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FSTDX vs. EARRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

FSTDX vs. EARRX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (FSTDX) and Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX).

FSTDX is managed by Fidelity. It was launched on Jan 17, 2022. EARRX is managed by Eaton Vance. It was launched on Mar 31, 2010.

Performance

FSTDX vs. EARRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (FSTDX) and Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX). The values are adjusted to include any dividend payments, if applicable.

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FSTDX vs. EARRX - Yearly Performance Comparison

2026 (YTD)20252024202320222021
FSTDX
Fidelity Series 5+ Year Inflation-Protected Bond Index Fund		0.00%7.38%-0.43%2.84%-19.06%2.10%
EARRX
Eaton Vance Short Duration Inflation-Protected Income Fund Class A		0.38%5.46%5.39%5.95%-3.22%1.98%

Returns By Period

FSTDX

1D
0.13%
1M
-2.07%
YTD
0.00%
6M
-0.40%
1Y
2.12%
3Y*
1.61%
5Y*
—
10Y*
—

EARRX

1D
0.10%
1M
-0.01%
YTD
0.38%
6M
0.33%
1Y
3.08%
3Y*
4.84%
5Y*
3.78%
10Y*
3.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Fidelity Series 5+ Year Inflation-Protected Bond Index Fund

Eaton Vance Short Duration Inflation-Protected Income Fund Class A

Often compared with FSTDX:
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Often compared with EARRX:
EARRX vs. RCTIXEARRX vs. SPIBEARRX vs. VTSPXEARRX vs. BIIPXEARRX vs. DFAAXEARRX vs. FFNYXEARRX vs. TIILX

FSTDX vs. EARRX - Expense Ratio Comparison

FSTDX has a 0.00% expense ratio, which is lower than EARRX's 0.85% expense ratio.

EARRX
Eaton Vance Short Duration Inflation-Protected Income Fund Class A
FSTDX
Fidelity Series 5+ Year Inflation-Protected Bond Index Fund

Return for Risk

FSTDX vs. EARRX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
FSTDX
FSTDX Risk / Return Rank: 1111
Overall Rank
FSTDX Sharpe Ratio Rank: 1010
Sharpe Ratio Rank
FSTDX Sortino Ratio Rank: 88
Sortino Ratio Rank
FSTDX Omega Ratio Rank: 88
Omega Ratio Rank
FSTDX Calmar Ratio Rank: 1616
Calmar Ratio Rank
FSTDX Martin Ratio Rank: 1313
Martin Ratio Rank
EARRX
EARRX Risk / Return Rank: 8787
Overall Rank
EARRX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
EARRX Sortino Ratio Rank: 8585
Sortino Ratio Rank
EARRX Omega Ratio Rank: 8585
Omega Ratio Rank
EARRX Calmar Ratio Rank: 9090
Calmar Ratio Rank
EARRX Martin Ratio Rank: 9292
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FSTDX vs. EARRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (FSTDX) and Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX). 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.

FSTDXEARRXDifference

Sharpe ratio

Return per unit of total volatility

0.32

1.66

-1.33

Sortino ratio

Return per unit of downside risk

0.47

2.37

-1.89

Omega ratio

Gain probability vs. loss probability

1.06

1.37

-0.31

Calmar ratio

Return relative to maximum drawdown

0.63

2.61

-1.98

Martin ratio

Return relative to average drawdown

1.72

11.45

-9.73

Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

FSTDX vs. EARRX - Sharpe Ratio Comparison

The current FSTDX Sharpe Ratio is 0.32, which is lower than the EARRX Sharpe Ratio of 1.66. The chart below compares the historical Sharpe Ratios of FSTDX and EARRX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

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Sharpe Ratios by Period

FSTDXEARRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

1.66

-1.33

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

1.37

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

1.33

—

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.22

1.05

-1.26

Correlation

The correlation between FSTDX and EARRX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

FSTDX vs. EARRX - Dividend Comparison

FSTDX's dividend yield for the trailing twelve months is around 4.38%, more than EARRX's 3.87% yield.

TTM20252024202320222021202020192018201720162015
FSTDX
Fidelity Series 5+ Year Inflation-Protected Bond Index Fund		4.38%4.38%3.58%3.28%6.69%0.88%0.00%0.00%0.00%0.00%0.00%0.00%
EARRX
Eaton Vance Short Duration Inflation-Protected Income Fund Class A		3.87%4.36%3.83%4.24%4.82%3.32%2.02%2.46%2.67%1.90%2.00%1.73%

Drawdowns

FSTDX vs. EARRX - Drawdown Comparison

The maximum FSTDX drawdown since its inception was -24.29%, which is greater than EARRX's maximum drawdown of -10.27%. Use the drawdown chart below to compare losses from any high point for FSTDX and EARRX.

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Drawdown Indicators

FSTDXEARRXDifference

Max Drawdown

Largest peak-to-trough decline

-24.29%

-10.27%

-14.02%

Max Drawdown (1Y)

Largest decline over 1 year

-4.64%

-1.18%

-3.46%

Max Drawdown (5Y)

Largest decline over 5 years

—

-6.39%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-10.27%

—

Current Drawdown

Current decline from peak

-11.78%

-0.41%

-11.37%

Average Drawdown

Average peak-to-trough decline

-14.16%

-1.09%

-13.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.69%

0.27%

+1.42%

Volatility

FSTDX vs. EARRX - Volatility Comparison

Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (FSTDX) has a higher volatility of 2.18% compared to Eaton Vance Short Duration Inflation-Protected Income Fund Class A (EARRX) at 0.59%. This indicates that FSTDX's price experiences larger fluctuations and is considered to be riskier than EARRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

FSTDXEARRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.18%

0.59%

+1.59%

Volatility (6M)

Calculated over the trailing 6-month period

3.67%

1.06%

+2.61%

Volatility (1Y)

Calculated over the trailing 1-year period

6.60%

1.87%

+4.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.59%

2.78%

+6.81%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.59%

2.71%

+6.88%