FSRRX vs. INPFX
FSRRX (Fidelity Strategic Real Return Fund) and INPFX (American Funds Conservative Growth and Income Portfolio Class F-1) are both Diversified Portfolio funds. Over the past 10 years, FSRRX returned 5.49%/yr vs 7.02%/yr for INPFX. Their 0.63 correlation means they have sometimes moved together and sometimes differently. FSRRX charges 0.70%/yr vs 0.66%/yr for INPFX.
Performance
FSRRX vs. INPFX - Performance Comparison
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Returns By Period
In the year-to-date period, FSRRX achieves a 8.37% return, which is significantly higher than INPFX's 5.60% return. Over the past 10 years, FSRRX has underperformed INPFX with an annualized return of 5.49%, while INPFX has yielded a comparatively higher 7.02% annualized return.
FSRRX
- 1D
- 0.00%
- 1M
- 2.05%
- 6M
- 4.71%
- YTD
- 8.37%
- 1Y
- 14.75%
- 3Y*
- 8.64%
- 5Y*
- 5.82%
- 10Y*
- 5.49%
- ALL TIME*
- 4.03%
INPFX
- 1D
- 0.48%
- 1M
- 0.14%
- 6M
- 3.63%
- YTD
- 5.60%
- 1Y
- 11.79%
- 3Y*
- 11.09%
- 5Y*
- 6.45%
- 10Y*
- 7.02%
- ALL TIME*
- 7.25%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
FSRRX vs. INPFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 8.37% | 10.45% | 5.84% | 4.59% | -3.34% | 15.84% | 3.74% | 10.48% | -3.99% | 3.00% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.60% | 14.29% | 9.20% | 9.46% | -8.74% | 12.90% | 5.67% | 15.76% | -3.57% | 11.43% |
Correlation
The correlation between FSRRX and INPFX is 0.49, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.49 |
Correlation (3Y) Balances recent behavior with more history. | 0.64 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.69 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.66 |
Correlation (All Time) Calculated using the full available price history since May 21, 2012 | 0.63 |
The correlation between FSRRX and INPFX shifts across timeframes, from 0.49 (1 year) to 0.69 (5 years), reflecting how their relationship changes across market environments.
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Return for Risk
FSRRX vs. INPFX — Risk / Return Rank
FSRRX
INPFX
FSRRX vs. INPFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund (FSRRX) and American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FSRRX | INPFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.10 | ||
| Sortino ratioReturn per unit of downside risk | +1.41 | ||
| Omega ratioGain probability vs. loss probability | 1.57 | 1.34 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 4.14 | 2.14 | +2.00 |
| Martin ratioReturn relative to average drawdown | 14.82 | 9.03 | +5.79 |
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Drawdowns
FSRRX vs. INPFX - Drawdown Comparison
The maximum FSRRX drawdown since its inception was -33.42%, which is greater than INPFX's maximum drawdown of -21.31%. Use the drawdown chart below to compare losses from any high point for FSRRX and INPFX.
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Drawdown Indicators
| FSRRX | INPFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.42% | -21.31% | -12.11% |
Max Drawdown (1Y)Largest decline over 1 year | -3.42% | -5.20% | +1.78% |
Max Drawdown (3Y)Largest decline over 3 years | -5.80% | -7.02% | +1.22% |
Max Drawdown (5Y)Largest decline over 5 years | -12.78% | -15.37% | +2.59% |
Max Drawdown (10Y)Largest decline over 10 years | -19.93% | -21.31% | +1.38% |
Current DrawdownCurrent decline from peak | -1.01% | -0.14% | -0.87% |
Average DrawdownAverage peak-to-trough decline | -4.20% | -2.28% | -1.92% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.95% | 1.23% | -0.28% |
Volatility
FSRRX vs. INPFX - Volatility Comparison
The current volatility for Fidelity Strategic Real Return Fund (FSRRX) is 1.25%, while American Funds Conservative Growth and Income Portfolio Class F-1 (INPFX) has a volatility of 1.41%. This indicates that FSRRX experiences smaller price fluctuations and is considered to be less risky than INPFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRRX | INPFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.25% | 1.41% | -0.16% |
Volatility (6M)Calculated over the trailing 6-month period | 3.77% | 4.90% | -1.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.90% | 6.13% | -1.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.87% | 7.54% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.72% | 8.31% | -1.59% |
FSRRX vs. INPFX - Expense Ratio Comparison
FSRRX has a 0.70% expense ratio, which is higher than INPFX's 0.66% expense ratio.
Dividends
FSRRX vs. INPFX - Dividend Comparison
FSRRX's dividend yield for the trailing twelve months is around 4.58%, less than INPFX's 5.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 4.58% | 4.68% | 4.82% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 9.39% | 1.57% | 2.34% | 1.75% |
INPFX American Funds Conservative Growth and Income Portfolio Class F-1 | 5.39% | 5.61% | 5.15% | 4.76% | 4.84% | 4.38% | 5.54% | 4.53% | 4.79% | 3.25% | 3.53% | 3.85% |
Frequently Asked Questions
FSRRX and INPFX have a correlation of 0.49, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
INPFX has higher volatility (1.41%) compared to FSRRX (1.25%). In terms of maximum drawdown, FSRRX dropped -33.42% vs INPFX's -21.31%.
FSRRX currently has the higher Sharpe Ratio (2.92 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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