FJRLX vs. FIPDX
Compare and contrast key facts about Fidelity Limited Term Bond Fund (FJRLX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX).
FJRLX is managed by Fidelity. It was launched on Feb 2, 1984. FIPDX is managed by Fidelity. It was launched on May 16, 2012.
Performance
FJRLX vs. FIPDX - Performance Comparison
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FJRLX vs. FIPDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FJRLX Fidelity Limited Term Bond Fund | -0.40% | 6.70% | 4.92% | 6.26% | -6.22% | -1.46% | 5.16% | 6.04% | 0.71% | 1.89% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 0.33% | 6.90% | 2.00% | 3.77% | -12.09% | 5.94% | 10.90% | 8.32% | -1.37% | 2.98% |
Returns By Period
In the year-to-date period, FJRLX achieves a -0.40% return, which is significantly lower than FIPDX's 0.33% return. Over the past 10 years, FJRLX has underperformed FIPDX with an annualized return of 2.36%, while FIPDX has yielded a comparatively higher 2.58% annualized return.
FJRLX
- 1D
- 0.26%
- 1M
- -1.37%
- YTD
- -0.40%
- 6M
- 0.86%
- 1Y
- 4.29%
- 3Y*
- 5.18%
- 5Y*
- 2.09%
- 10Y*
- 2.36%
FIPDX
- 1D
- 0.55%
- 1M
- -1.40%
- YTD
- 0.33%
- 6M
- 0.37%
- 1Y
- 2.97%
- 3Y*
- 3.15%
- 5Y*
- 1.44%
- 10Y*
- 2.58%
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FJRLX vs. FIPDX - Expense Ratio Comparison
FJRLX has a 0.45% expense ratio, which is higher than FIPDX's 0.05% expense ratio.
Return for Risk
FJRLX vs. FIPDX — Risk / Return Rank
FJRLX
FIPDX
FJRLX vs. FIPDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond Fund (FJRLX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX). 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.
| FJRLX | FIPDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 0.83 | +1.22 |
Sortino ratioReturn per unit of downside risk | 3.33 | 1.17 | +2.17 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.15 | +0.29 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.37 | +1.59 |
Martin ratioReturn relative to average drawdown | 11.94 | 4.30 | +7.63 |
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
| FJRLX | FIPDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 0.83 | +1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.24 | +0.53 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.99 | 0.48 | +0.51 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.01 | 0.40 | +0.61 |
Correlation
The correlation between FJRLX and FIPDX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FJRLX vs. FIPDX - Dividend Comparison
FJRLX's dividend yield for the trailing twelve months is around 3.70%, less than FIPDX's 4.16% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJRLX Fidelity Limited Term Bond Fund | 3.70% | 3.93% | 3.36% | 2.38% | 1.26% | 1.25% | 2.38% | 2.44% | 2.29% | 1.79% | 1.88% | 1.60% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 4.16% | 4.18% | 3.75% | 3.56% | 8.87% | 4.76% | 1.24% | 1.97% | 2.26% | 1.29% | 1.34% | 0.38% |
Drawdowns
FJRLX vs. FIPDX - Drawdown Comparison
The maximum FJRLX drawdown since its inception was -9.89%, smaller than the maximum FIPDX drawdown of -14.32%. Use the drawdown chart below to compare losses from any high point for FJRLX and FIPDX.
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Drawdown Indicators
| FJRLX | FIPDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.89% | -14.32% | +4.43% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -2.90% | +1.27% |
Max Drawdown (5Y)Largest decline over 5 years | -9.71% | -14.32% | +4.61% |
Max Drawdown (10Y)Largest decline over 10 years | -9.89% | -14.32% | +4.43% |
Current DrawdownCurrent decline from peak | -1.37% | -1.40% | +0.03% |
Average DrawdownAverage peak-to-trough decline | -1.35% | -4.52% | +3.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 0.92% | -0.52% |
Volatility
FJRLX vs. FIPDX - Volatility Comparison
The current volatility for Fidelity Limited Term Bond Fund (FJRLX) is 0.80%, while Fidelity Inflation-Protected Bond Index Fund (FIPDX) has a volatility of 1.37%. This indicates that FJRLX experiences smaller price fluctuations and is considered to be less risky than FIPDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FJRLX | FIPDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.80% | 1.37% | -0.57% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 2.35% | -0.93% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.27% | 4.13% | -1.86% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.73% | 5.99% | -3.26% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.39% | 5.38% | -2.99% |