelve months, with an annual payout of $0.40 per share. The fund has been increasing its distributions for 2 consecutive years.

The table displays the monthly dividend distributions for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

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.

The table below displays the maximum drawdowns of the Fidelity Series 0-5 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 0-5 Year Inflation-Protected Bond Index Fund was 5.30%, occurring on Sep 30, 2022. Recovery took 303 trading sessions.

The current Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund drawdown is 0.30%.

The chart below shows the rolling one-month volatility.