FSANX vs. FBND
Compare and contrast key facts about Fidelity Asset Manager 60% Fund (FSANX) and Fidelity Total Bond ETF (FBND).
FSANX is managed by Blackrock. It was launched on Oct 9, 2007. FBND is an actively managed fund by Fidelity. It was launched on Oct 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSANX or FBND.
Correlation
The correlation between FSANX and FBND is 0.09, 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.
Performance
FSANX vs. FBND - Performance Comparison
Key characteristics
FSANX:
0.43
FBND:
1.05
FSANX:
0.70
FBND:
1.54
FSANX:
1.10
FBND:
1.18
FSANX:
0.43
FBND:
0.62
FSANX:
1.65
FBND:
3.02
FSANX:
3.09%
FBND:
1.89%
FSANX:
11.49%
FBND:
5.41%
FSANX:
-41.36%
FBND:
-17.25%
FSANX:
-3.76%
FBND:
-3.42%
Returns By Period
In the year-to-date period, FSANX achieves a 1.10% return, which is significantly lower than FBND's 2.24% return. Over the past 10 years, FSANX has outperformed FBND with an annualized return of 4.81%, while FBND has yielded a comparatively lower 2.25% annualized return.
FSANX
1.10%
4.12%
-2.23%
4.89%
6.92%
4.81%
FBND
2.24%
0.44%
1.28%
5.65%
0.63%
2.25%
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FSANX vs. FBND - Expense Ratio Comparison
FSANX has a 0.68% expense ratio, which is higher than FBND's 0.36% expense ratio.
Risk-Adjusted Performance
FSANX vs. FBND — Risk-Adjusted Performance Rank
FSANX
FBND
FSANX vs. FBND - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Asset Manager 60% Fund (FSANX) and Fidelity Total Bond ETF (FBND). 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
FSANX vs. FBND - Dividend Comparison
FSANX's dividend yield for the trailing twelve months is around 3.24%, less than FBND's 4.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSANX Fidelity Asset Manager 60% Fund | 3.24% | 3.28% | 1.93% | 4.44% | 2.52% | 1.89% | 4.14% | 4.43% | 2.95% | 1.58% | 1.78% | 7.81% |
FBND Fidelity Total Bond ETF | 4.66% | 4.73% | 4.26% | 3.07% | 1.86% | 4.25% | 2.90% | 2.93% | 2.56% | 2.84% | 3.26% | 0.66% |
Drawdowns
FSANX vs. FBND - Drawdown Comparison
The maximum FSANX drawdown since its inception was -41.36%, which is greater than FBND's maximum drawdown of -17.25%. Use the drawdown chart below to compare losses from any high point for FSANX and FBND. For additional features, visit the drawdowns tool.
Volatility
FSANX vs. FBND - Volatility Comparison
Fidelity Asset Manager 60% Fund (FSANX) has a higher volatility of 3.49% compared to Fidelity Total Bond ETF (FBND) at 1.82%. This indicates that FSANX's price experiences larger fluctuations and is considered to be riskier than FBND based on this measure. The chart below showcases a comparison of their rolling one-month volatility.