FAPGX vs. FXNAX

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

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FAPGX has a 0.25% expense ratio, which is higher than FXNAX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Sustainable Low Duration Bond (FAPGX) and Fidelity U.S. Bond Index Fund (FXNAX). 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 FXNAX Sharpe Ratio of 1.12. The chart below compares the historical Sharpe Ratios of FAPGX and FXNAX, 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 FXNAX's 3.47% yield.

The maximum FAPGX drawdown since its inception was -0.41%, smaller than the maximum FXNAX drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for FAPGX and FXNAX.

The current volatility for Fidelity Sustainable Low Duration Bond (FAPGX) is 0.32%, while Fidelity U.S. Bond Index Fund (FXNAX) has a volatility of 1.50%. This indicates that FAPGX experiences smaller price fluctuations and is considered to be less risky than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.