FSTGX vs. FUMBX
Compare and contrast key facts about Fidelity Intermediate Government Income Fund (FSTGX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX).
FSTGX is managed by Fidelity. It was launched on May 2, 1988. FUMBX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. It was launched on Dec 20, 2005.
Performance
FSTGX vs. FUMBX - Performance Comparison
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FSTGX vs. FUMBX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FSTGX Fidelity Intermediate Government Income Fund | -0.22% | 6.00% | 2.24% | 3.88% | -8.76% | -2.28% | 5.46% | 4.84% | 1.20% | -0.35% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | -0.20% | 5.83% | 3.25% | 4.47% | -5.84% | -1.38% | 4.22% | 4.19% | 1.47% | -0.33% |
Returns By Period
In the year-to-date period, FSTGX achieves a -0.22% return, which is significantly lower than FUMBX's -0.20% return.
FSTGX
- 1D
- 0.31%
- 1M
- -1.40%
- YTD
- -0.22%
- 6M
- 0.74%
- 1Y
- 3.29%
- 3Y*
- 3.16%
- 5Y*
- 0.44%
- 10Y*
- 1.05%
FUMBX
- 1D
- 0.19%
- 1M
- -1.15%
- YTD
- -0.20%
- 6M
- 0.95%
- 1Y
- 3.45%
- 3Y*
- 3.77%
- 5Y*
- 1.29%
- 10Y*
- —
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FSTGX vs. FUMBX - Expense Ratio Comparison
FSTGX has a 0.45% expense ratio, which is higher than FUMBX's 0.03% expense ratio.
Return for Risk
FSTGX vs. FUMBX — Risk / Return Rank
FSTGX
FUMBX
FSTGX vs. FUMBX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Government Income Fund (FSTGX) and Fidelity Short-Term Treasury Bond Index Fund (FUMBX). 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.
| FSTGX | FUMBX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.64 | -0.40 |
Sortino ratioReturn per unit of downside risk | 1.89 | 2.58 | -0.69 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.35 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.27 | 2.66 | -0.39 |
Martin ratioReturn relative to average drawdown | 7.20 | 9.30 | -2.10 |
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
| FSTGX | FUMBX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.64 | -0.40 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.45 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.21 | 0.72 | +0.49 |
Correlation
The correlation between FSTGX and FUMBX is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FSTGX vs. FUMBX - Dividend Comparison
FSTGX's dividend yield for the trailing twelve months is around 2.84%, less than FUMBX's 3.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTGX Fidelity Intermediate Government Income Fund | 2.84% | 3.04% | 2.94% | 2.12% | 0.99% | 0.77% | 2.65% | 1.85% | 1.84% | 1.47% | 1.52% | 1.69% |
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.42% | 3.51% | 2.91% | 1.64% | 0.86% | 1.15% | 1.41% | 1.88% | 1.64% | 0.34% | 0.00% | 0.00% |
Drawdowns
FSTGX vs. FUMBX - Drawdown Comparison
The maximum FSTGX drawdown since its inception was -13.66%, which is greater than FUMBX's maximum drawdown of -8.83%. Use the drawdown chart below to compare losses from any high point for FSTGX and FUMBX.
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Drawdown Indicators
| FSTGX | FUMBX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.66% | -8.83% | -4.83% |
Max Drawdown (1Y)Largest decline over 1 year | -1.80% | -1.54% | -0.26% |
Max Drawdown (5Y)Largest decline over 5 years | -12.54% | -8.60% | -3.94% |
Max Drawdown (10Y)Largest decline over 10 years | -13.66% | — | — |
Current DrawdownCurrent decline from peak | -1.40% | -1.15% | -0.25% |
Average DrawdownAverage peak-to-trough decline | -1.57% | -1.88% | +0.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.57% | 0.44% | +0.13% |
Volatility
FSTGX vs. FUMBX - Volatility Comparison
Fidelity Intermediate Government Income Fund (FSTGX) has a higher volatility of 0.98% compared to Fidelity Short-Term Treasury Bond Index Fund (FUMBX) at 0.76%. This indicates that FSTGX's price experiences larger fluctuations and is considered to be riskier than FUMBX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FSTGX | FUMBX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.98% | 0.76% | +0.22% |
Volatility (6M)Calculated over the trailing 6-month period | 1.74% | 1.37% | +0.37% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.98% | 2.32% | +0.66% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.08% | 2.89% | +1.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.38% | 2.49% | +0.89% |