FAPDX vs. BUSIX
Compare and contrast key facts about Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund (FAPDX) and Sterling Capital Ultra Short Bond Fund (BUSIX).
FAPDX is managed by Fidelity. It was launched on Apr 13, 2022. BUSIX is managed by Sterling Capital. It was launched on Nov 30, 2012.
Performance
FAPDX vs. BUSIX - Performance Comparison
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FAPDX vs. BUSIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
FAPDX Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund | 0.49% | 4.57% | 5.32% | 5.03% | 0.57% |
BUSIX Sterling Capital Ultra Short Bond Fund | 0.83% | 4.93% | 5.87% | 5.09% | 1.17% |
Returns By Period
In the year-to-date period, FAPDX achieves a 0.49% return, which is significantly lower than BUSIX's 0.83% return.
FAPDX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.49%
- 6M
- 1.53%
- 1Y
- 3.92%
- 3Y*
- 4.75%
- 5Y*
- —
- 10Y*
- —
BUSIX
- 1D
- 0.04%
- 1M
- 0.05%
- YTD
- 0.83%
- 6M
- 1.93%
- 1Y
- 4.56%
- 3Y*
- 5.24%
- 5Y*
- 3.45%
- 10Y*
- 2.68%
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FAPDX vs. BUSIX - Expense Ratio Comparison
FAPDX has a 0.35% expense ratio, which is higher than BUSIX's 0.27% expense ratio.
Return for Risk
FAPDX vs. BUSIX — Risk / Return Rank
FAPDX
BUSIX
FAPDX vs. BUSIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund (FAPDX) and Sterling Capital Ultra Short Bond Fund (BUSIX). 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.
| FAPDX | BUSIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.66 | 3.78 | -0.12 |
Sortino ratioReturn per unit of downside risk | 8.58 | 13.61 | -5.03 |
Omega ratioGain probability vs. loss probability | 2.84 | 5.42 | -2.58 |
Calmar ratioReturn relative to maximum drawdown | 14.12 | 16.23 | -2.11 |
Martin ratioReturn relative to average drawdown | 56.82 | 104.01 | -47.19 |
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
| FAPDX | BUSIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.66 | 3.78 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 2.81 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 2.42 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 3.99 | 2.10 | +1.89 |
Correlation
The correlation between FAPDX and BUSIX is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FAPDX vs. BUSIX - Dividend Comparison
FAPDX's dividend yield for the trailing twelve months is around 4.26%, more than BUSIX's 3.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FAPDX Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund | 4.26% | 4.40% | 4.81% | 3.21% | 0.77% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
BUSIX Sterling Capital Ultra Short Bond Fund | 3.89% | 4.29% | 4.65% | 3.48% | 1.87% | 1.24% | 1.72% | 2.60% | 2.05% | 1.57% | 1.74% | 1.36% |
Drawdowns
FAPDX vs. BUSIX - Drawdown Comparison
The maximum FAPDX drawdown since its inception was -0.49%, smaller than the maximum BUSIX drawdown of -3.16%. Use the drawdown chart below to compare losses from any high point for FAPDX and BUSIX.
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Drawdown Indicators
| FAPDX | BUSIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -0.49% | -3.16% | +2.67% |
Max Drawdown (1Y)Largest decline over 1 year | -0.29% | -0.30% | +0.01% |
Max Drawdown (5Y)Largest decline over 5 years | — | -1.46% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -3.16% | — |
Current DrawdownCurrent decline from peak | -0.20% | 0.00% | -0.20% |
Average DrawdownAverage peak-to-trough decline | -0.06% | -0.11% | +0.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.07% | 0.05% | +0.02% |
Volatility
FAPDX vs. BUSIX - Volatility Comparison
The current volatility for Fidelity Sustainable Low Duration Bond FundFidelity SAI Sustainable Emerging Markets Equity Fund (FAPDX) is 0.26%, while Sterling Capital Ultra Short Bond Fund (BUSIX) has a volatility of 0.36%. This indicates that FAPDX experiences smaller price fluctuations and is considered to be less risky than BUSIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FAPDX | BUSIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.26% | 0.36% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 0.79% | 0.89% | -0.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.09% | 1.32% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.01% | 1.23% | -0.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.01% | 1.11% | -0.10% |