EFIPX vs. FNSOX
Compare and contrast key facts about Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Fidelity Short-Term Bond Index Fund (FNSOX).
EFIPX is managed by Fidelity. It was launched on Feb 2, 1984. FNSOX is managed by Fidelity. It was launched on Oct 18, 2017.
Performance
EFIPX vs. FNSOX - Performance Comparison
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EFIPX vs. FNSOX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | -0.40% | 6.70% | 4.34% | 6.01% | -6.35% | -1.41% | 5.13% | 6.00% | 0.68% | -0.21% |
FNSOX Fidelity Short-Term Bond Index Fund | -0.22% | 6.01% | 3.90% | 4.90% | -5.76% | -1.25% | 4.28% | 4.95% | 1.14% | -0.22% |
Returns By Period
In the year-to-date period, EFIPX achieves a -0.40% return, which is significantly lower than FNSOX's -0.22% return.
EFIPX
- 1D
- 0.17%
- 1M
- -1.37%
- YTD
- -0.40%
- 6M
- 0.86%
- 1Y
- 4.20%
- 3Y*
- 4.87%
- 5Y*
- 1.90%
- 10Y*
- 2.25%
FNSOX
- 1D
- 0.20%
- 1M
- -1.18%
- YTD
- -0.22%
- 6M
- 0.91%
- 1Y
- 3.69%
- 3Y*
- 4.22%
- 5Y*
- 1.56%
- 10Y*
- —
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EFIPX vs. FNSOX - Expense Ratio Comparison
EFIPX has a 0.50% expense ratio, which is higher than FNSOX's 0.03% expense ratio.
Return for Risk
EFIPX vs. FNSOX — Risk / Return Rank
EFIPX
FNSOX
EFIPX vs. FNSOX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Fidelity Short-Term Bond Index Fund (FNSOX). 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.
| EFIPX | FNSOX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.95 | 1.82 | +0.12 |
Sortino ratioReturn per unit of downside risk | 3.13 | 2.83 | +0.30 |
Omega ratioGain probability vs. loss probability | 1.40 | 1.37 | +0.03 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 2.86 | +0.10 |
Martin ratioReturn relative to average drawdown | 11.82 | 10.76 | +1.06 |
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
| EFIPX | FNSOX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.95 | 1.82 | +0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.55 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.94 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.18 | 0.83 | +0.36 |
Correlation
The correlation between EFIPX and FNSOX is 0.88, 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
EFIPX vs. FNSOX - Dividend Comparison
EFIPX's dividend yield for the trailing twelve months is around 3.70%, more than FNSOX's 3.15% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EFIPX Fidelity Advisor Limited Term Bond Fund Class I | 3.70% | 3.93% | 2.81% | 2.15% | 1.20% | 1.21% | 2.35% | 2.41% | 2.26% | 1.74% | 1.82% | 1.55% |
FNSOX Fidelity Short-Term Bond Index Fund | 3.15% | 3.22% | 2.80% | 1.74% | 0.81% | 0.80% | 1.54% | 2.61% | 2.04% | 0.34% | 0.00% | 0.00% |
Drawdowns
EFIPX vs. FNSOX - Drawdown Comparison
The maximum EFIPX drawdown since its inception was -13.33%, which is greater than FNSOX's maximum drawdown of -8.92%. Use the drawdown chart below to compare losses from any high point for EFIPX and FNSOX.
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Drawdown Indicators
| EFIPX | FNSOX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.33% | -8.92% | -4.41% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -1.47% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -9.76% | -8.77% | -0.99% |
Max Drawdown (10Y)Largest decline over 10 years | -9.96% | — | — |
Current DrawdownCurrent decline from peak | -1.37% | -1.18% | -0.19% |
Average DrawdownAverage peak-to-trough decline | -1.91% | -1.75% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.41% | 0.39% | +0.02% |
Volatility
EFIPX vs. FNSOX - Volatility Comparison
Fidelity Advisor Limited Term Bond Fund Class I (EFIPX) and Fidelity Short-Term Bond Index Fund (FNSOX) have volatilities of 0.81% and 0.78%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| EFIPX | FNSOX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.81% | 0.78% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.48% | 1.37% | +0.11% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.34% | 2.21% | +0.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.76% | 2.86% | -0.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.41% | 2.48% | -0.07% |