FIBUX vs. FUMBX
Compare and contrast key facts about Fidelity Flex U.S. Bond Index Fund (FIBUX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX).
FIBUX is managed by Fidelity. It was launched on Mar 9, 2017. FUMBX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. It was launched on Dec 20, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIBUX or FUMBX.
Correlation
The correlation between FIBUX and FUMBX is 0.82, 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.
Performance
FIBUX vs. FUMBX - Performance Comparison
Key characteristics
FIBUX:
1.17
FUMBX:
2.57
FIBUX:
1.75
FUMBX:
4.15
FIBUX:
1.21
FUMBX:
1.56
FIBUX:
0.44
FUMBX:
1.51
FIBUX:
3.05
FUMBX:
9.57
FIBUX:
2.07%
FUMBX:
0.68%
FIBUX:
5.39%
FUMBX:
2.54%
FIBUX:
-19.46%
FUMBX:
-9.07%
FIBUX:
-6.72%
FUMBX:
0.00%
Returns By Period
In the year-to-date period, FIBUX achieves a 3.65% return, which is significantly higher than FUMBX's 2.69% return.
FIBUX
3.65%
1.32%
1.50%
6.33%
-0.52%
N/A
FUMBX
2.69%
1.29%
2.51%
6.18%
0.60%
N/A
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FIBUX vs. FUMBX - Expense Ratio Comparison
FIBUX has a 0.00% expense ratio, which is lower than FUMBX's 0.03% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FIBUX vs. FUMBX — Risk-Adjusted Performance Rank
FIBUX
FUMBX
FIBUX vs. FUMBX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex U.S. Bond Index Fund (FIBUX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX). 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.
Dividends
FIBUX vs. FUMBX - Dividend Comparison
FIBUX's dividend yield for the trailing twelve months is around 3.66%, more than FUMBX's 3.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.66% | 3.65% | 2.91% | 2.15% | 1.46% | 2.05% | 2.77% | 2.72% | 1.77% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.01% | 2.91% | 1.65% | 1.12% | 0.83% | 1.31% | 1.88% | 1.64% | 0.35% |
Drawdowns
FIBUX vs. FUMBX - Drawdown Comparison
The maximum FIBUX drawdown since its inception was -19.46%, which is greater than FUMBX's maximum drawdown of -9.07%. Use the drawdown chart below to compare losses from any high point for FIBUX and FUMBX. For additional features, visit the drawdowns tool.
Volatility
FIBUX vs. FUMBX - Volatility Comparison
Fidelity Flex U.S. Bond Index Fund (FIBUX) has a higher volatility of 1.43% compared to Fidelity Short-Term Treasury Bond Index Fund (FUMBX) at 0.87%. This indicates that FIBUX's price experiences larger fluctuations and is considered to be riskier than FUMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.