Correlation
The correlation between FSIGX and FTHRX is -0.15. 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.
FSIGX vs. FTHRX
Compare and contrast key facts about Fidelity Series Investment Grade Bond Fund (FSIGX) and Fidelity Intermediate Bond Fund (FTHRX).
FSIGX is managed by Fidelity. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSIGX or FTHRX.
Performance
FSIGX vs. FTHRX - Performance Comparison
Loading data...
Key characteristics
FSIGX:
1.19
FTHRX:
1.85
FSIGX:
1.59
FTHRX:
2.66
FSIGX:
1.19
FTHRX:
1.33
FSIGX:
0.69
FTHRX:
1.19
FSIGX:
2.85
FTHRX:
5.45
FSIGX:
2.06%
FTHRX:
1.12%
FSIGX:
5.54%
FTHRX:
3.57%
FSIGX:
-17.59%
FTHRX:
-12.77%
FSIGX:
-3.33%
FTHRX:
-0.58%
Returns By Period
In the year-to-date period, FSIGX achieves a 2.45% return, which is significantly lower than FTHRX's 2.67% return. Over the past 10 years, FSIGX has outperformed FTHRX with an annualized return of 2.40%, while FTHRX has yielded a comparatively lower 2.02% annualized return.
FSIGX
2.45%
-0.89%
1.01%
6.59%
2.32%
0.46%
2.40%
FTHRX
2.67%
-0.58%
2.19%
6.63%
2.85%
0.81%
2.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSIGX vs. FTHRX - Expense Ratio Comparison
Risk-Adjusted Performance
FSIGX vs. FTHRX — Risk-Adjusted Performance Rank
FSIGX
FTHRX
FSIGX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Investment Grade Bond Fund (FSIGX) and Fidelity Intermediate Bond Fund (FTHRX). 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.
Loading data...
Dividends
FSIGX vs. FTHRX - Dividend Comparison
FSIGX's dividend yield for the trailing twelve months is around 4.38%, more than FTHRX's 3.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSIGX Fidelity Series Investment Grade Bond Fund | 4.38% | 4.38% | 4.00% | 3.16% | 2.25% | 6.50% | 3.09% | 3.20% | 2.62% | 3.82% | 3.58% | 2.68% |
FTHRX Fidelity Intermediate Bond Fund | 3.51% | 3.49% | 2.94% | 2.04% | 1.81% | 4.31% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
FSIGX vs. FTHRX - Drawdown Comparison
The maximum FSIGX drawdown since its inception was -17.59%, which is greater than FTHRX's maximum drawdown of -12.77%. Use the drawdown chart below to compare losses from any high point for FSIGX and FTHRX.
Loading data...
Volatility
FSIGX vs. FTHRX - Volatility Comparison
Fidelity Series Investment Grade Bond Fund (FSIGX) has a higher volatility of 1.46% compared to Fidelity Intermediate Bond Fund (FTHRX) at 0.97%. This indicates that FSIGX's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...