FSIGX vs. FTBFX
Compare and contrast key facts about Fidelity Series Investment Grade Bond Fund (FSIGX) and Fidelity Total Bond Fund (FTBFX).
FSIGX 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: FSIGX or FTBFX.
Correlation
The correlation between FSIGX and FTBFX is 0.94, 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.
Performance
FSIGX vs. FTBFX - Performance Comparison
Key characteristics
FSIGX:
1.30
FTBFX:
1.29
FSIGX:
1.96
FTBFX:
1.93
FSIGX:
1.23
FTBFX:
1.23
FSIGX:
0.57
FTBFX:
0.62
FSIGX:
3.61
FTBFX:
3.80
FSIGX:
1.98%
FTBFX:
1.77%
FSIGX:
5.52%
FTBFX:
5.22%
FSIGX:
-19.36%
FTBFX:
-18.19%
FSIGX:
-6.02%
FTBFX:
-4.49%
Returns By Period
In the year-to-date period, FSIGX achieves a 1.78% return, which is significantly higher than FTBFX's 1.39% return. Over the past 10 years, FSIGX has underperformed FTBFX with an annualized return of 1.64%, while FTBFX has yielded a comparatively higher 1.86% annualized return.
FSIGX
1.78%
-0.43%
0.43%
6.94%
-0.11%
1.64%
FTBFX
1.39%
-1.00%
0.09%
6.85%
0.24%
1.86%
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FSIGX vs. FTBFX - Expense Ratio Comparison
Risk-Adjusted Performance
FSIGX vs. FTBFX — Risk-Adjusted Performance Rank
FSIGX
FTBFX
FSIGX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Investment Grade Bond Fund (FSIGX) 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.
Dividends
FSIGX vs. FTBFX - Dividend Comparison
FSIGX's dividend yield for the trailing twelve months is around 4.39%, less than FTBFX's 4.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIGX Fidelity Series Investment Grade Bond Fund | 4.39% | 4.38% | 4.00% | 3.16% | 2.17% | 2.58% | 3.09% | 3.20% | 2.52% | 2.78% | 3.50% | 2.68% |
FTBFX Fidelity Total Bond Fund | 4.51% | 4.51% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% |
Drawdowns
FSIGX vs. FTBFX - Drawdown Comparison
The maximum FSIGX drawdown since its inception was -19.36%, which is greater than FTBFX's maximum drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FSIGX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
FSIGX vs. FTBFX - Volatility Comparison
Fidelity Series Investment Grade Bond Fund (FSIGX) has a higher volatility of 2.13% compared to Fidelity Total Bond Fund (FTBFX) at 2.02%. This indicates that FSIGX's price experiences larger fluctuations and is considered to be riskier than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.