FSIGX vs. FBNDX
Compare and contrast key facts about Fidelity Series Investment Grade Bond Fund (FSIGX) and Fidelity Investment Grade Bond Fund (FBNDX).
FSIGX is managed by Fidelity. FBNDX is managed by Fidelity. It was launched on Aug 6, 1971.
Performance
FSIGX vs. FBNDX - Performance Comparison
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FSIGX vs. FBNDX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSIGX Fidelity Series Investment Grade Bond Fund | -0.32% | 7.65% | 1.79% | 6.82% | -13.30% | -0.67% | 9.71% | 9.75% | -0.15% | 4.39% |
FBNDX Fidelity Investment Grade Bond Fund | -0.50% | 7.37% | 0.93% | 6.51% | -14.04% | -1.13% | 9.79% | 9.82% | -0.35% | 3.92% |
Returns By Period
In the year-to-date period, FSIGX achieves a -0.32% return, which is significantly higher than FBNDX's -0.50% return. Over the past 10 years, FSIGX has outperformed FBNDX with an annualized return of 2.47%, while FBNDX has yielded a comparatively lower 2.21% annualized return.
FSIGX
- 1D
- 0.50%
- 1M
- -2.32%
- YTD
- -0.32%
- 6M
- 0.65%
- 1Y
- 4.18%
- 3Y*
- 4.11%
- 5Y*
- 0.73%
- 10Y*
- 2.47%
FBNDX
- 1D
- 0.56%
- 1M
- -2.30%
- YTD
- -0.50%
- 6M
- 0.36%
- 1Y
- 3.77%
- 3Y*
- 3.56%
- 5Y*
- 0.23%
- 10Y*
- 2.21%
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FSIGX vs. FBNDX - Expense Ratio Comparison
Return for Risk
FSIGX vs. FBNDX — Risk / Return Rank
FSIGX
FBNDX
FSIGX vs. FBNDX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Investment Grade Bond Fund (FSIGX) and Fidelity Investment Grade Bond Fund (FBNDX). 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.
| FSIGX | FBNDX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.06 | 0.96 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.53 | 1.39 | +0.14 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.89 | 1.73 | +0.16 |
Martin ratioReturn relative to average drawdown | 5.44 | 5.05 | +0.39 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FSIGX | FBNDX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.06 | 0.96 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.12 | 0.04 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.44 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.53 | +0.34 |
Correlation
The correlation between FSIGX and FBNDX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSIGX vs. FBNDX - Dividend Comparison
FSIGX's dividend yield for the trailing twelve months is around 3.91%, more than FBNDX's 3.58% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIGX Fidelity Series Investment Grade Bond Fund | 3.91% | 4.24% | 4.01% | 4.00% | 2.37% | 1.88% | 6.32% | 3.09% | 3.20% | 2.86% | 4.32% | 3.07% |
FBNDX Fidelity Investment Grade Bond Fund | 3.58% | 3.87% | 3.34% | 3.56% | 1.98% | 1.34% | 4.70% | 2.75% | 2.86% | 2.18% | 2.72% | 2.66% |
Drawdowns
FSIGX vs. FBNDX - Drawdown Comparison
The maximum FSIGX drawdown since its inception was -18.22%, smaller than the maximum FBNDX drawdown of -42.76%. Use the drawdown chart below to compare losses from any high point for FSIGX and FBNDX.
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Drawdown Indicators
| FSIGX | FBNDX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.22% | -42.76% | +24.54% |
Max Drawdown (1Y)Largest decline over 1 year | -2.86% | -2.88% | +0.02% |
Max Drawdown (5Y)Largest decline over 5 years | -18.22% | -18.74% | +0.52% |
Max Drawdown (10Y)Largest decline over 10 years | -18.22% | -18.74% | +0.52% |
Current DrawdownCurrent decline from peak | -2.32% | -2.44% | +0.12% |
Average DrawdownAverage peak-to-trough decline | -2.70% | -10.37% | +7.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.99% | 0.99% | 0.00% |
Volatility
FSIGX vs. FBNDX - Volatility Comparison
The current volatility for Fidelity Series Investment Grade Bond Fund (FSIGX) is 1.53%, while Fidelity Investment Grade Bond Fund (FBNDX) has a volatility of 1.63%. This indicates that FSIGX experiences smaller price fluctuations and is considered to be less risky than FBNDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSIGX | FBNDX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.53% | 1.63% | -0.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.62% | 2.74% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.53% | 4.63% | -0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.04% | 6.00% | +0.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.01% | 5.00% | +0.01% |