Correlation
The correlation between BTTRX and FUAMX is -0.12. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
BTTRX vs. FUAMX
Compare and contrast key facts about American Century Zero Coupon 2025 Fund (BTTRX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX).
BTTRX is managed by American Century Investments. It was launched on Feb 14, 1996. FUAMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BTTRX or FUAMX.
Performance
BTTRX vs. FUAMX - Performance Comparison
Loading data...
Key characteristics
BTTRX:
1.98
FUAMX:
1.15
BTTRX:
27.05
FUAMX:
1.54
BTTRX:
5.61
FUAMX:
1.18
BTTRX:
29.27
FUAMX:
0.41
BTTRX:
106.93
FUAMX:
2.27
BTTRX:
0.10%
FUAMX:
2.68%
BTTRX:
5.35%
FUAMX:
5.91%
BTTRX:
-28.78%
FUAMX:
-19.70%
BTTRX:
0.00%
FUAMX:
-9.71%
Returns By Period
In the year-to-date period, BTTRX achieves a 1.67% return, which is significantly lower than FUAMX's 3.50% return.
BTTRX
1.67%
0.21%
7.37%
10.44%
6.49%
4.09%
5.50%
FUAMX
3.50%
-1.33%
1.86%
6.81%
0.96%
-1.81%
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BTTRX vs. FUAMX - Expense Ratio Comparison
BTTRX has a 0.54% expense ratio, which is higher than FUAMX's 0.03% expense ratio.
Risk-Adjusted Performance
BTTRX vs. FUAMX — Risk-Adjusted Performance Rank
BTTRX
FUAMX
BTTRX vs. FUAMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for American Century Zero Coupon 2025 Fund (BTTRX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Loading data...
Dividends
BTTRX vs. FUAMX - Dividend Comparison
BTTRX's dividend yield for the trailing twelve months is around 4.87%, more than FUAMX's 3.63% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTTRX American Century Zero Coupon 2025 Fund | 4.87% | 4.96% | 4.17% | 3.47% | 3.27% | 7.84% | 3.90% | 5.55% | 4.46% | 3.55% | 3.04% | 5.60% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.63% | 3.60% | 2.19% | 1.64% | 1.96% | 3.14% | 2.17% | 2.23% | 0.49% | 0.00% | 0.00% | 0.00% |
Drawdowns
BTTRX vs. FUAMX - Drawdown Comparison
The maximum BTTRX drawdown since its inception was -28.78%, which is greater than FUAMX's maximum drawdown of -19.70%. Use the drawdown chart below to compare losses from any high point for BTTRX and FUAMX.
Loading data...
Volatility
BTTRX vs. FUAMX - Volatility Comparison
The current volatility for American Century Zero Coupon 2025 Fund (BTTRX) is 0.09%, while Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a volatility of 1.82%. This indicates that BTTRX experiences smaller price fluctuations and is considered to be less risky than FUAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...