Fidelity Short-Term Treasury Bond Index Fund (FUMBX) belongs to the Government Bonds 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 is 1 mutual fund in the Government Bonds category with a lower expense ratio, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | 0.01% | — | Mar 2009 | FUMBX vs GUSTX | |
| Fidelity SAI Long-Term Treasury Bond Index Fund | 0.03% | — | Oct 2015 | FUMBX vs FBLTX | |
| Fidelity SAI U.S. Treasury Bond Index Fund | 0.03% | — | Mar 2016 | FUMBX vs FUTBX | |
| Fidelity Intermediate Treasury Bond Index Fund | 0.03% | — | — | FUMBX vs FUAMX | |
| Fidelity Long-Term Treasury Bond Index Fund | 0.03% | — | Dec 2005 | FUMBX vs FNBGX |
Best Risk-Adjusted Alternatives to FUMBX
FUMBX has a PortfoliosLab risk / return rank of 36. There are 22 mutual funds in the Government Bonds category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 99 | — | Dec 1985 | FUMBX vs FEUGX | |
| GMO U.S. Treasury Fund | 99 | — | Mar 2009 | FUMBX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 88 | — | Aug 2010 | FUMBX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 86 | 33.50B | Dec 2009 | FUMBX vs VSBSX | |
| Integrity Short Term Government Fund | 83 | — | Jun 2011 | FUMBX vs MDSIX |
Top Performing FUMBX Alternatives (YTD)
FUMBX is at 0.19% YTD. There are 45 mutual funds in the Government Bonds category with higher YTD returns, going as high as 1.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Federated Hermes Adjustable Rate Fund | 1.82% | — | Dec 1985 | FUMBX vs FEUGX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.70% | 6.50B | Feb 2015 | FUMBX vs VGIVX | |
| Vanguard Emerging Markets Government Bond Index Fu... | 1.65% | 6.50B | May 2013 | FUMBX vs VGAVX | |
| Integrity Short Term Government Fund | 1.54% | — | Jun 2011 | FUMBX vs MDSIX | |
| GMO U.S. Treasury Fund | 1.46% | — | Mar 2009 | FUMBX vs GUSTX |
Lowest Volatility Alternatives to FUMBX
FUMBX has 2.06% 1-year volatility. There are 13 mutual funds in the Government Bonds category with lower 1-year volatility, going as low as 1.21%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| DFA Short-Term Government Portfolio | 1.21% | — | May 1987 | FUMBX vs DFFGX | |
| GMO U.S. Treasury Fund | 1.22% | — | Mar 2009 | FUMBX vs GUSTX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | 1.27% | — | Aug 2010 | FUMBX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | 1.28% | 33.50B | Dec 2009 | FUMBX vs VSBSX | |
| Federated Hermes Adjustable Rate Fund | 1.42% | — | Dec 1985 | FUMBX vs FEUGX |
Lowest Drawdown Alternatives to FUMBX
FUMBX has a 1-year max drawdown of -1.54%. There are 20 mutual funds in the Government Bonds category with shallower 1-year drawdowns, going as shallow as -0.20%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GMO U.S. Treasury Fund | -0.20% | — | Mar 2009 | FUMBX vs GUSTX | |
| Federated Hermes Adjustable Rate Fund | -0.32% | — | Dec 1985 | FUMBX vs FEUGX | |
| Davis Government Bond Fund | -0.77% | — | Nov 1994 | FUMBX vs RFBAX | |
| Vanguard Short-Term Treasury Index Fund Institutio... | -0.81% | — | Aug 2010 | FUMBX vs VSBIX | |
| Vanguard Short-Term Treasury Index Fund Admiral Sh... | -0.84% | 33.50B | Dec 2009 | FUMBX vs VSBSX |
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 | 73 | 11.71% | — | Feb 1988 | FUMBX vs FXAIX | |
| Fidelity Select Semiconductors Portfolio | Semiconductors, Technology Equities | 97 | 85.56% | — | Jul 1985 | FUMBX vs FSELX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 72 | 12.01% | — | — | FUMBX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 32 | 8.60% | — | — | FUMBX vs FSPGX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 71 | 12.08% | — | — | FUMBX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 75 | 18.56% | — | Dec 1987 | FUMBX vs FBGRX | |
| Fidelity Contrafund | Large Cap Growth Equities | 35 | 7.76% | 176.32B | May 1967 | FUMBX vs FCNTX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 71 | 11.56% | — | — | FUMBX vs FNILX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 27 | 9.51% | — | Nov 1997 | FUMBX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 58 | 15.53% | — | Jun 2016 | FUMBX vs FTIHX |
Often Compared With FUMBX
Investors most often compare FUMBX with FXNAX, VGSH, FNSOX. These 20 comparison targets span 9 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