FTBFX vs. FIPDX
Compare and contrast key facts about Fidelity Total Bond Fund (FTBFX) and Fidelity Inflation-Protected Bond Index Fund (FIPDX).
FTBFX is managed by Fidelity. It was launched on Oct 15, 2002. 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: FTBFX or FIPDX.
Correlation
The correlation between FTBFX and FIPDX is -0.04. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
FTBFX vs. FIPDX - Performance Comparison
Key characteristics
FTBFX:
1.45
FIPDX:
1.44
FTBFX:
2.17
FIPDX:
2.03
FTBFX:
1.26
FIPDX:
1.26
FTBFX:
0.74
FIPDX:
0.64
FTBFX:
4.27
FIPDX:
4.28
FTBFX:
1.79%
FIPDX:
1.59%
FTBFX:
5.27%
FIPDX:
4.72%
FTBFX:
-18.19%
FIPDX:
-14.29%
FTBFX:
-3.78%
FIPDX:
-4.28%
Returns By Period
In the year-to-date period, FTBFX achieves a 2.14% return, which is significantly lower than FIPDX's 3.37% return. Over the past 10 years, FTBFX has outperformed FIPDX with an annualized return of 1.97%, while FIPDX has yielded a comparatively lower 1.55% annualized return.
FTBFX
2.14%
0.37%
1.78%
8.00%
0.39%
1.97%
FIPDX
3.37%
0.33%
2.29%
7.16%
1.28%
1.55%
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FTBFX vs. FIPDX - Expense Ratio Comparison
FTBFX has a 0.45% expense ratio, which is higher than FIPDX's 0.05% expense ratio.
Risk-Adjusted Performance
FTBFX vs. FIPDX — Risk-Adjusted Performance Rank
FTBFX
FIPDX
FTBFX vs. FIPDX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond Fund (FTBFX) 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.
Dividends
FTBFX vs. FIPDX - Dividend Comparison
FTBFX's dividend yield for the trailing twelve months is around 4.48%, more than FIPDX's 3.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTBFX Fidelity Total Bond Fund | 4.48% | 4.51% | 4.15% | 3.34% | 2.19% | 2.53% | 2.95% | 3.19% | 2.74% | 2.95% | 3.71% | 2.99% |
FIPDX Fidelity Inflation-Protected Bond Index Fund | 3.46% | 3.75% | 3.59% | 8.87% | 4.76% | 0.24% | 0.41% | 0.39% | 0.09% | 0.08% | 0.11% | 1.10% |
Drawdowns
FTBFX vs. FIPDX - Drawdown Comparison
The maximum FTBFX drawdown since its inception was -18.19%, which is greater than FIPDX's maximum drawdown of -14.29%. Use the drawdown chart below to compare losses from any high point for FTBFX and FIPDX. For additional features, visit the drawdowns tool.
Volatility
FTBFX vs. FIPDX - Volatility Comparison
The current volatility for Fidelity Total Bond Fund (FTBFX) is 2.15%, while Fidelity Inflation-Protected Bond Index Fund (FIPDX) has a volatility of 2.44%. This indicates that FTBFX experiences smaller price fluctuations and is considered to be less risky than FIPDX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.