FSRKX vs. CSTAX
Compare and contrast key facts about Fidelity Strategic Real Return Fund Class K6 (FSRKX) and American Funds College 2027 Fund (CSTAX).
FSRKX is managed by Fidelity. It was launched on Sep 7, 2005. CSTAX is managed by American Funds. It was launched on Sep 13, 2012.
Performance
FSRKX vs. CSTAX - Performance Comparison
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FSRKX vs. CSTAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
FSRKX Fidelity Strategic Real Return Fund Class K6 | 5.84% | 10.59% | 6.00% | 4.81% | -3.13% | 16.06% | 3.94% | 1.66% |
CSTAX American Funds College 2027 Fund | -0.65% | 9.00% | 5.57% | 6.57% | -9.87% | 6.52% | 7.66% | 3.28% |
Returns By Period
In the year-to-date period, FSRKX achieves a 5.84% return, which is significantly higher than CSTAX's -0.65% return.
FSRKX
- 1D
- 0.21%
- 1M
- -0.53%
- YTD
- 5.84%
- 6M
- 8.13%
- 1Y
- 13.42%
- 3Y*
- 8.89%
- 5Y*
- 7.15%
- 10Y*
- —
CSTAX
- 1D
- 0.25%
- 1M
- -2.48%
- YTD
- -0.65%
- 6M
- 0.73%
- 1Y
- 5.79%
- 3Y*
- 5.94%
- 5Y*
- 2.92%
- 10Y*
- 4.97%
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FSRKX vs. CSTAX - Expense Ratio Comparison
FSRKX has a 0.51% expense ratio, which is higher than CSTAX's 0.41% expense ratio.
Return for Risk
FSRKX vs. CSTAX — Risk / Return Rank
FSRKX
CSTAX
FSRKX vs. CSTAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund Class K6 (FSRKX) and American Funds College 2027 Fund (CSTAX). 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.
| FSRKX | CSTAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.08 | 1.73 | +0.35 |
Sortino ratioReturn per unit of downside risk | 2.62 | 2.47 | +0.15 |
Omega ratioGain probability vs. loss probability | 1.45 | 1.35 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.34 | 2.23 | +0.12 |
Martin ratioReturn relative to average drawdown | 12.55 | 9.16 | +3.39 |
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
| FSRKX | CSTAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.08 | 1.73 | +0.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.03 | 0.57 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.86 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.89 | 0.86 | +0.03 |
Correlation
The correlation between FSRKX and CSTAX is 0.64, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
FSRKX vs. CSTAX - Dividend Comparison
FSRKX's dividend yield for the trailing twelve months is around 4.56%, less than CSTAX's 5.30% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRKX Fidelity Strategic Real Return Fund Class K6 | 4.56% | 4.83% | 4.98% | 5.38% | 7.38% | 5.43% | 2.31% | 1.16% | 0.00% | 0.00% | 0.00% | 0.00% |
CSTAX American Funds College 2027 Fund | 5.30% | 5.26% | 3.78% | 3.17% | 3.40% | 7.52% | 5.72% | 4.00% | 4.78% | 3.90% | 4.34% | 4.49% |
Drawdowns
FSRKX vs. CSTAX - Drawdown Comparison
The maximum FSRKX drawdown since its inception was -19.93%, which is greater than CSTAX's maximum drawdown of -14.52%. Use the drawdown chart below to compare losses from any high point for FSRKX and CSTAX.
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Drawdown Indicators
| FSRKX | CSTAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.93% | -14.52% | -5.41% |
Max Drawdown (1Y)Largest decline over 1 year | -5.84% | -2.72% | -3.12% |
Max Drawdown (5Y)Largest decline over 5 years | -12.74% | -14.52% | +1.78% |
Max Drawdown (10Y)Largest decline over 10 years | — | -14.52% | — |
Current DrawdownCurrent decline from peak | -0.74% | -2.48% | +1.74% |
Average DrawdownAverage peak-to-trough decline | -3.29% | -2.37% | -0.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 0.66% | +0.43% |
Volatility
FSRKX vs. CSTAX - Volatility Comparison
Fidelity Strategic Real Return Fund Class K6 (FSRKX) has a higher volatility of 1.63% compared to American Funds College 2027 Fund (CSTAX) at 1.32%. This indicates that FSRKX's price experiences larger fluctuations and is considered to be riskier than CSTAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRKX | CSTAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.63% | 1.32% | +0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 3.84% | 2.05% | +1.79% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.60% | 3.47% | +3.13% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.96% | 5.16% | +1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 7.87% | 5.82% | +2.05% |