Correlation
The correlation between FNSOX and BPRIX is -0.05. 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.
FNSOX vs. BPRIX
Compare and contrast key facts about Fidelity Short-Term Bond Index Fund (FNSOX) and BlackRock Inflation Protected Bond Fund (BPRIX).
FNSOX is managed by Fidelity. It was launched on Oct 18, 2017. BPRIX is managed by Blackrock. It was launched on Jun 27, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FNSOX or BPRIX.
Performance
FNSOX vs. BPRIX - Performance Comparison
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Key characteristics
FNSOX:
2.56
BPRIX:
1.24
FNSOX:
3.80
BPRIX:
1.59
FNSOX:
1.51
BPRIX:
1.20
FNSOX:
3.88
BPRIX:
0.58
FNSOX:
9.10
BPRIX:
3.20
FNSOX:
0.66%
BPRIX:
1.74%
FNSOX:
2.48%
BPRIX:
5.06%
FNSOX:
-8.44%
BPRIX:
-13.82%
FNSOX:
-0.50%
BPRIX:
-3.97%
Returns By Period
In the year-to-date period, FNSOX achieves a 2.42% return, which is significantly lower than BPRIX's 3.06% return.
FNSOX
2.42%
-0.50%
2.51%
6.37%
3.10%
1.04%
N/A
BPRIX
3.06%
-0.38%
1.76%
6.25%
0.89%
1.71%
2.40%
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FNSOX vs. BPRIX - Expense Ratio Comparison
FNSOX has a 0.03% expense ratio, which is lower than BPRIX's 0.40% expense ratio.
Risk-Adjusted Performance
FNSOX vs. BPRIX — Risk-Adjusted Performance Rank
FNSOX
BPRIX
FNSOX vs. BPRIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Short-Term Bond Index Fund (FNSOX) and BlackRock Inflation Protected Bond Fund (BPRIX). 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
FNSOX vs. BPRIX - Dividend Comparison
FNSOX's dividend yield for the trailing twelve months is around 3.00%, less than BPRIX's 3.98% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FNSOX Fidelity Short-Term Bond Index Fund | 3.00% | 2.81% | 1.75% | 1.17% | 0.94% | 1.92% | 2.61% | 2.03% | 0.34% | 0.00% | 0.00% | 0.00% |
BPRIX BlackRock Inflation Protected Bond Fund | 3.98% | 3.62% | 3.46% | 7.80% | 6.41% | 1.49% | 2.30% | 2.80% | 2.21% | 1.19% | 2.06% | 2.89% |
Drawdowns
FNSOX vs. BPRIX - Drawdown Comparison
The maximum FNSOX drawdown since its inception was -8.44%, smaller than the maximum BPRIX drawdown of -13.82%. Use the drawdown chart below to compare losses from any high point for FNSOX and BPRIX.
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Volatility
FNSOX vs. BPRIX - Volatility Comparison
The current volatility for Fidelity Short-Term Bond Index Fund (FNSOX) is 0.72%, while BlackRock Inflation Protected Bond Fund (BPRIX) has a volatility of 1.50%. This indicates that FNSOX experiences smaller price fluctuations and is considered to be less risky than BPRIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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