DPIGX vs. FUMBX
Compare and contrast key facts about Dupree Intermediate Government Bond Series (DPIGX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX).
DPIGX is managed by Dupree. It was launched on Jul 13, 1992. FUMBX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. It was launched on Dec 20, 2005.
Performance
DPIGX vs. FUMBX - Performance Comparison
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DPIGX vs. FUMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DPIGX Dupree Intermediate Government Bond Series | -0.29% | 5.66% | 3.67% | 3.90% | -3.50% | -1.47% | 3.92% | 4.50% | 0.68% | -0.05% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | -0.10% | 5.83% | 3.25% | 4.47% | -5.84% | -1.38% | 4.22% | 4.19% | 1.47% | -0.33% |
Returns By Period
In the year-to-date period, DPIGX achieves a -0.29% return, which is significantly lower than FUMBX's -0.10% return.
DPIGX
- 1D
- 0.11%
- 1M
- -0.83%
- YTD
- -0.29%
- 6M
- 0.66%
- 1Y
- 2.96%
- 3Y*
- 3.89%
- 5Y*
- 1.75%
- 10Y*
- 1.67%
FUMBX
- 1D
- 0.10%
- 1M
- -0.77%
- YTD
- -0.10%
- 6M
- 0.85%
- 1Y
- 3.55%
- 3Y*
- 3.80%
- 5Y*
- 1.31%
- 10Y*
- —
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DPIGX vs. FUMBX - Expense Ratio Comparison
DPIGX has a 0.70% expense ratio, which is higher than FUMBX's 0.03% expense ratio.
Return for Risk
DPIGX vs. FUMBX — Risk / Return Rank
DPIGX
FUMBX
DPIGX vs. FUMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dupree Intermediate Government Bond Series (DPIGX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX). 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.
| DPIGX | FUMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.53 | 1.55 | -0.02 |
Sortino ratioReturn per unit of downside risk | 2.40 | 2.43 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.30 | 1.33 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.54 | 2.52 | +0.01 |
Martin ratioReturn relative to average drawdown | 10.43 | 8.74 | +1.69 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DPIGX | FUMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.53 | 1.55 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.84 | 0.45 | +0.39 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.98 | 0.73 | +0.26 |
Correlation
The correlation between DPIGX and FUMBX is 0.76, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
DPIGX vs. FUMBX - Dividend Comparison
DPIGX's dividend yield for the trailing twelve months is around 3.14%, less than FUMBX's 3.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DPIGX Dupree Intermediate Government Bond Series | 3.14% | 4.00% | 3.39% | 2.84% | 2.51% | 1.91% | 2.29% | 2.39% | 2.76% | 2.55% | 2.51% | 2.51% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.41% | 3.51% | 2.91% | 1.64% | 0.86% | 1.15% | 1.41% | 1.88% | 1.64% | 0.34% | 0.00% | 0.00% |
Drawdowns
DPIGX vs. FUMBX - Drawdown Comparison
The maximum DPIGX drawdown since its inception was -10.25%, which is greater than FUMBX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for DPIGX and FUMBX.
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Drawdown Indicators
| DPIGX | FUMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -10.25% | -8.83% | -1.42% |
Max Drawdown (1Y)Largest decline over 1 year | -1.46% | -1.54% | +0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -5.89% | -8.60% | +2.71% |
Max Drawdown (10Y)Largest decline over 10 years | -6.59% | — | — |
Current DrawdownCurrent decline from peak | -1.04% | -1.06% | +0.02% |
Average DrawdownAverage peak-to-trough decline | -1.58% | -1.88% | +0.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.35% | 0.44% | -0.09% |
Volatility
DPIGX vs. FUMBX - Volatility Comparison
Dupree Intermediate Government Bond Series (DPIGX) has a higher volatility of 0.87% compared to Fidelity Short-Term Treasury Bond Index Fund (FUMBX) at 0.74%. This indicates that DPIGX's price experiences larger fluctuations and is considered to be riskier than FUMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DPIGX | FUMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.87% | 0.74% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 1.46% | 1.37% | +0.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.14% | 2.32% | -0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.09% | 2.89% | -0.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.35% | 2.49% | -0.14% |