FBNDX vs. FTBFX

In the year-to-date period, FBNDX achieves a 1.25% return, which is significantly higher than FTBFX's 0.96% return. Over a longer period, both investments have demonstrated similar performance, with their 10-year annualized returns being quite close: FBNDX at 1.90% and FTBFX at 1.90%.

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Both FBNDX and FTBFX have an expense ratio of 0.45%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity Investment Grade Bond Fund (FBNDX) and Fidelity Total Bond Fund (FTBFX). 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 FBNDX Sharpe Ratio is 0.76, which is comparable to the FTBFX Sharpe Ratio of 0.86. The chart below compares the historical Sharpe Ratios of FBNDX and FTBFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FBNDX's dividend yield for the trailing twelve months is around 3.98%, less than FTBFX's 4.53% yield.

The maximum FBNDX drawdown since its inception was -27.42%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FBNDX and FTBFX. For additional features, visit the drawdowns tool.

Fidelity Investment Grade Bond Fund (FBNDX) and Fidelity Total Bond Fund (FTBFX) have volatilities of 1.51% and 1.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.