FEPIX vs. STYAX
Compare and contrast key facts about Fidelity Total Bond Fund (FEPIX) and Allspring Core Plus Bond Fund (STYAX).
FEPIX is managed by Fidelity. STYAX is managed by Allspring Global Investments. It was launched on Jul 13, 1998.
Performance
FEPIX vs. STYAX - Performance Comparison
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FEPIX vs. STYAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FEPIX Fidelity Total Bond Fund | -0.50% | 7.45% | 1.71% | 6.79% | -13.55% | -0.46% | 9.29% | 9.83% | -0.82% | 4.24% |
STYAX Allspring Core Plus Bond Fund | -0.49% | 7.03% | 2.05% | 6.45% | -14.29% | -0.16% | 11.30% | 9.11% | -0.52% | 5.33% |
Returns By Period
The year-to-date returns for both investments are quite close, with FEPIX having a -0.50% return and STYAX slightly higher at -0.49%. Over the past 10 years, FEPIX has underperformed STYAX with an annualized return of 2.43%, while STYAX has yielded a comparatively higher 2.56% annualized return.
FEPIX
- 1D
- 0.53%
- 1M
- -2.35%
- YTD
- -0.50%
- 6M
- 0.44%
- 1Y
- 4.14%
- 3Y*
- 3.99%
- 5Y*
- 0.60%
- 10Y*
- 2.43%
STYAX
- 1D
- 0.54%
- 1M
- -2.27%
- YTD
- -0.49%
- 6M
- 0.43%
- 1Y
- 3.96%
- 3Y*
- 3.86%
- 5Y*
- 0.31%
- 10Y*
- 2.56%
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FEPIX vs. STYAX - Expense Ratio Comparison
FEPIX has a 0.50% expense ratio, which is lower than STYAX's 0.69% expense ratio.
Return for Risk
FEPIX vs. STYAX — Risk / Return Rank
FEPIX
STYAX
FEPIX vs. STYAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond Fund (FEPIX) and Allspring Core Plus Bond Fund (STYAX). 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.
| FEPIX | STYAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.07 | 0.99 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.42 | +0.12 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.18 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.81 | 1.65 | +0.16 |
Martin ratioReturn relative to average drawdown | 5.50 | 5.07 | +0.44 |
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
| FEPIX | STYAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.07 | 0.99 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.06 | +0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.55 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 1.00 | -0.11 |
Correlation
The correlation between FEPIX and STYAX 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
FEPIX vs. STYAX - Dividend Comparison
FEPIX's dividend yield for the trailing twelve months is around 3.97%, less than STYAX's 4.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FEPIX Fidelity Total Bond Fund | 3.97% | 4.31% | 3.74% | 3.74% | 2.49% | 1.87% | 5.17% | 2.97% | 3.14% | 2.92% | 3.55% | 3.25% |
STYAX Allspring Core Plus Bond Fund | 4.55% | 4.52% | 4.58% | 3.94% | 2.48% | 2.39% | 5.18% | 3.67% | 2.70% | 2.61% | 2.81% | 2.23% |
Drawdowns
FEPIX vs. STYAX - Drawdown Comparison
The maximum FEPIX drawdown since its inception was -18.40%, roughly equal to the maximum STYAX drawdown of -18.83%. Use the drawdown chart below to compare losses from any high point for FEPIX and STYAX.
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Drawdown Indicators
| FEPIX | STYAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.40% | -18.83% | +0.43% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -2.80% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -18.40% | -18.83% | +0.43% |
Max Drawdown (10Y)Largest decline over 10 years | -18.40% | -18.83% | +0.43% |
Current DrawdownCurrent decline from peak | -2.35% | -2.27% | -0.08% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -2.40% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.94% | 0.91% | +0.03% |
Volatility
FEPIX vs. STYAX - Volatility Comparison
Fidelity Total Bond Fund (FEPIX) and Allspring Core Plus Bond Fund (STYAX) have volatilities of 1.58% and 1.56%, 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.
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Volatility by Period
| FEPIX | STYAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.58% | 1.56% | +0.02% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 2.38% | +0.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.37% | 4.12% | +0.25% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.65% | 5.63% | +0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.71% | 4.67% | +0.04% |