FSHBX vs. FJRLX
Compare and contrast key facts about Fidelity Short-Term Bond Fund (FSHBX) and Fidelity Limited Term Bond Fund (FJRLX).
FSHBX is managed by Fidelity. It was launched on Sep 15, 1986. FJRLX is managed by Fidelity. It was launched on Feb 2, 1984.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSHBX or FJRLX.
Correlation
The correlation between FSHBX and FJRLX is -0.07. 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.
Performance
FSHBX vs. FJRLX - Performance Comparison
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Key characteristics
FSHBX:
2.75
FJRLX:
2.56
FSHBX:
4.71
FJRLX:
4.09
FSHBX:
1.70
FJRLX:
1.55
FSHBX:
6.13
FJRLX:
4.81
FSHBX:
17.34
FJRLX:
11.99
FSHBX:
0.33%
FJRLX:
0.52%
FSHBX:
2.13%
FJRLX:
2.47%
FSHBX:
-6.54%
FJRLX:
-9.55%
FSHBX:
-0.47%
FJRLX:
-0.43%
Returns By Period
In the year-to-date period, FSHBX achieves a 1.88% return, which is significantly lower than FJRLX's 2.21% return. Over the past 10 years, FSHBX has underperformed FJRLX with an annualized return of 1.82%, while FJRLX has yielded a comparatively higher 2.09% annualized return.
FSHBX
1.88%
0.35%
2.60%
5.87%
3.76%
1.69%
1.82%
FJRLX
2.21%
0.58%
2.68%
6.37%
4.06%
1.71%
2.09%
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FSHBX vs. FJRLX - Expense Ratio Comparison
Both FSHBX and FJRLX have an expense ratio of 0.45%.
Risk-Adjusted Performance
FSHBX vs. FJRLX — Risk-Adjusted Performance Rank
FSHBX
FJRLX
FSHBX vs. FJRLX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Short-Term Bond Fund (FSHBX) and Fidelity Limited Term Bond Fund (FJRLX). 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
FSHBX vs. FJRLX - Dividend Comparison
FSHBX's dividend yield for the trailing twelve months is around 4.14%, more than FJRLX's 3.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSHBX Fidelity Short-Term Bond Fund | 4.14% | 4.01% | 3.00% | 1.15% | 0.94% | 2.06% | 2.13% | 1.78% | 1.28% | 1.00% | 1.02% | 0.92% |
FJRLX Fidelity Limited Term Bond Fund | 3.58% | 3.36% | 2.38% | 1.63% | 1.28% | 1.89% | 2.44% | 2.28% | 1.80% | 1.61% | 1.87% | 1.96% |
Drawdowns
FSHBX vs. FJRLX - Drawdown Comparison
The maximum FSHBX drawdown since its inception was -6.54%, smaller than the maximum FJRLX drawdown of -9.55%. Use the drawdown chart below to compare losses from any high point for FSHBX and FJRLX. For additional features, visit the drawdowns tool.
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Volatility
FSHBX vs. FJRLX - Volatility Comparison
Fidelity Short-Term Bond Fund (FSHBX) and Fidelity Limited Term Bond Fund (FJRLX) have volatilities of 0.74% and 0.77%, 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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