Fidelity Short-Term Treasury Bond Index Fund (FUMBX) belongs to the Short-Term Bond category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FUMBX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to FUMBX
FUMBX charges 0.03% annually. There are 2 mutual funds in the Short-Term Bond category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Institutional Intermediate-Term Bond Fund | 0.02% | — | Jun 2015 | FUMBX vs VIITX | |
| Vanguard Institutional Short-Term Bond Fund | 0.02% | — | Jun 2015 | FUMBX vs VISTX | |
| Schwab Short-Term Bond Index Fund | 0.06% | — | Feb 2017 | FUMBX vs SWSBX | |
| Vanguard Short-Term Bond Index Fund Admiral Shares | 0.06% | 69.90B | Nov 2001 | FUMBX vs VBIRX | |
| Vanguard Short-Term Corporate Bond Index Fund Admi... | 0.06% | 51.90B | Nov 2010 | FUMBX vs VSCSX |
Best Risk-Adjusted Alternatives to FUMBX
FUMBX has a PortfoliosLab risk / return rank of 30. There are 116 mutual funds in the Short-Term Bond category with higher risk-adjusted ranks, going as high as 100.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 100 | — | Jun 1996 | FUMBX vs DFCFX | |
| GuidepathConservative Income Fund | 99 | — | Apr 2018 | FUMBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 99 | — | Jul 2016 | FUMBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 99 | — | Jul 2016 | FUMBX vs DHEAX | |
| Destinations Low Duration Fixed Income Fund | 98 | — | Mar 2017 | FUMBX vs DLDFX |
Top Performing FUMBX Alternatives (YTD)
FUMBX is at 0.33% YTD. There are 109 mutual funds in the Short-Term Bond category with higher YTD returns, going as high as 7.99%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Absolute Return Allocation Fund | 7.99% | — | Apr 2011 | FUMBX vs GPARX | |
| Leader Short Term High Yield Bond Fund | 3.90% | — | Jul 2005 | FUMBX vs LCCMX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 2.50% | — | Jul 2016 | FUMBX vs DHEIX | |
| DFA Short-Duration Real Return Portfolio | 2.38% | — | Nov 2013 | FUMBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 2.33% | — | Jul 2016 | FUMBX vs DHEAX |
Lowest Volatility Alternatives to FUMBX
FUMBX has 1.96% 1-year volatility. There are 75 mutual funds in the Short-Term Bond category with lower 1-year volatility, going as low as 0.73%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | 0.73% | — | Jun 1996 | FUMBX vs DFCFX | |
| GuidepathConservative Income Fund | 0.79% | — | Apr 2018 | FUMBX vs GPICX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | 1.04% | — | Jul 2016 | FUMBX vs DHEIX | |
| Diamond Hill Short Duration Securitized Bond Fund | 1.09% | — | Jul 2016 | FUMBX vs DHEAX | |
| DFA Short-Term Extended Quality Portfolio | 1.14% | — | Mar 2009 | FUMBX vs DFEQX |
Lowest Drawdown Alternatives to FUMBX
FUMBX has a 1-year max drawdown of -1.54%. There are 96 mutual funds in the Short-Term Bond category with shallower 1-year drawdowns, going as shallow as -0.21%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Two-Year Fixed Income Portfolio | -0.21% | — | Jun 1996 | FUMBX vs DFCFX | |
| GuidepathConservative Income Fund | -0.25% | — | Apr 2018 | FUMBX vs GPICX | |
| DFA Short-Duration Real Return Portfolio | -0.47% | — | Nov 2013 | FUMBX vs DFAIX | |
| Diamond Hill Short Duration Securitized Bond Fund | -0.50% | — | Jul 2016 | FUMBX vs DHEAX | |
| Diamond Hill Short Duration Securitized Bond Fund ... | -0.50% | — | Jul 2016 | FUMBX vs DHEIX |
Other Mutual Funds from Fidelity
The 10 most viewed Fidelity mutual funds shown here include FXAIX, FSELX, FZROX and span 6 categories. AUM among these funds goes as high as $176B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 75 | 11.76% | — | Feb 1988 | FUMBX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 82 | 51.40% | — | Jul 1985 | FUMBX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 76 | 12.27% | — | — | FUMBX vs FZROX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 75 | 12.20% | — | — | FUMBX vs FSKAX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 17 | 2.47% | — | — | FUMBX vs FSPGX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 49 | 13.81% | — | Dec 1987 | FUMBX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 33 | 9.08% | 176.32B | May 1967 | FUMBX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 72 | 11.48% | — | — | FUMBX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | 12.40% | — | Nov 1997 | FUMBX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 71 | 13.68% | — | Jun 2016 | FUMBX vs FTIHX |
Often Compared With FUMBX
Investors most often compare FUMBX with FXNAX, VGSH, FNSOX. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare FUMBX with Any Fund or Stock
Compare FUMBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair FUMBX with funds that move differently
Fidelity Short-Term Treasury Bond Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to FUMBX.
Explore FUMBX Diversifiers