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FSRRX vs. JPST
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

FSRRX vs. JPST

Last updated May 12, 2025

Compare and contrast key facts about Fidelity Strategic Real Return Fund (FSRRX) and JPMorgan Ultra-Short Income ETF (JPST).

FSRRX is managed by Fidelity. It was launched on Sep 7, 2005. JPST is an actively managed fund by JPMorgan Chase. It was launched on May 17, 2017.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRRX or JPST.

Correlation

The correlation between FSRRX and JPST is -0.74. 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.

Performance

FSRRX vs. JPST - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Strategic Real Return Fund (FSRRX) and JPMorgan Ultra-Short Income ETF (JPST). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

FSRRX:

2.80%

JPST:

0.65%

Max Drawdown

FSRRX:

0.00%

JPST:

-0.04%

Current Drawdown

FSRRX:

0.00%

JPST:

-0.02%

Returns By Period

FSRRX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

JPST

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

Compare stocks, funds, or ETFs

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FSRRX vs. JPST - Expense Ratio Comparison

FSRRX has a 0.70% expense ratio, which is higher than JPST's 0.18% expense ratio.

FSRRX
Fidelity Strategic Real Return Fund
JPST
JPMorgan Ultra-Short Income ETF

Risk-Adjusted Performance

FSRRX vs. JPST — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FSRRX
The Risk-Adjusted Performance Rank of FSRRX is 7575
Overall Rank
The Sharpe Ratio Rank of FSRRX is 7171
Sharpe Ratio Rank
The Sortino Ratio Rank of FSRRX is 6969
Sortino Ratio Rank
The Omega Ratio Rank of FSRRX is 7272
Omega Ratio Rank
The Calmar Ratio Rank of FSRRX is 8282
Calmar Ratio Rank
The Martin Ratio Rank of FSRRX is 8181
Martin Ratio Rank
JPST
The Risk-Adjusted Performance Rank of JPST is 9999
Overall Rank
The Sharpe Ratio Rank of JPST is 9999
Sharpe Ratio Rank
The Sortino Ratio Rank of JPST is 9999
Sortino Ratio Rank
The Omega Ratio Rank of JPST is 9999
Omega Ratio Rank
The Calmar Ratio Rank of JPST is 9999
Calmar Ratio Rank
The Martin Ratio Rank of JPST is 9999
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

FSRRX vs. JPST - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund (FSRRX) and JPMorgan Ultra-Short Income ETF (JPST). 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.

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Dividends

FSRRX vs. JPST - Dividend Comparison

FSRRX's dividend yield for the trailing twelve months is around 4.75%, while JPST has not paid dividends to shareholders.

TTM20242023202220212020201920182017201620152014
FSRRX
Fidelity Strategic Real Return Fund		4.75%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
JPST
JPMorgan Ultra-Short Income ETF		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

FSRRX vs. JPST - Drawdown Comparison

The maximum FSRRX drawdown since its inception was 0.00%, smaller than the maximum JPST drawdown of -0.04%. Use the drawdown chart below to compare losses from any high point for FSRRX and JPST. For additional features, visit the drawdowns tool.

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Volatility

FSRRX vs. JPST - Volatility Comparison

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