FBKWX vs. FXNAX
Compare and contrast key facts about Fidelity Advisor Total Bond Fund Class Z (FBKWX) and Fidelity U.S. Bond Index Fund (FXNAX).
FBKWX is managed by Fidelity. It was launched on Oct 15, 2002. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBKWX or FXNAX.
Correlation
The correlation between FBKWX and FXNAX is -0.01. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FBKWX vs. FXNAX - Performance Comparison
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Key characteristics
FBKWX:
1.07
FXNAX:
0.92
FBKWX:
1.67
FXNAX:
1.47
FBKWX:
1.20
FXNAX:
1.17
FBKWX:
0.62
FXNAX:
0.42
FBKWX:
3.34
FXNAX:
2.43
FBKWX:
1.77%
FXNAX:
2.16%
FBKWX:
5.27%
FXNAX:
5.32%
FBKWX:
-18.08%
FXNAX:
-18.64%
FBKWX:
-3.58%
FXNAX:
-7.36%
Returns By Period
In the year-to-date period, FBKWX achieves a 1.90% return, which is significantly higher than FXNAX's 1.77% return. Over the past 10 years, FBKWX has outperformed FXNAX with an annualized return of 2.14%, while FXNAX has yielded a comparatively lower 1.48% annualized return.
FBKWX
1.90%
0.69%
1.07%
5.68%
0.41%
2.14%
FXNAX
1.77%
0.10%
0.88%
4.94%
-0.89%
1.48%
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FBKWX vs. FXNAX - Expense Ratio Comparison
FBKWX has a 0.36% expense ratio, which is higher than FXNAX's 0.03% expense ratio.
Risk-Adjusted Performance
FBKWX vs. FXNAX — Risk-Adjusted Performance Rank
FBKWX
FXNAX
FBKWX vs. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor Total Bond Fund Class Z (FBKWX) 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.
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Dividends
FBKWX vs. FXNAX - Dividend Comparison
FBKWX's dividend yield for the trailing twelve months is around 4.60%, more than FXNAX's 3.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBKWX Fidelity Advisor Total Bond Fund Class Z | 4.60% | 4.60% | 4.23% | 3.42% | 2.29% | 2.62% | 3.02% | 3.31% | 2.84% | 3.06% | 3.81% | 0.22% |
FXNAX Fidelity U.S. Bond Index Fund | 3.17% | 3.40% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% |
Drawdowns
FBKWX vs. FXNAX - Drawdown Comparison
The maximum FBKWX drawdown since its inception was -18.08%, roughly equal to the maximum FXNAX drawdown of -18.64%. Use the drawdown chart below to compare losses from any high point for FBKWX and FXNAX. For additional features, visit the drawdowns tool.
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Volatility
FBKWX vs. FXNAX - Volatility Comparison
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