FJRLX vs. FNSOX
Compare and contrast key facts about Fidelity Limited Term Bond Fund (FJRLX) and Fidelity Short-Term Bond Index Fund (FNSOX).
FJRLX is managed by Fidelity. It was launched on Feb 2, 1984. FNSOX is managed by Fidelity. It was launched on Oct 18, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJRLX or FNSOX.
Correlation
The correlation between FJRLX and FNSOX is 0.01, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
FJRLX vs. FNSOX - Performance Comparison
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Key characteristics
FJRLX:
2.60
FNSOX:
2.47
FJRLX:
4.29
FNSOX:
4.03
FJRLX:
1.58
FNSOX:
1.53
FJRLX:
5.03
FNSOX:
2.49
FJRLX:
12.65
FNSOX:
9.86
FJRLX:
0.52%
FNSOX:
0.63%
FJRLX:
2.47%
FNSOX:
2.48%
FJRLX:
-9.55%
FNSOX:
-8.83%
FJRLX:
-0.43%
FNSOX:
-0.60%
Returns By Period
The year-to-date returns for both investments are quite close, with FJRLX having a 2.21% return and FNSOX slightly higher at 2.32%.
FJRLX
2.21%
1.02%
2.59%
6.46%
1.81%
2.09%
FNSOX
2.32%
0.60%
2.72%
6.15%
0.97%
N/A
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FJRLX vs. FNSOX - Expense Ratio Comparison
FJRLX has a 0.45% expense ratio, which is higher than FNSOX's 0.03% expense ratio.
Risk-Adjusted Performance
FJRLX vs. FNSOX — Risk-Adjusted Performance Rank
FJRLX
FNSOX
FJRLX vs. FNSOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond Fund (FJRLX) and Fidelity Short-Term Bond Index Fund (FNSOX). 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
FJRLX vs. FNSOX - Dividend Comparison
FJRLX's dividend yield for the trailing twelve months is around 3.58%, more than FNSOX's 3.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJRLX Fidelity Limited Term Bond Fund | 3.58% | 3.36% | 2.38% | 1.63% | 1.28% | 1.89% | 2.44% | 2.28% | 1.80% | 1.61% | 1.87% | 1.96% |
FNSOX Fidelity Short-Term Bond Index Fund | 3.00% | 2.81% | 1.75% | 1.17% | 0.76% | 1.45% | 2.35% | 2.03% | 0.34% | 0.00% | 0.00% | 0.00% |
Drawdowns
FJRLX vs. FNSOX - Drawdown Comparison
The maximum FJRLX drawdown since its inception was -9.55%, which is greater than FNSOX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for FJRLX and FNSOX. For additional features, visit the drawdowns tool.
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Volatility
FJRLX vs. FNSOX - Volatility Comparison
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