FJRLX vs. IGSB
Compare and contrast key facts about Fidelity Limited Term Bond Fund (FJRLX) and iShares Short-Term Corporate Bond ETF (IGSB).
FJRLX is managed by Fidelity. It was launched on Feb 2, 1984. IGSB is a passively managed fund by iShares that tracks the performance of the ICE BofAML 1-5 Year US Corporate Index. It was launched on Jan 11, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FJRLX or IGSB.
Correlation
The correlation between FJRLX and IGSB is -0.06. 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.
Performance
FJRLX vs. IGSB - Performance Comparison
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Key characteristics
FJRLX:
2.56
IGSB:
2.73
FJRLX:
4.24
IGSB:
4.13
FJRLX:
1.57
IGSB:
1.56
FJRLX:
4.96
IGSB:
4.94
FJRLX:
12.47
IGSB:
14.45
FJRLX:
0.52%
IGSB:
0.46%
FJRLX:
2.47%
IGSB:
2.43%
FJRLX:
-9.55%
IGSB:
-13.38%
FJRLX:
-0.52%
IGSB:
-0.33%
Returns By Period
In the year-to-date period, FJRLX achieves a 2.12% return, which is significantly lower than IGSB's 2.31% return. Over the past 10 years, FJRLX has underperformed IGSB with an annualized return of 2.08%, while IGSB has yielded a comparatively higher 2.36% annualized return.
FJRLX
2.12%
0.93%
2.50%
6.47%
1.81%
2.08%
IGSB
2.31%
0.99%
2.52%
6.71%
2.32%
2.36%
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FJRLX vs. IGSB - Expense Ratio Comparison
FJRLX has a 0.45% expense ratio, which is higher than IGSB's 0.06% expense ratio.
Risk-Adjusted Performance
FJRLX vs. IGSB — Risk-Adjusted Performance Rank
FJRLX
IGSB
FJRLX vs. IGSB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond Fund (FJRLX) and iShares Short-Term Corporate Bond ETF (IGSB). 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. IGSB - Dividend Comparison
FJRLX's dividend yield for the trailing twelve months is around 3.59%, less than IGSB's 4.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJRLX Fidelity Limited Term Bond Fund | 3.59% | 3.36% | 2.38% | 1.63% | 1.28% | 1.89% | 2.44% | 2.28% | 1.80% | 1.61% | 1.87% | 1.96% |
IGSB iShares Short-Term Corporate Bond ETF | 4.21% | 4.02% | 3.26% | 2.07% | 1.82% | 2.37% | 3.07% | 2.46% | 1.65% | 1.45% | 1.18% | 0.94% |
Drawdowns
FJRLX vs. IGSB - Drawdown Comparison
The maximum FJRLX drawdown since its inception was -9.55%, smaller than the maximum IGSB drawdown of -13.38%. Use the drawdown chart below to compare losses from any high point for FJRLX and IGSB. For additional features, visit the drawdowns tool.
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Volatility
FJRLX vs. IGSB - Volatility Comparison
The current volatility for Fidelity Limited Term Bond Fund (FJRLX) is 0.87%, while iShares Short-Term Corporate Bond ETF (IGSB) has a volatility of 1.01%. This indicates that FJRLX experiences smaller price fluctuations and is considered to be less risky than IGSB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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