FCNVX vs. JSOSX
Compare and contrast key facts about Fidelity Conservative Income Bond Institutional Class (FCNVX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX).
FCNVX is managed by Fidelity. It was launched on Mar 3, 2011. JSOSX is managed by JPMorgan. It was launched on Oct 10, 2008.
Performance
FCNVX vs. JSOSX - Performance Comparison
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FCNVX vs. JSOSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FCNVX Fidelity Conservative Income Bond Institutional Class | 0.52% | 4.51% | 5.43% | 5.86% | 0.85% | -0.06% | 1.10% | 3.00% | 1.82% | 1.42% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 0.50% | 3.70% | 5.45% | 5.25% | 0.46% | 0.64% | 1.55% | 3.97% | 0.77% | 3.34% |
Returns By Period
The year-to-date returns for both stocks are quite close, with FCNVX having a 0.52% return and JSOSX slightly lower at 0.50%. Over the past 10 years, FCNVX has underperformed JSOSX with an annualized return of 2.51%, while JSOSX has yielded a comparatively higher 3.33% annualized return.
FCNVX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.52%
- 6M
- 1.54%
- 1Y
- 3.88%
- 3Y*
- 5.02%
- 5Y*
- 3.41%
- 10Y*
- 2.51%
JSOSX
- 1D
- 0.09%
- 1M
- -0.09%
- YTD
- 0.50%
- 6M
- 1.41%
- 1Y
- 3.52%
- 3Y*
- 4.69%
- 5Y*
- 3.12%
- 10Y*
- 3.33%
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FCNVX vs. JSOSX - Expense Ratio Comparison
FCNVX has a 0.25% expense ratio, which is lower than JSOSX's 0.77% expense ratio.
Return for Risk
FCNVX vs. JSOSX — Risk / Return Rank
FCNVX
JSOSX
FCNVX vs. JSOSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Conservative Income Bond Institutional Class (FCNVX) and JPMorgan Strategic Income Opportunities Fund Class I (JSOSX). 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.
| FCNVX | JSOSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.18 | 5.17 | -1.99 |
Sortino ratioReturn per unit of downside risk | 14.52 | 10.21 | +4.31 |
Omega ratioGain probability vs. loss probability | 6.34 | 3.93 | +2.41 |
Calmar ratioReturn relative to maximum drawdown | 21.58 | 13.42 | +8.16 |
Martin ratioReturn relative to average drawdown | 84.59 | 90.13 | -5.54 |
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
| FCNVX | JSOSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.18 | 5.17 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.69 | 4.01 | -1.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 2.44 | 2.59 | -0.15 |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.17 | 1.98 | +0.19 |
Correlation
The correlation between FCNVX and JSOSX is 0.07, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FCNVX vs. JSOSX - Dividend Comparison
FCNVX's dividend yield for the trailing twelve months is around 3.91%, more than JSOSX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FCNVX Fidelity Conservative Income Bond Institutional Class | 3.91% | 4.41% | 5.17% | 4.97% | 1.24% | 0.24% | 0.99% | 2.45% | 2.21% | 1.30% | 1.01% | 0.48% |
JSOSX JPMorgan Strategic Income Opportunities Fund Class I | 3.74% | 3.82% | 5.05% | 4.77% | 1.69% | 0.55% | 1.26% | 2.85% | 3.00% | 3.21% | 4.30% | 3.44% |
Drawdowns
FCNVX vs. JSOSX - Drawdown Comparison
The maximum FCNVX drawdown since its inception was -2.19%, smaller than the maximum JSOSX drawdown of -6.40%. Use the drawdown chart below to compare losses from any high point for FCNVX and JSOSX.
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Drawdown Indicators
| FCNVX | JSOSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -2.19% | -6.40% | +4.21% |
Max Drawdown (1Y)Largest decline over 1 year | -0.20% | -0.26% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -0.59% | -0.98% | +0.39% |
Max Drawdown (10Y)Largest decline over 10 years | -2.19% | -6.19% | +4.00% |
Current DrawdownCurrent decline from peak | -0.10% | -0.17% | +0.07% |
Average DrawdownAverage peak-to-trough decline | -0.05% | -0.47% | +0.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.05% | 0.04% | +0.01% |
Volatility
FCNVX vs. JSOSX - Volatility Comparison
The current volatility for Fidelity Conservative Income Bond Institutional Class (FCNVX) is 0.10%, while JPMorgan Strategic Income Opportunities Fund Class I (JSOSX) has a volatility of 0.35%. This indicates that FCNVX experiences smaller price fluctuations and is considered to be less risky than JSOSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FCNVX | JSOSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.10% | 0.35% | -0.25% |
Volatility (6M)Calculated over the trailing 6-month period | 0.81% | 0.51% | +0.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.28% | 0.68% | +0.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.27% | 0.78% | +0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.03% | 1.29% | -0.26% |