FJRLX vs. FNB

Last updated Apr 1, 2026

Compare and contrast key facts about Fidelity Limited Term Bond Fund (FJRLX) and F.N.B. Corporation (FNB).

FJRLX is managed by Fidelity. It was launched on Feb 2, 1984.

Performance

FJRLX vs. FNB - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Limited Term Bond Fund (FJRLX) and F.N.B. Corporation (FNB). The values are adjusted to include any dividend payments, if applicable.

FJRLX vs. FNB - 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%
FNB F.N.B. Corporation	-1.53%	19.37%	10.96%	9.76%	11.74%	32.83%	-20.81%	34.49%	-26.16%	-7.76%

Returns By Period

In the year-to-date period, FJRLX achieves a -0.40% return, which is significantly higher than FNB's -1.53% return. Over the past 10 years, FJRLX has underperformed FNB with an annualized return of 2.36%, while FNB has yielded a comparatively higher 6.93% 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%

FNB

• 1D: 3.40%
• 1M: -0.89%
• YTD: -1.53%
• 6M: 5.28%
• 1Y: 28.13%
• 3Y*: 16.89%
• 5Y*: 9.43%
• 10Y*: 6.93%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

FJRLX vs. FNB — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FJRLX

FJRLX Risk / Return Rank: 94
FJRLX Sharpe Ratio Rank: 93
FJRLX Sortino Ratio Rank: 96
FJRLX Omega Ratio Rank: 92
FJRLX Calmar Ratio Rank: 93
FJRLX Martin Ratio Rank: 93

FNB

FNB Risk / Return Rank: 71
FNB Sharpe Ratio Rank: 73
FNB Sortino Ratio Rank: 64
FNB Omega Ratio Rank: 67
FNB Calmar Ratio Rank: 75
FNB Martin Ratio Rank: 76

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FJRLX vs. FNB - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond Fund (FJRLX) and F.N.B. Corporation (FNB). 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	FNB	Difference
Sharpe ratio Return per unit of total volatility	2.05	0.92	+1.13
Sortino ratio Return per unit of downside risk	3.33	1.31	+2.02
Omega ratio Gain probability vs. loss probability	1.44	1.20	+0.25
Calmar ratio Return relative to maximum drawdown	2.96	1.79	+1.16
Martin ratio Return relative to average drawdown	11.94	4.80	+7.13
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FJRLX vs. FNB - Sharpe Ratio Comparison

The current FJRLX Sharpe Ratio is 2.05, which is higher than the FNB Sharpe Ratio of 0.92. The chart below compares the historical Sharpe Ratios of FJRLX and FNB, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	FJRLX	FNB	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	2.05	0.92	+1.13
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.77	0.32	+0.45
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.99	0.20	+0.80
Sharpe Ratio (All Time) Calculated using the full available price history	1.01	0.17	+0.84

Correlation

The correlation between FJRLX and FNB is -0.17. 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.

Dividends

FJRLX vs. FNB - Dividend Comparison

FJRLX's dividend yield for the trailing twelve months is around 3.70%, more than FNB's 2.87% 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%
FNB F.N.B. Corporation	2.87%	2.81%	3.25%	3.49%	3.68%	3.96%	5.05%	3.78%	4.88%	6.75%	2.99%	3.60%

Drawdowns

FJRLX vs. FNB - Drawdown Comparison

The maximum FJRLX drawdown since its inception was -9.89%, smaller than the maximum FNB drawdown of -69.60%. Use the drawdown chart below to compare losses from any high point for FJRLX and FNB.

Drawdown Indicators

	FJRLX	FNB	Difference
Max Drawdown Largest peak-to-trough decline	-9.89%	-69.60%	+59.71%
Max Drawdown (1Y) Largest decline over 1 year	-1.63%	-15.90%	+14.27%
Max Drawdown (5Y) Largest decline over 5 years	-9.71%	-32.59%	+22.88%
Max Drawdown (10Y) Largest decline over 10 years	-9.89%	-60.11%	+50.22%
Current Drawdown Current decline from peak	-1.37%	-11.00%	+9.63%
Average Drawdown Average peak-to-trough decline	-1.35%	-18.40%	+17.05%
Ulcer Index Depth and duration of drawdowns from previous peaks	0.40%	5.93%	-5.53%

Volatility

FJRLX vs. FNB - Volatility Comparison

The current volatility for Fidelity Limited Term Bond Fund (FJRLX) is 0.80%, while F.N.B. Corporation (FNB) has a volatility of 6.61%. This indicates that FJRLX experiences smaller price fluctuations and is considered to be less risky than FNB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	FJRLX	FNB	Difference
Volatility (1M) Calculated over the trailing 1-month period	0.80%	6.61%	-5.81%
Volatility (6M) Calculated over the trailing 6-month period	1.42%	19.79%	-18.37%
Volatility (1Y) Calculated over the trailing 1-year period	2.27%	30.78%	-28.51%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	2.73%	29.46%	-26.73%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	2.39%	35.44%	-33.05%