FJRLX vs. VSCSX
Compare and contrast key facts about Fidelity Limited Term Bond Fund (FJRLX) and Vanguard Short-Term Corporate Bond Index Fund Admiral Shares (VSCSX).
FJRLX is managed by Fidelity. It was launched on Feb 2, 1984. VSCSX is managed by Vanguard. It was launched on Nov 18, 2010.
Performance
FJRLX vs. VSCSX - Performance Comparison
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FJRLX vs. VSCSX - 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% |
VSCSX Vanguard Short-Term Corporate Bond Index Fund Admiral Shares | -0.08% | 6.75% | 5.36% | 6.11% | -5.72% | -0.43% | 5.06% | 6.85% | 0.88% | 2.46% |
Returns By Period
In the year-to-date period, FJRLX achieves a -0.40% return, which is significantly lower than VSCSX's -0.08% return. Over the past 10 years, FJRLX has underperformed VSCSX with an annualized return of 2.36%, while VSCSX has yielded a comparatively higher 2.73% 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%
VSCSX
- 1D
- 0.23%
- 1M
- -1.04%
- YTD
- -0.08%
- 6M
- 1.17%
- 1Y
- 4.67%
- 3Y*
- 5.44%
- 5Y*
- 2.41%
- 10Y*
- 2.73%
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FJRLX vs. VSCSX - Expense Ratio Comparison
FJRLX has a 0.45% expense ratio, which is higher than VSCSX's 0.07% expense ratio.
Return for Risk
FJRLX vs. VSCSX — Risk / Return Rank
FJRLX
VSCSX
FJRLX vs. VSCSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Limited Term Bond Fund (FJRLX) and Vanguard Short-Term Corporate Bond Index Fund Admiral Shares (VSCSX). 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 | VSCSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.05 | 2.41 | -0.36 |
Sortino ratioReturn per unit of downside risk | 3.33 | 3.58 | -0.25 |
Omega ratioGain probability vs. loss probability | 1.44 | 1.50 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 2.96 | 3.63 | -0.67 |
Martin ratioReturn relative to average drawdown | 11.94 | 14.67 | -2.73 |
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 | VSCSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.05 | 2.41 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.90 | -0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.99 | 1.16 | -0.17 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.01 | 1.35 | -0.34 |
Correlation
The correlation between FJRLX and VSCSX is 0.85, 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.
Dividends
FJRLX vs. VSCSX - Dividend Comparison
FJRLX's dividend yield for the trailing twelve months is around 3.70%, less than VSCSX's 4.02% 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% |
VSCSX Vanguard Short-Term Corporate Bond Index Fund Admiral Shares | 4.02% | 4.32% | 4.27% | 3.07% | 1.98% | 1.78% | 2.25% | 2.85% | 2.66% | 2.26% | 1.93% | 2.21% |
Drawdowns
FJRLX vs. VSCSX - Drawdown Comparison
The maximum FJRLX drawdown since its inception was -9.89%, which is greater than VSCSX's maximum drawdown of -9.36%. Use the drawdown chart below to compare losses from any high point for FJRLX and VSCSX.
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Drawdown Indicators
| FJRLX | VSCSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -9.89% | -9.36% | -0.53% |
Max Drawdown (1Y)Largest decline over 1 year | -1.63% | -1.36% | -0.27% |
Max Drawdown (5Y)Largest decline over 5 years | -9.71% | -9.36% | -0.35% |
Max Drawdown (10Y)Largest decline over 10 years | -9.89% | -9.36% | -0.53% |
Current DrawdownCurrent decline from peak | -1.37% | -1.04% | -0.33% |
Average DrawdownAverage peak-to-trough decline | -1.35% | -0.98% | -0.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.40% | 0.34% | +0.06% |
Volatility
FJRLX vs. VSCSX - Volatility Comparison
Fidelity Limited Term Bond Fund (FJRLX) and Vanguard Short-Term Corporate Bond Index Fund Admiral Shares (VSCSX) have volatilities of 0.80% and 0.81%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FJRLX | VSCSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.80% | 0.81% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 1.42% | 1.19% | +0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.27% | 1.98% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.73% | 2.70% | +0.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.39% | 2.36% | +0.03% |