FTBFX vs. USD=X
FTBFX (Fidelity Total Bond Fund) is Intermediate Core-Plus Bond fund actively managed by Fidelity, while USD=X (USD Cash) is a currency. Over the past 10 years, FTBFX returned 2.43%/yr vs 0.00%/yr for USD=X.
Performance
FTBFX vs. USD=X - Performance Comparison
Loading charts...
Returns By Period
FTBFX
- 1D
- 0.53%
- 1M
- 1.21%
- YTD
- 0.57%
- 6M
- 1.02%
- 1Y
- 5.30%
- 3Y*
- 4.80%
- 5Y*
- 0.60%
- 10Y*
- 2.43%
USD=X
- 1D
- 0.00%
- 1M
- 0.00%
- YTD
- 0.00%
- 6M
- 0.00%
- 1Y
- 0.00%
- 3Y*
- 0.00%
- 5Y*
- 0.00%
- 10Y*
- 0.00%
FTBFX vs. USD=X - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTBFX Fidelity Total Bond Fund | 0.57% | 7.50% | 2.13% | 7.25% | -13.58% | -0.44% | 9.34% | 9.89% | -0.66% | 4.19% |
USD=X USD Cash | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
FTBFX vs. USD=X — Risk / Return Rank
FTBFX
USD=X
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FTBFX vs. USD=X - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Total Bond Fund (FTBFX) and USD Cash (USD=X). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| FTBFX | USD=X | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.24 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 1.80 | — | — |
| Martin ratioReturn relative to average drawdown | 5.30 | — | — |
Loading charts...
Drawdowns
FTBFX vs. USD=X - Drawdown Comparison
The maximum FTBFX drawdown since its inception was -18.25%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for FTBFX and USD=X.
Loading charts...
Drawdown Indicators
| FTBFX | USD=X | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -18.25% | 0.00% | -18.25% |
Max Drawdown (1Y)Largest decline over 1 year | -2.89% | 0.00% | -2.89% |
Max Drawdown (3Y)Largest decline over 3 years | -5.82% | 0.00% | -5.82% |
Max Drawdown (5Y)Largest decline over 5 years | -18.25% | 0.00% | -18.25% |
Max Drawdown (10Y)Largest decline over 10 years | -18.25% | 0.00% | -18.25% |
Current DrawdownCurrent decline from peak | -1.31% | 0.00% | -1.31% |
Average DrawdownAverage peak-to-trough decline | -2.32% | 0.00% | -2.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.00% | +0.98% |
Volatility
FTBFX vs. USD=X - Volatility Comparison
Fidelity Total Bond Fund (FTBFX) has a higher volatility of 1.43% compared to USD Cash (USD=X) at 0.00%. This indicates that FTBFX's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| FTBFX | USD=X | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.43% | 0.00% | +1.43% |
Volatility (6M)Calculated over the trailing 6-month period | 2.85% | 0.00% | +2.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.84% | 0.00% | +3.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.67% | 0.00% | +5.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.73% | 0.00% | +4.73% |
Frequently Asked Questions
FTBFX has higher volatility (1.43%) compared to USD=X (0.00%). In terms of maximum drawdown, FTBFX dropped -18.25% vs USD=X's 0.00%.
Find the right allocation for FTBFX and USD=X
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer