FSRNX vs. FUAMX
Compare and contrast key facts about Fidelity Real Estate Index Fund (FSRNX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX).
FSRNX is a passively managed fund by Fidelity that tracks the performance of the MSCI US IMI Real Estate 25/25 Index. It was launched on Aug 9, 2011. FUAMX is managed by Fidelity.
Performance
FSRNX vs. FUAMX - Performance Comparison
Loading graphics...
FSRNX vs. FUAMX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRNX Fidelity Real Estate Index Fund | -0.56% | 3.03% | 4.99% | 11.93% | -26.14% | 40.66% | -11.31% | 23.78% | -4.91% | 0.91% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | -0.46% | 8.00% | 0.40% | 4.08% | -13.06% | -3.19% | 8.86% | 7.25% | 1.25% | -0.35% |
Returns By Period
In the year-to-date period, FSRNX achieves a -0.56% return, which is significantly lower than FUAMX's -0.46% return.
FSRNX
- 1D
- 0.44%
- 1M
- -7.86%
- YTD
- -0.56%
- 6M
- -3.07%
- 1Y
- -0.02%
- 3Y*
- 5.74%
- 5Y*
- 2.79%
- 10Y*
- 3.12%
FUAMX
- 1D
- 0.62%
- 1M
- -2.50%
- YTD
- -0.46%
- 6M
- 0.44%
- 1Y
- 3.70%
- 3Y*
- 2.80%
- 5Y*
- -0.18%
- 10Y*
- —
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FSRNX vs. FUAMX - Expense Ratio Comparison
FSRNX has a 0.07% expense ratio, which is higher than FUAMX's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
FSRNX vs. FUAMX — Risk / Return Rank
FSRNX
FUAMX
FSRNX vs. FUAMX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Real Estate Index Fund (FSRNX) and Fidelity Intermediate Treasury Bond Index Fund (FUAMX). 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.
| FSRNX | FUAMX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.05 | 0.89 | -0.83 |
Sortino ratioReturn per unit of downside risk | 0.19 | 1.32 | -1.14 |
Omega ratioGain probability vs. loss probability | 1.03 | 1.16 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.06 | 1.60 | -1.54 |
Martin ratioReturn relative to average drawdown | 0.24 | 4.58 | -4.33 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FSRNX | FUAMX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | 0.89 | -0.83 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | -0.03 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.15 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.22 | +0.10 |
Correlation
The correlation between FSRNX and FUAMX is 0.16, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
FSRNX vs. FUAMX - Dividend Comparison
FSRNX's dividend yield for the trailing twelve months is around 2.79%, less than FUAMX's 3.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRNX Fidelity Real Estate Index Fund | 2.79% | 2.77% | 2.86% | 2.84% | 2.66% | 1.25% | 3.33% | 4.52% | 3.62% | 2.27% | 3.40% | 2.57% |
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.36% | 3.52% | 3.58% | 2.20% | 1.24% | 1.76% | 2.90% | 2.16% | 2.23% | 0.49% | 0.00% | 0.00% |
Drawdowns
FSRNX vs. FUAMX - Drawdown Comparison
The maximum FSRNX drawdown since its inception was -44.26%, which is greater than FUAMX's maximum drawdown of -20.25%. Use the drawdown chart below to compare losses from any high point for FSRNX and FUAMX.
Loading graphics...
Drawdown Indicators
| FSRNX | FUAMX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -44.26% | -20.25% | -24.01% |
Max Drawdown (1Y)Largest decline over 1 year | -12.45% | -3.10% | -9.35% |
Max Drawdown (5Y)Largest decline over 5 years | -34.27% | -18.27% | -16.00% |
Max Drawdown (10Y)Largest decline over 10 years | -44.26% | — | — |
Current DrawdownCurrent decline from peak | -11.07% | -6.87% | -4.20% |
Average DrawdownAverage peak-to-trough decline | -9.77% | -7.33% | -2.44% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.18% | 1.08% | +2.10% |
Volatility
FSRNX vs. FUAMX - Volatility Comparison
Fidelity Real Estate Index Fund (FSRNX) has a higher volatility of 4.21% compared to Fidelity Intermediate Treasury Bond Index Fund (FUAMX) at 1.72%. This indicates that FSRNX's price experiences larger fluctuations and is considered to be riskier than FUAMX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FSRNX | FUAMX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.21% | 1.72% | +2.49% |
Volatility (6M)Calculated over the trailing 6-month period | 9.20% | 2.91% | +6.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.38% | 4.89% | +11.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.89% | 6.61% | +12.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.41% | 5.87% | +15.54% |