Correlation
The correlation between FPCIX and FTBFX is -0.09. 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.
FPCIX vs. FTBFX
Compare and contrast key facts about Strategic Advisers Core Income Fund (FPCIX) and Fidelity Total Bond Fund (FTBFX).
FPCIX is managed by Fidelity. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FPCIX or FTBFX.
Performance
FPCIX vs. FTBFX - Performance Comparison
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Key characteristics
FPCIX:
1.18
FTBFX:
1.20
FPCIX:
1.55
FTBFX:
1.59
FPCIX:
1.18
FTBFX:
1.19
FPCIX:
0.54
FTBFX:
0.70
FPCIX:
2.80
FTBFX:
3.07
FPCIX:
2.05%
FTBFX:
1.83%
FPCIX:
5.46%
FTBFX:
5.27%
FPCIX:
-18.98%
FTBFX:
-17.61%
FPCIX:
-5.50%
FTBFX:
-3.06%
Returns By Period
In the year-to-date period, FPCIX achieves a 2.42% return, which is significantly higher than FTBFX's 2.19% return. Over the past 10 years, FPCIX has underperformed FTBFX with an annualized return of 2.07%, while FTBFX has yielded a comparatively higher 2.42% annualized return.
FPCIX
2.42%
-0.55%
1.09%
5.73%
1.83%
-0.12%
2.07%
FTBFX
2.19%
-0.53%
0.82%
5.63%
2.46%
0.57%
2.42%
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FPCIX vs. FTBFX - Expense Ratio Comparison
FPCIX has a 0.31% expense ratio, which is lower than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
FPCIX vs. FTBFX — Risk-Adjusted Performance Rank
FPCIX
FTBFX
FPCIX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Strategic Advisers Core Income Fund (FPCIX) and Fidelity Total Bond Fund (FTBFX). 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
FPCIX vs. FTBFX - Dividend Comparison
FPCIX's dividend yield for the trailing twelve months is around 4.15%, which matches FTBFX's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FPCIX Strategic Advisers Core Income Fund | 4.15% | 4.54% | 3.88% | 3.48% | 3.17% | 5.00% | 3.75% | 2.92% | 2.70% | 3.67% | 3.11% | 3.08% |
FTBFX Fidelity Total Bond Fund | 4.12% | 4.51% | 4.15% | 3.34% | 2.23% | 5.23% | 3.04% | 3.19% | 2.98% | 3.21% | 3.71% | 3.14% |
Drawdowns
FPCIX vs. FTBFX - Drawdown Comparison
The maximum FPCIX drawdown since its inception was -18.98%, which is greater than FTBFX's maximum drawdown of -17.61%. Use the drawdown chart below to compare losses from any high point for FPCIX and FTBFX.
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Volatility
FPCIX vs. FTBFX - Volatility Comparison
Strategic Advisers Core Income Fund (FPCIX) and Fidelity Total Bond Fund (FTBFX) have volatilities of 1.45% and 1.48%, 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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