FJRLX vs. FTBFX
Compare and contrast key facts about Fidelity Limited Term Bond Fund (FJRLX) and Fidelity Total Bond Fund (FTBFX).
FJRLX is managed by Fidelity. It was launched on Feb 2, 1984. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJRLX or FTBFX.
Correlation
The correlation between FJRLX and FTBFX is 0.83, 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
FJRLX vs. FTBFX - Performance Comparison
Key characteristics
FJRLX:
1.84
FTBFX:
0.49
FJRLX:
2.82
FTBFX:
0.73
FJRLX:
1.38
FTBFX:
1.09
FJRLX:
2.41
FTBFX:
0.24
FJRLX:
7.75
FTBFX:
1.42
FJRLX:
0.57%
FTBFX:
1.83%
FJRLX:
2.41%
FTBFX:
5.33%
FJRLX:
-9.55%
FTBFX:
-18.19%
FJRLX:
-1.19%
FTBFX:
-6.89%
Returns By Period
In the year-to-date period, FJRLX achieves a -0.35% return, which is significantly higher than FTBFX's -1.06% return. Over the past 10 years, FJRLX has outperformed FTBFX with an annualized return of 1.85%, while FTBFX has yielded a comparatively lower 1.74% annualized return.
FJRLX
-0.35%
-0.67%
1.61%
3.95%
1.42%
1.85%
FTBFX
-1.06%
-2.06%
-0.59%
1.64%
-0.01%
1.74%
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FJRLX vs. FTBFX - Expense Ratio Comparison
Both FJRLX and FTBFX have an expense ratio of 0.45%.
Risk-Adjusted Performance
FJRLX vs. FTBFX — Risk-Adjusted Performance Rank
FJRLX
FTBFX
FJRLX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond Fund (FJRLX) and Fidelity Total Bond Fund (FTBFX). 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
FJRLX vs. FTBFX - Dividend Comparison
FJRLX's dividend yield for the trailing twelve months is around 3.06%, less than FTBFX's 4.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJRLX Fidelity Limited Term Bond Fund | 3.06% | 3.05% | 2.38% | 1.63% | 1.28% | 1.89% | 2.44% | 2.28% | 1.80% | 1.61% | 1.87% | 1.96% |
FTBFX Fidelity Total Bond Fund | 4.47% | 4.42% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% |
Drawdowns
FJRLX vs. FTBFX - Drawdown Comparison
The maximum FJRLX drawdown since its inception was -9.55%, smaller than the maximum FTBFX drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FJRLX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
FJRLX vs. FTBFX - Volatility Comparison
The current volatility for Fidelity Limited Term Bond Fund (FJRLX) is 0.59%, while Fidelity Total Bond Fund (FTBFX) has a volatility of 1.26%. This indicates that FJRLX experiences smaller price fluctuations and is considered to be less risky than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.