FJTDX vs. FYBTX
Compare and contrast key facts about Fidelity Flex Conservative Income Bond Fund (FJTDX) and Fidelity Series Short-Term Credit Fund (FYBTX).
FJTDX is managed by Fidelity. It was launched on May 31, 2018. FYBTX is managed by Fidelity. It was launched on Mar 27, 2015.
Performance
FJTDX vs. FYBTX - Performance Comparison
Loading graphics...
FJTDX vs. FYBTX - 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% |
FYBTX Fidelity Series Short-Term Credit Fund | 0.00% | 5.72% | 5.13% | 6.08% | -3.50% | -0.54% | 3.99% | 5.07% | 0.78% |
Returns By Period
FJTDX
- 1D
- 0.00%
- 1M
- -0.10%
- YTD
- 0.55%
- 6M
- 1.62%
- 1Y
- 4.10%
- 3Y*
- 5.05%
- 5Y*
- 3.49%
- 10Y*
- —
FYBTX
- 1D
- 0.10%
- 1M
- -0.70%
- YTD
- 0.00%
- 6M
- 1.06%
- 1Y
- 3.89%
- 3Y*
- 5.06%
- 5Y*
- 2.62%
- 10Y*
- 2.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FJTDX vs. FYBTX - Expense Ratio Comparison
FJTDX has a 0.00% expense ratio, which is lower than FYBTX's 0.00% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FJTDX vs. FYBTX — Risk / Return Rank
FJTDX
FYBTX
FJTDX vs. FYBTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Flex Conservative Income Bond Fund (FJTDX) and Fidelity Series Short-Term Credit Fund (FYBTX). 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 | FYBTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 3.21 | 1.98 | +1.23 |
Sortino ratioReturn per unit of downside risk | 11.70 | 3.55 | +8.15 |
Omega ratioGain probability vs. loss probability | 4.96 | 1.49 | +3.47 |
Calmar ratioReturn relative to maximum drawdown | 15.13 | 3.68 | +11.46 |
Martin ratioReturn relative to average drawdown | 67.60 | 13.27 | +54.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FJTDX | FYBTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 3.21 | 1.98 | +1.23 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 2.49 | 1.22 | +1.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.33 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 2.37 | 1.35 | +1.02 |
Correlation
The correlation between FJTDX and FYBTX is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FJTDX vs. FYBTX - Dividend Comparison
FJTDX's dividend yield for the trailing twelve months is around 4.11%, less than FYBTX's 4.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FYBTX Fidelity Series Short-Term Credit Fund | 4.34% | 4.66% | 3.67% | 2.76% | 1.26% | 1.65% | 2.31% | 2.72% | 2.45% | 1.59% | 1.24% |
Drawdowns
FJTDX vs. FYBTX - Drawdown Comparison
The maximum FJTDX drawdown since its inception was -1.90%, smaller than the maximum FYBTX drawdown of -6.00%. Use the drawdown chart below to compare losses from any high point for FJTDX and FYBTX.
Loading graphics...
Drawdown Indicators
| FJTDX | FYBTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -1.90% | -6.00% | +4.10% |
Max Drawdown (1Y)Largest decline over 1 year | -0.30% | -1.19% | +0.89% |
Max Drawdown (5Y)Largest decline over 5 years | -0.90% | -6.00% | +5.10% |
Max Drawdown (10Y)Largest decline over 10 years | — | -6.00% | — |
Current DrawdownCurrent decline from peak | -0.10% | -0.89% | +0.79% |
Average DrawdownAverage peak-to-trough decline | -0.08% | -0.72% | +0.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.07% | 0.33% | -0.26% |
Volatility
FJTDX vs. FYBTX - Volatility Comparison
The current volatility for Fidelity Flex Conservative Income Bond Fund (FJTDX) is 0.10%, while Fidelity Series Short-Term Credit Fund (FYBTX) has a volatility of 0.53%. This indicates that FJTDX experiences smaller price fluctuations and is considered to be less risky than FYBTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FJTDX | FYBTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.10% | 0.53% | -0.43% |
Volatility (6M)Calculated over the trailing 6-month period | 0.87% | 1.31% | -0.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 1.35% | 2.05% | -0.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 1.41% | 2.16% | -0.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 1.27% | 1.90% | -0.63% |