FTBFX vs. FTHRX
Compare and contrast key facts about Fidelity Total Bond Fund (FTBFX) and Fidelity Intermediate Bond Fund (FTHRX).
FTBFX is managed by Fidelity. It was launched on Oct 15, 2002. FTHRX is managed by Fidelity. It was launched on May 23, 1975.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FTBFX or FTHRX.
Correlation
The correlation between FTBFX and FTHRX is -0.12. 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. FTHRX - Performance Comparison
Key characteristics
FTBFX:
1.45
FTHRX:
2.10
FTBFX:
2.17
FTHRX:
3.35
FTBFX:
1.26
FTHRX:
1.41
FTBFX:
0.74
FTHRX:
0.97
FTBFX:
4.27
FTHRX:
6.76
FTBFX:
1.79%
FTHRX:
1.09%
FTBFX:
5.27%
FTHRX:
3.50%
FTBFX:
-18.19%
FTHRX:
-13.96%
FTBFX:
-3.78%
FTHRX:
-1.01%
Returns By Period
In the year-to-date period, FTBFX achieves a 2.14% return, which is significantly lower than FTHRX's 2.47% return. Over the past 10 years, FTBFX has outperformed FTHRX with an annualized return of 1.97%, while FTHRX has yielded a comparatively lower 1.71% annualized return.
FTBFX
2.14%
0.37%
1.78%
8.00%
0.39%
1.97%
FTHRX
2.47%
0.80%
2.49%
7.48%
0.63%
1.71%
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FTBFX vs. FTHRX - Expense Ratio Comparison
Both FTBFX and FTHRX have an expense ratio of 0.45%.
Risk-Adjusted Performance
FTBFX vs. FTHRX — Risk-Adjusted Performance Rank
FTBFX
FTHRX
FTBFX vs. FTHRX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond Fund (FTBFX) and Fidelity Intermediate Bond Fund (FTHRX). 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. FTHRX - Dividend Comparison
FTBFX's dividend yield for the trailing twelve months is around 4.48%, more than FTHRX's 3.49% 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% |
FTHRX Fidelity Intermediate Bond Fund | 3.49% | 3.49% | 2.94% | 2.04% | 1.60% | 2.19% | 2.50% | 2.47% | 2.20% | 2.21% | 2.58% | 2.35% |
Drawdowns
FTBFX vs. FTHRX - Drawdown Comparison
The maximum FTBFX drawdown since its inception was -18.19%, which is greater than FTHRX's maximum drawdown of -13.96%. Use the drawdown chart below to compare losses from any high point for FTBFX and FTHRX. For additional features, visit the drawdowns tool.
Volatility
FTBFX vs. FTHRX - Volatility Comparison
Fidelity Total Bond Fund (FTBFX) has a higher volatility of 2.15% compared to Fidelity Intermediate Bond Fund (FTHRX) at 1.43%. This indicates that FTBFX's price experiences larger fluctuations and is considered to be riskier than FTHRX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.