FSAHX vs. FIBUX
Compare and contrast key facts about Fidelity Short Duration High Income Fund (FSAHX) and Fidelity Flex U.S. Bond Index Fund (FIBUX).
FSAHX is managed by Fidelity. It was launched on Nov 5, 2013. FIBUX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSAHX or FIBUX.
Performance
FSAHX vs. FIBUX - Performance Comparison
Returns By Period
In the year-to-date period, FSAHX achieves a 7.73% return, which is significantly higher than FIBUX's 1.60% return.
FSAHX
7.73%
0.13%
4.77%
11.32%
3.81%
3.70%
FIBUX
1.60%
-1.54%
2.86%
6.40%
-0.50%
N/A
Key characteristics
| FSAHX | FIBUX | |
|---|---|---|
| Sharpe Ratio | 4.38 | 1.06 |
| Sortino Ratio | 8.02 | 1.56 |
| Omega Ratio | 2.30 | 1.19 |
| Calmar Ratio | 9.93 | 0.40 |
| Martin Ratio | 42.10 | 3.54 |
| Ulcer Index | 0.27% | 1.74% |
| Daily Std Dev | 2.54% | 5.78% |
| Max Drawdown | -16.77% | -19.46% |
| Current Drawdown | -0.33% | -10.00% |
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FSAHX vs. FIBUX - Expense Ratio Comparison
FSAHX has a 0.75% expense ratio, which is higher than FIBUX's 0.00% expense ratio.
Correlation
The correlation between FSAHX and FIBUX is 0.27, 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.
Risk-Adjusted Performance
FSAHX vs. FIBUX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Short Duration High Income Fund (FSAHX) and Fidelity Flex U.S. Bond Index Fund (FIBUX). 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.
Dividends
FSAHX vs. FIBUX - Dividend Comparison
FSAHX's dividend yield for the trailing twelve months is around 6.19%, more than FIBUX's 3.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
FSAHX Fidelity Short Duration High Income Fund | 6.19% | 5.97% | 4.35% | 3.39% | 3.48% | 4.23% | 4.51% | 4.11% | 4.31% | 4.83% | 3.61% |
FIBUX Fidelity Flex U.S. Bond Index Fund | 3.50% | 2.91% | 2.15% | 1.46% | 2.05% | 2.77% | 2.72% | 1.77% | 0.00% | 0.00% | 0.00% |
Drawdowns
FSAHX vs. FIBUX - Drawdown Comparison
The maximum FSAHX drawdown since its inception was -16.77%, smaller than the maximum FIBUX drawdown of -19.46%. Use the drawdown chart below to compare losses from any high point for FSAHX and FIBUX. For additional features, visit the drawdowns tool.
Volatility
FSAHX vs. FIBUX - Volatility Comparison
The current volatility for Fidelity Short Duration High Income Fund (FSAHX) is 0.61%, while Fidelity Flex U.S. Bond Index Fund (FIBUX) has a volatility of 1.63%. This indicates that FSAHX experiences smaller price fluctuations and is considered to be less risky than FIBUX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.