FTFMX vs. BND

In the year-to-date period, FTFMX achieves a -1.43% return, which is significantly lower than BND's 2.21% return. Over the past 10 years, FTFMX has outperformed BND with an annualized return of 1.61%, while BND has yielded a comparatively lower 1.51% annualized return.

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FTFMX has a 0.46% expense ratio, which is higher than BND's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Fidelity New York Municipal Income Fund (FTFMX) and Vanguard Total Bond Market ETF (BND). 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.

The current FTFMX Sharpe Ratio is 0.07, which is lower than the BND Sharpe Ratio of 1.00. The chart below compares the historical Sharpe Ratios of FTFMX and BND, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FTFMX's dividend yield for the trailing twelve months is around 2.62%, less than BND's 3.75% yield.

The maximum FTFMX drawdown since its inception was -19.44%, roughly equal to the maximum BND drawdown of -18.84%. Use the drawdown chart below to compare losses from any high point for FTFMX and BND. For additional features, visit the drawdowns tool.