FSTZX vs. FTBFX
Compare and contrast key facts about Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and Fidelity Total Bond Fund (FTBFX).
FSTZX is managed by Fidelity Investments. It was launched on Jan 17, 2022. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FSTZX or FTBFX.
Correlation
The correlation between FSTZX and FTBFX is 0.61, 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.
Performance
FSTZX vs. FTBFX - Performance Comparison
Key characteristics
FSTZX:
3.47
FTBFX:
1.12
FSTZX:
5.34
FTBFX:
1.67
FSTZX:
1.81
FTBFX:
1.20
FSTZX:
8.11
FTBFX:
0.54
FSTZX:
25.21
FTBFX:
3.23
FSTZX:
0.25%
FTBFX:
1.78%
FSTZX:
1.83%
FTBFX:
5.11%
FSTZX:
-5.30%
FTBFX:
-18.19%
FSTZX:
0.00%
FTBFX:
-4.50%
Returns By Period
In the year-to-date period, FSTZX achieves a 1.24% return, which is significantly higher than FTBFX's 1.11% return.
FSTZX
1.24%
0.82%
2.56%
6.03%
N/A
N/A
FTBFX
1.11%
1.43%
0.10%
5.42%
0.27%
2.03%
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FSTZX vs. FTBFX - Expense Ratio Comparison
FSTZX has a 0.00% expense ratio, which is lower than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
FSTZX vs. FTBFX — Risk-Adjusted Performance Rank
FSTZX
FTBFX
FSTZX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) and Fidelity Total Bond Fund (FTBFX). 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
FSTZX vs. FTBFX - Dividend Comparison
FSTZX's dividend yield for the trailing twelve months is around 2.72%, less than FTBFX's 4.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FSTZX Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund | 2.72% | 2.78% | 2.55% | 5.25% | 0.82% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
FTBFX Fidelity Total Bond Fund | 4.75% | 4.78% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% |
Drawdowns
FSTZX vs. FTBFX - Drawdown Comparison
The maximum FSTZX drawdown since its inception was -5.30%, smaller than the maximum FTBFX drawdown of -18.19%. Use the drawdown chart below to compare losses from any high point for FSTZX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
FSTZX vs. FTBFX - Volatility Comparison
The current volatility for Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund (FSTZX) is 0.50%, while Fidelity Total Bond Fund (FTBFX) has a volatility of 1.28%. This indicates that FSTZX experiences smaller price fluctuations and is considered to be less risky than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.