FSRRX vs. VTIFX
Compare and contrast key facts about Fidelity Strategic Real Return Fund (FSRRX) and Vanguard Total International Bond Index Fund Institutional Shares (VTIFX).
FSRRX is managed by Fidelity. It was launched on Sep 7, 2005. VTIFX is managed by Vanguard. It was launched on May 31, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSRRX or VTIFX.
Correlation
The correlation between FSRRX and VTIFX 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.
Performance
FSRRX vs. VTIFX - Performance Comparison
Key characteristics
FSRRX:
0.75
VTIFX:
0.93
FSRRX:
0.99
VTIFX:
1.37
FSRRX:
1.14
VTIFX:
1.15
FSRRX:
0.62
VTIFX:
0.34
FSRRX:
3.94
VTIFX:
3.19
FSRRX:
1.07%
VTIFX:
1.02%
FSRRX:
5.61%
VTIFX:
3.49%
FSRRX:
-33.43%
VTIFX:
-16.74%
FSRRX:
-4.02%
VTIFX:
-4.80%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FSRRX at 3.58% and VTIFX at 3.58%. Over the past 10 years, FSRRX has outperformed VTIFX with an annualized return of 3.37%, while VTIFX has yielded a comparatively lower 1.90% annualized return.
FSRRX
3.58%
-3.24%
0.22%
3.70%
4.80%
3.37%
VTIFX
3.58%
0.47%
3.57%
3.48%
-0.08%
1.90%
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FSRRX vs. VTIFX - Expense Ratio Comparison
FSRRX has a 0.70% expense ratio, which is higher than VTIFX's 0.07% expense ratio.
Risk-Adjusted Performance
FSRRX vs. VTIFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Strategic Real Return Fund (FSRRX) and Vanguard Total International Bond Index Fund Institutional Shares (VTIFX). 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.
Dividends
FSRRX vs. VTIFX - Dividend Comparison
FSRRX's dividend yield for the trailing twelve months is around 3.25%, more than VTIFX's 1.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSRRX Fidelity Strategic Real Return Fund | 3.25% | 5.29% | 7.31% | 5.35% | 2.25% | 3.05% | 3.96% | 2.49% | 2.14% | 1.63% | 2.18% | 2.24% |
VTIFX Vanguard Total International Bond Index Fund Institutional Shares | 1.88% | 4.44% | 1.52% | 3.07% | 0.97% | 3.41% | 3.04% | 2.29% | 1.95% | 1.68% | 1.60% | 0.90% |
Drawdowns
FSRRX vs. VTIFX - Drawdown Comparison
The maximum FSRRX drawdown since its inception was -33.43%, which is greater than VTIFX's maximum drawdown of -16.74%. Use the drawdown chart below to compare losses from any high point for FSRRX and VTIFX. For additional features, visit the drawdowns tool.
Volatility
FSRRX vs. VTIFX - Volatility Comparison
Fidelity Strategic Real Return Fund (FSRRX) has a higher volatility of 2.93% compared to Vanguard Total International Bond Index Fund Institutional Shares (VTIFX) at 0.85%. This indicates that FSRRX's price experiences larger fluctuations and is considered to be riskier than VTIFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.