FIWGX vs. FUAMX
Compare and contrast key facts about Strategic Advisers Fidelity Core Income Fund (FIWGX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX).
FIWGX is managed by Fidelity. It was launched on Oct 16, 2018. FUAMX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIWGX or FUAMX.
Correlation
The correlation between FIWGX and FUAMX is -0.95. 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
FIWGX vs. FUAMX - Performance Comparison
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Key characteristics
FIWGX:
3.60%
FUAMX:
7.24%
FIWGX:
-0.33%
FUAMX:
-0.72%
FIWGX:
-0.33%
FUAMX:
-0.62%
Returns By Period
FIWGX
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FUAMX
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FIWGX vs. FUAMX - Expense Ratio Comparison
FIWGX has a 0.46% expense ratio, which is higher than FUAMX's 0.03% expense ratio.
Risk-Adjusted Performance
FIWGX vs. FUAMX — Risk-Adjusted Performance Rank
FIWGX
FUAMX
FIWGX vs. FUAMX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Fidelity Core Income Fund (FIWGX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX). 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
FIWGX vs. FUAMX - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 4.37%, more than FUAMX's 3.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.64% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
FIWGX vs. FUAMX - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -0.33%, smaller than the maximum FUAMX drawdown of -0.72%. Use the drawdown chart below to compare losses from any high point for FIWGX and FUAMX. For additional features, visit the drawdowns tool.
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Volatility
FIWGX vs. FUAMX - Volatility Comparison
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