FBLTX vs. OGVCX
Compare and contrast key facts about Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) and JPMorgan Government Bond Fund Class C (OGVCX).
FBLTX is managed by Fidelity. It was launched on Oct 8, 2015. OGVCX is managed by JPMorgan.
Performance
FBLTX vs. OGVCX - Performance Comparison
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FBLTX vs. OGVCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | -0.10% | 4.39% | -8.05% | 2.71% | -31.84% | -4.89% | 18.27% | 14.36% | -1.24% | 9.06% |
OGVCX JPMorgan Government Bond Fund Class C | -0.52% | 5.99% | 0.61% | 3.50% | -12.55% | -3.00% | 5.95% | 5.76% | -0.05% | 1.45% |
Returns By Period
In the year-to-date period, FBLTX achieves a -0.10% return, which is significantly higher than OGVCX's -0.52% return. Over the past 10 years, FBLTX has underperformed OGVCX with an annualized return of -1.45%, while OGVCX has yielded a comparatively higher 0.36% annualized return.
FBLTX
- 1D
- 1.37%
- 1M
- -4.30%
- YTD
- -0.10%
- 6M
- -1.00%
- 1Y
- -0.57%
- 3Y*
- -2.77%
- 5Y*
- -5.77%
- 10Y*
- -1.45%
OGVCX
- 1D
- 0.52%
- 1M
- -2.23%
- YTD
- -0.52%
- 6M
- 0.35%
- 1Y
- 2.79%
- 3Y*
- 2.27%
- 5Y*
- -0.75%
- 10Y*
- 0.36%
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FBLTX vs. OGVCX - Expense Ratio Comparison
FBLTX has a 0.03% expense ratio, which is lower than OGVCX's 1.39% expense ratio.
Return for Risk
FBLTX vs. OGVCX — Risk / Return Rank
FBLTX
OGVCX
FBLTX vs. OGVCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) and JPMorgan Government Bond Fund Class C (OGVCX). 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.
| FBLTX | OGVCX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.07 | 0.72 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.17 | 1.05 | -0.88 |
Omega ratioGain probability vs. loss probability | 1.02 | 1.13 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.19 | 1.33 | -1.14 |
Martin ratioReturn relative to average drawdown | 0.41 | 3.66 | -3.26 |
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
| FBLTX | OGVCX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.07 | 0.72 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.37 | -0.14 | -0.23 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | -0.10 | 0.08 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.05 | 0.55 | -0.61 |
Correlation
The correlation between FBLTX and OGVCX is 0.90, 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
FBLTX vs. OGVCX - Dividend Comparison
FBLTX's dividend yield for the trailing twelve months is around 3.74%, more than OGVCX's 2.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | 3.74% | 4.04% | 3.60% | 3.29% | 2.25% | 1.81% | 6.73% | 2.39% | 2.87% | 2.68% | 3.70% | 0.39% |
OGVCX JPMorgan Government Bond Fund Class C | 2.34% | 2.24% | 2.10% | 1.82% | 1.21% | 0.58% | 0.95% | 1.49% | 1.57% | 1.54% | 1.76% | 2.90% |
Drawdowns
FBLTX vs. OGVCX - Drawdown Comparison
The maximum FBLTX drawdown since its inception was -49.06%, which is greater than OGVCX's maximum drawdown of -19.66%. Use the drawdown chart below to compare losses from any high point for FBLTX and OGVCX.
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Drawdown Indicators
| FBLTX | OGVCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.06% | -19.66% | -29.40% |
Max Drawdown (1Y)Largest decline over 1 year | -9.51% | -2.74% | -6.77% |
Max Drawdown (5Y)Largest decline over 5 years | -44.19% | -18.01% | -26.18% |
Max Drawdown (10Y)Largest decline over 10 years | -49.06% | -19.66% | -29.40% |
Current DrawdownCurrent decline from peak | -41.02% | -7.96% | -33.06% |
Average DrawdownAverage peak-to-trough decline | -20.65% | -3.51% | -17.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.47% | 1.00% | +3.47% |
Volatility
FBLTX vs. OGVCX - Volatility Comparison
Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) has a higher volatility of 3.80% compared to JPMorgan Government Bond Fund Class C (OGVCX) at 1.44%. This indicates that FBLTX's price experiences larger fluctuations and is considered to be riskier than OGVCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FBLTX | OGVCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.80% | 1.44% | +2.36% |
Volatility (6M)Calculated over the trailing 6-month period | 6.63% | 2.56% | +4.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.51% | 4.17% | +7.34% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.72% | 5.56% | +10.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.62% | 4.57% | +10.05% |