Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX)
The fund primarily invests in inflation-protected debt securities from the Bloomberg US Treasury Inflation-Protected Securities (TIPS) 0-5 Years Index, with at least 80% of assets allocated to these short-term U.S. Treasury-issued securities.
Fund Info
Jan 17, 2022
$0
Expense Ratio
FSTZX has an expense ratio of 0.00%, indicating no management fees are charged.
Share Price Chart
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Performance
Performance Chart
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.
Returns By Period
Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund had a return of 1.14% year-to-date (YTD) and 6.03% in the last 12 months.
FSTZX
1.14%
0.62%
2.35%
6.03%
N/A
N/A
^GSPC (Benchmark)
4.22%
2.22%
9.51%
22.46%
12.74%
11.29%
Monthly Returns
The table below presents the monthly returns of FSTZX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 0.83% | 1.14% | |||||||||||
| 2024 | 0.46% | -0.10% | 0.53% | -0.05% | 0.94% | 0.52% | 0.98% | 0.62% | 0.92% | -0.38% | 0.41% | -0.06% | 4.87% |
| 2023 | 0.75% | -0.32% | 1.82% | 0.21% | -0.63% | -0.21% | 0.53% | 0.11% | -0.21% | 0.42% | 1.05% | 1.08% | 4.67% |
| 2022 | -0.60% | 1.10% | -0.69% | -0.10% | 0.40% | -1.49% | 1.72% | -1.49% | -2.82% | 1.04% | 0.51% | -0.35% | -2.83% |
| 2021 | 0.30% | 0.00% | 0.60% | 0.30% | 0.12% | 1.32% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
With an overall rank of 95, FSTZX is among the top 5% of 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.
Risk-Adjusted Performance Indicators
The charts 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 (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund provided a 2.72% dividend yield over the last twelve months, with an annual payout of $0.27 per share.
| Period | TTM | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Dividend | $0.27 | $0.27 | $0.24 | $0.49 | $0.08 |
Dividend yield | 2.72% | 2.78% | 2.55% | 5.25% | 0.82% |
Monthly Dividends
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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | ||||||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.01 | $0.00 | $0.00 | $0.08 | $0.00 | $0.00 | $0.05 | $0.00 | $0.12 | $0.27 |
| 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 | $0.24 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.49 | $0.49 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.08 | $0.08 |
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.
Worst Drawdowns
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 0.10%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -5.3% | Mar 14, 2022 | 140 | Sep 30, 2022 | 303 | Dec 14, 2023 | 443 |
| -1.95% | Nov 19, 2021 | 57 | Feb 10, 2022 | 12 | Mar 1, 2022 | 69 |
| -0.78% | Oct 3, 2024 | 22 | Nov 1, 2024 | 22 | Dec 4, 2024 | 44 |
| -0.68% | Dec 9, 2024 | 9 | Dec 19, 2024 | 16 | Jan 15, 2025 | 25 |
| -0.63% | Feb 2, 2024 | 8 | Feb 13, 2024 | 12 | Mar 1, 2024 | 20 |
Volatility
Volatility Chart
The current Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund volatility is 0.52%, 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.