FSRRX vs. JPST
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. It was launched on May 17, 2017.
Performance
FSRRX vs. JPST - Performance Comparison
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FSRRX vs. JPST - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 5.76% | 10.45% | 5.84% | 4.59% | -3.34% | 15.84% | 3.74% | 10.48% | -3.99% | 2.29% |
JPST JPMorgan Ultra-Short Income ETF | 0.71% | 4.99% | 5.58% | 5.13% | 1.14% | 0.11% | 2.18% | 3.34% | 2.23% | 1.00% |
Returns By Period
In the year-to-date period, FSRRX achieves a 5.76% return, which is significantly higher than JPST's 0.71% return.
FSRRX
- 1D
- 0.21%
- 1M
- -0.53%
- YTD
- 5.76%
- 6M
- 8.09%
- 1Y
- 13.17%
- 3Y*
- 8.68%
- 5Y*
- 6.94%
- 10Y*
- 5.75%
JPST
- 1D
- 0.08%
- 1M
- 0.03%
- YTD
- 0.71%
- 6M
- 1.89%
- 1Y
- 4.41%
- 3Y*
- 5.12%
- 5Y*
- 3.50%
- 10Y*
- —
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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.
Return for Risk
FSRRX vs. JPST — Risk / Return Rank
FSRRX
JPST
FSRRX vs. JPST - Risk-Adjusted Trends 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.
| FSRRX | JPST | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.14 | 7.27 | -5.13 |
Sortino ratioReturn per unit of downside risk | 2.77 | 13.92 | -11.15 |
Omega ratioGain probability vs. loss probability | 1.45 | 3.41 | -1.97 |
Calmar ratioReturn relative to maximum drawdown | 2.32 | 14.93 | -12.61 |
Martin ratioReturn relative to average drawdown | 12.34 | 94.51 | -82.17 |
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
| FSRRX | JPST | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.14 | 7.27 | -5.13 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.01 | 6.16 | -5.15 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 3.16 | -2.58 |
Correlation
The correlation between FSRRX and JPST is 0.14, 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
FSRRX vs. JPST - Dividend Comparison
FSRRX's dividend yield for the trailing twelve months is around 4.43%, more than JPST's 4.36% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 4.43% | 4.68% | 4.82% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 9.39% | 1.57% | 2.34% | 1.75% |
JPST JPMorgan Ultra-Short Income ETF | 4.36% | 4.43% | 5.16% | 4.79% | 1.83% | 0.73% | 1.43% | 2.69% | 2.07% | 0.96% | 0.00% | 0.00% |
Drawdowns
FSRRX vs. JPST - Drawdown Comparison
The maximum FSRRX drawdown since its inception was -33.42%, which is greater than JPST's maximum drawdown of -3.28%. Use the drawdown chart below to compare losses from any high point for FSRRX and JPST.
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Drawdown Indicators
| FSRRX | JPST | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.42% | -3.28% | -30.14% |
Max Drawdown (1Y)Largest decline over 1 year | -5.80% | -0.30% | -5.50% |
Max Drawdown (5Y)Largest decline over 5 years | -12.78% | -0.79% | -11.99% |
Max Drawdown (10Y)Largest decline over 10 years | -19.93% | — | — |
Current DrawdownCurrent decline from peak | -0.74% | 0.00% | -0.74% |
Average DrawdownAverage peak-to-trough decline | -4.25% | -0.08% | -4.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.09% | 0.05% | +1.04% |
Volatility
FSRRX vs. JPST - Volatility Comparison
Fidelity Strategic Real Return Fund (FSRRX) has a higher volatility of 1.68% compared to JPMorgan Ultra-Short Income ETF (JPST) at 0.22%. This indicates that FSRRX's price experiences larger fluctuations and is considered to be riskier than JPST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSRRX | JPST | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.68% | 0.22% | +1.46% |
Volatility (6M)Calculated over the trailing 6-month period | 3.87% | 0.35% | +3.52% |
Volatility (1Y)Calculated over the trailing 1-year period | 6.32% | 0.61% | +5.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.91% | 0.57% | +6.34% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 6.73% | 0.94% | +5.79% |