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 -0.08. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FIBUX vs. FUMBX - Performance Comparison
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Key characteristics
FIBUX:
0.88
FUMBX:
2.13
FIBUX:
1.35
FUMBX:
3.44
FIBUX:
1.16
FUMBX:
1.45
FIBUX:
0.38
FUMBX:
1.51
FIBUX:
2.29
FUMBX:
8.16
FIBUX:
2.13%
FUMBX:
0.70%
FIBUX:
5.36%
FUMBX:
2.63%
FIBUX:
-18.76%
FUMBX:
-9.07%
FIBUX:
-7.54%
FUMBX:
-0.87%
Returns By Period
In the year-to-date period, FIBUX achieves a 1.84% return, which is significantly lower than FUMBX's 2.21% return.
FIBUX
1.84%
-0.01%
1.71%
4.75%
1.41%
-1.02%
N/A
FUMBX
2.21%
-0.08%
2.74%
5.63%
2.64%
0.49%
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.
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Dividends
FIBUX vs. FUMBX - Dividend Comparison
FIBUX's dividend yield for the trailing twelve months is around 3.77%, more than FUMBX's 3.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.77% | 3.65% | 2.91% | 2.15% | 1.46% | 2.05% | 2.77% | 2.72% | 1.77% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.10% | 2.90% | 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 -18.76%, 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.
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Volatility
FIBUX vs. FUMBX - Volatility Comparison
Fidelity Flex U.S. Bond Index Fund (FIBUX) has a higher volatility of 1.38% compared to Fidelity Short-Term Treasury Bond Index Fund (FUMBX) at 0.92%. 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.
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