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FSTDX vs. EIRRX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

FSTDX vs. EIRRX

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 (EIRRX).

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

Performance

FSTDX vs. EIRRX - 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 (EIRRX). The values are adjusted to include any dividend payments, if applicable.

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FSTDX vs. EIRRX - 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%
EIRRX
Eaton Vance Short Duration Inflation-Protected Income Fund		0.45%4.63%5.65%6.33%-3.08%2.09%

Returns By Period

FSTDX

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

EIRRX

1D
0.10%
1M
0.05%
YTD
0.45%
6M
0.45%
1Y
3.33%
3Y*
4.75%
5Y*
3.82%
10Y*
3.76%
*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

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FSTDX vs. FIPDXFSTDX vs. IPBAXFSTDX vs. FNILXFSTDX vs. FSELXFSTDX vs. FSKAXFSTDX vs. FSPSXFSTDX vs. FSTZX
Often compared with EIRRX:
EIRRX vs. CATEIRRX vs. ANGLXEIRRX vs. CSLEIRRX vs. CMIEIRRX vs. BPRIXEIRRX vs. DBAEIRRX vs. COP

FSTDX vs. EIRRX - Expense Ratio Comparison

FSTDX has a 0.00% expense ratio, which is lower than EIRRX's 0.64% expense ratio.

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

Return for Risk

FSTDX vs. EIRRX — 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
EIRRX
EIRRX Risk / Return Rank: 8989
Overall Rank
EIRRX Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
EIRRX Sortino Ratio Rank: 8787
Sortino Ratio Rank
EIRRX Omega Ratio Rank: 8888
Omega Ratio Rank
EIRRX Calmar Ratio Rank: 9292
Calmar Ratio Rank
EIRRX Martin Ratio Rank: 9494
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. EIRRX - 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 (EIRRX). 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.

FSTDXEIRRXDifference

Sharpe ratio

Return per unit of total volatility

0.32

1.71

-1.39

Sortino ratio

Return per unit of downside risk

0.47

2.44

-1.97

Omega ratio

Gain probability vs. loss probability

1.06

1.38

-0.32

Calmar ratio

Return relative to maximum drawdown

0.63

2.91

-2.28

Martin ratio

Return relative to average drawdown

1.72

12.86

-11.13

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. EIRRX - Sharpe Ratio Comparison

The current FSTDX Sharpe Ratio is 0.32, which is lower than the EIRRX Sharpe Ratio of 1.71. The chart below compares the historical Sharpe Ratios of FSTDX and EIRRX, 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

FSTDXEIRRXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.32

1.71

-1.39

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

1.35

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

1.37

—

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.22

1.10

-1.31

Correlation

The correlation between FSTDX and EIRRX 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. EIRRX - Dividend Comparison

FSTDX's dividend yield for the trailing twelve months is around 4.38%, more than EIRRX's 4.11% 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%
EIRRX
Eaton Vance Short Duration Inflation-Protected Income Fund		4.11%3.57%4.08%4.50%5.07%3.54%2.21%2.66%2.91%2.13%2.24%2.05%

Drawdowns

FSTDX vs. EIRRX - Drawdown Comparison

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

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Drawdown Indicators

FSTDXEIRRXDifference

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

—

-6.22%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-10.27%

—

Current Drawdown

Current decline from peak

-11.78%

-0.44%

-11.34%

Average Drawdown

Average peak-to-trough decline

-14.16%

-1.01%

-13.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.69%

0.27%

+1.42%

Volatility

FSTDX vs. EIRRX - 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 (EIRRX) at 0.69%. This indicates that FSTDX's price experiences larger fluctuations and is considered to be riskier than EIRRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

FSTDXEIRRXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.18%

0.69%

+1.49%

Volatility (6M)

Calculated over the trailing 6-month period

3.67%

1.13%

+2.54%

Volatility (1Y)

Calculated over the trailing 1-year period

6.60%

1.96%

+4.64%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

9.59%

2.85%

+6.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

9.59%

2.76%

+6.83%