Correlation
The correlation between FSTDX and FIPDX 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.
FSTDX vs. FIPDX
Compare and contrast key facts about Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (FSTDX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX).
FSTDX is managed by Fidelity Investments. It was launched on Jan 17, 2022. FIPDX is managed by Fidelity. It was launched on May 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTDX or FIPDX.
Performance
FSTDX vs. FIPDX - Performance Comparison
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Key characteristics
FSTDX:
0.64
FIPDX:
1.29
FSTDX:
0.92
FIPDX:
1.82
FSTDX:
1.11
FIPDX:
1.23
FSTDX:
0.27
FIPDX:
0.63
FSTDX:
1.56
FIPDX:
3.83
FSTDX:
3.34%
FIPDX:
1.62%
FSTDX:
7.93%
FIPDX:
4.74%
FSTDX:
-24.29%
FIPDX:
-14.29%
FSTDX:
-14.91%
FIPDX:
-3.96%
Returns By Period
In the year-to-date period, FSTDX achieves a 3.52% return, which is significantly lower than FIPDX's 3.72% return.
FSTDX
3.52%
-0.78%
0.49%
5.05%
-1.18%
N/A
N/A
FIPDX
3.72%
-0.54%
2.07%
6.09%
0.90%
1.56%
2.53%
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FSTDX vs. FIPDX - Expense Ratio Comparison
FSTDX has a 0.00% expense ratio, which is lower than FIPDX's 0.05% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
FSTDX vs. FIPDX — Risk-Adjusted Performance Rank
FSTDX
FIPDX
FSTDX vs. FIPDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (FSTDX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX). 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
FSTDX vs. FIPDX - Dividend Comparison
FSTDX's dividend yield for the trailing twelve months is around 3.79%, which matches FIPDX's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTDX Fidelity Series 5+ Year Inflation-Protected Bond Index Fund | 3.79% | 3.58% | 3.32% | 6.69% | 0.88% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 3.80% | 3.75% | 3.59% | 8.87% | 4.76% | 1.24% | 1.96% | 2.32% | 1.25% | 1.59% | 0.38% | 1.10% |
Drawdowns
FSTDX vs. FIPDX - Drawdown Comparison
The maximum FSTDX drawdown since its inception was -24.29%, which is greater than FIPDX's maximum drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for FSTDX and FIPDX.
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Volatility
FSTDX vs. FIPDX - Volatility Comparison
Fidelity Series 5+ Year Inflation-Protected Bond Index Fund (FSTDX) has a higher volatility of 2.16% compared to Fidelity Inflation-Protected Bond Index Fund (FIPDX) at 1.39%. This indicates that FSTDX's price experiences larger fluctuations and is considered to be riskier than FIPDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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