FJTDX vs. FDIAX
Compare and contrast key facts about Fidelity Flex Conservative Income Bond Fund (FJTDX) and Fidelity Advisor Limited Term Bond Fund Class A (FDIAX).
FJTDX is managed by Fidelity. It was launched on May 31, 2018. FDIAX is managed by Fidelity. It was launched on Sep 3, 1996.
Performance
FJTDX vs. FDIAX - Performance Comparison
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FJTDX vs. FDIAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FJTDX Fidelity Flex Conservative Income Bond Fund | 0.55% | 4.75% | 5.69% | 5.48% | 1.00% | 0.16% | 1.57% | 3.20% | 0.50% |
FDIAX Fidelity Advisor Limited Term Bond Fund Class A | -0.28% | 6.38% | 4.09% | 5.76% | -6.45% | -1.62% | 4.86% | 5.72% | 0.47% |
Returns By Period
In the year-to-date period, FJTDX achieves a 0.55% return, which is significantly higher than FDIAX's -0.28% return.
FJTDX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.55%
- 6M
- 1.62%
- 1Y
- 4.10%
- 3Y*
- 5.05%
- 5Y*
- 3.49%
- 10Y*
- —
FDIAX
- 1D
- 0.00%
- 1M
- -0.86%
- YTD
- -0.28%
- 6M
- 0.73%
- 1Y
- 4.09%
- 3Y*
- 4.66%
- 5Y*
- 1.69%
- 10Y*
- 2.03%
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FJTDX vs. FDIAX - Expense Ratio Comparison
FJTDX has a 0.00% expense ratio, which is lower than FDIAX's 0.75% expense ratio.
Return for Risk
FJTDX vs. FDIAX — Risk / Return Rank
FJTDX
FDIAX
FJTDX vs. FDIAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Conservative Income Bond Fund (FJTDX) and Fidelity Advisor Limited Term Bond Fund Class A (FDIAX). 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.
| FJTDX | FDIAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.21 | 1.82 | +1.39 |
Sortino ratioReturn per unit of downside risk | 11.70 | 2.87 | +8.82 |
Omega ratioGain probability vs. loss probability | 4.96 | 1.38 | +3.58 |
Calmar ratioReturn relative to maximum drawdown | 15.13 | 2.57 | +12.57 |
Martin ratioReturn relative to average drawdown | 67.31 | 10.04 | +57.26 |
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
| FJTDX | FDIAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.21 | 1.82 | +1.39 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.49 | 0.62 | +1.86 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.85 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.37 | 1.04 | +1.33 |
Correlation
The correlation between FJTDX and FDIAX is 0.37, 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.
Dividends
FJTDX vs. FDIAX - Dividend Comparison
FJTDX's dividend yield for the trailing twelve months is around 4.11%, more than FDIAX's 3.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FJTDX Fidelity Flex Conservative Income Bond Fund | 4.11% | 4.63% | 5.42% | 4.70% | 1.39% | 0.36% | 1.45% | 2.65% | 1.17% | 0.00% | 0.00% | 0.00% |
FDIAX Fidelity Advisor Limited Term Bond Fund Class A | 3.42% | 3.63% | 2.57% | 1.90% | 1.03% | 1.09% | 2.09% | 2.14% | 1.99% | 1.48% | 1.55% | 1.31% |
Drawdowns
FJTDX vs. FDIAX - Drawdown Comparison
The maximum FJTDX drawdown since its inception was -1.90%, smaller than the maximum FDIAX drawdown of -12.45%. Use the drawdown chart below to compare losses from any high point for FJTDX and FDIAX.
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Drawdown Indicators
| FJTDX | FDIAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.90% | -12.45% | +10.55% |
Max Drawdown (1Y)Largest decline over 1 year | -0.30% | -1.63% | +1.33% |
Max Drawdown (5Y)Largest decline over 5 years | -0.90% | -9.99% | +9.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -10.20% | — |
Current DrawdownCurrent decline from peak | -0.10% | -1.20% | +1.10% |
Average DrawdownAverage peak-to-trough decline | -0.08% | -1.72% | +1.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.07% | 0.42% | -0.35% |
Volatility
FJTDX vs. FDIAX - Volatility Comparison
The current volatility for Fidelity Flex Conservative Income Bond Fund (FJTDX) is 0.10%, while Fidelity Advisor Limited Term Bond Fund Class A (FDIAX) has a volatility of 0.81%. This indicates that FJTDX experiences smaller price fluctuations and is considered to be less risky than FDIAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FJTDX | FDIAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.10% | 0.81% | -0.71% |
Volatility (6M)Calculated over the trailing 6-month period | 0.87% | 1.37% | -0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.29% | 2.22% | -0.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.41% | 2.73% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.27% | 2.38% | -1.11% |