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.
Key characteristics
| FIWGX | FUAMX | |
|---|---|---|
| YTD Return | 2.50% | 0.56% |
| 1Y Return | 8.33% | 5.31% |
| 3Y Return (Ann) | -1.70% | -2.78% |
| 5Y Return (Ann) | -0.08% | -1.18% |
| Sharpe Ratio | 1.30 | 0.74 |
| Sortino Ratio | 1.93 | 1.10 |
| Omega Ratio | 1.23 | 1.13 |
| Calmar Ratio | 0.49 | 0.24 |
| Martin Ratio | 4.73 | 2.08 |
| Ulcer Index | 1.60% | 2.18% |
| Daily Std Dev | 5.87% | 6.16% |
| Max Drawdown | -20.11% | -21.35% |
| Current Drawdown | -8.92% | -14.61% |
Correlation
The correlation between FIWGX and FUAMX is 0.91, 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
FIWGX vs. FUAMX - Performance Comparison
In the year-to-date period, FIWGX achieves a 2.50% return, which is significantly higher than FUAMX's 0.56% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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.
Dividends
FIWGX vs. FUAMX - Dividend Comparison
FIWGX's dividend yield for the trailing twelve months is around 4.18%, more than FUAMX's 2.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.18% | 3.80% | 3.01% | 2.02% | 2.50% | 3.01% | 0.55% | 0.00% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 2.87% | 2.19% | 1.64% | 1.34% | 1.60% | 2.17% | 2.23% | 0.49% |
Drawdowns
FIWGX vs. FUAMX - Drawdown Comparison
The maximum FIWGX drawdown since its inception was -20.11%, smaller than the maximum FUAMX drawdown of -21.35%. Use the drawdown chart below to compare losses from any high point for FIWGX and FUAMX. For additional features, visit the drawdowns tool.
Volatility
FIWGX vs. FUAMX - Volatility Comparison
Strategic Advisers Fidelity Core Income Fund (FIWGX) has a higher volatility of 1.77% compared to Fidelity Intermediate Treasury Bond Index Fund (FUAMX) at 1.67%. This indicates that FIWGX's price experiences larger fluctuations and is considered to be riskier than FUAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.