FAPGX vs. FSHBX

In the year-to-date period, FAPGX achieves a 1.52% return, which is significantly lower than FSHBX's 1.88% return.

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FAPGX has a 0.25% expense ratio, which is lower than FSHBX's 0.45% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Low Duration Bond (FAPGX) and Fidelity Short-Term Bond Fund (FSHBX). 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.

The current FAPGX Sharpe Ratio is 5.42, which is higher than the FSHBX Sharpe Ratio of 2.88. The chart below compares the historical Sharpe Ratios of FAPGX and FSHBX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FAPGX's dividend yield for the trailing twelve months is around 4.61%, more than FSHBX's 4.13% yield.

The maximum FAPGX drawdown since its inception was -0.41%, smaller than the maximum FSHBX drawdown of -6.05%. Use the drawdown chart below to compare losses from any high point for FAPGX and FSHBX.

The current volatility for Fidelity Sustainable Low Duration Bond (FAPGX) is 0.32%, while Fidelity Short-Term Bond Fund (FSHBX) has a volatility of 0.72%. This indicates that FAPGX experiences smaller price fluctuations and is considered to be less risky than FSHBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.