FTHRX vs. BIMIX
Compare and contrast key facts about Fidelity Intermediate Bond Fund (FTHRX) and Baird Intermediate Bond Fund Class Institutional (BIMIX).
FTHRX is managed by Fidelity. It was launched on May 23, 1975. BIMIX is managed by Baird. It was launched on Sep 29, 2000.
Performance
FTHRX vs. BIMIX - Performance Comparison
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FTHRX vs. BIMIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FTHRX Fidelity Intermediate Bond Fund | -0.39% | 6.89% | 3.25% | 5.55% | -9.17% | -1.60% | 7.06% | 7.20% | 0.52% | 2.31% |
BIMIX Baird Intermediate Bond Fund Class Institutional | -0.34% | 6.69% | 3.45% | 5.78% | -8.64% | -1.41% | 7.42% | 7.05% | 0.58% | 2.74% |
Returns By Period
In the year-to-date period, FTHRX achieves a -0.39% return, which is significantly lower than BIMIX's -0.34% return. Over the past 10 years, FTHRX has underperformed BIMIX with an annualized return of 2.08%, while BIMIX has yielded a comparatively higher 2.23% annualized return.
FTHRX
- 1D
- 0.10%
- 1M
- -1.25%
- YTD
- -0.39%
- 6M
- 0.46%
- 1Y
- 3.79%
- 3Y*
- 4.26%
- 5Y*
- 1.11%
- 10Y*
- 2.08%
BIMIX
- 1D
- 0.19%
- 1M
- -1.23%
- YTD
- -0.34%
- 6M
- 0.62%
- 1Y
- 4.02%
- 3Y*
- 4.36%
- 5Y*
- 1.30%
- 10Y*
- 2.23%
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FTHRX vs. BIMIX - Expense Ratio Comparison
FTHRX has a 0.45% expense ratio, which is higher than BIMIX's 0.30% expense ratio.
Return for Risk
FTHRX vs. BIMIX — Risk / Return Rank
FTHRX
BIMIX
FTHRX vs. BIMIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Bond Fund (FTHRX) and Baird Intermediate Bond Fund Class Institutional (BIMIX). 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.
| FTHRX | BIMIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 1.48 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.96 | 2.18 | -0.22 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.28 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 2.04 | +0.06 |
Martin ratioReturn relative to average drawdown | 7.38 | 8.17 | -0.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| FTHRX | BIMIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 1.48 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.34 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | 0.69 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 1.17 | -0.26 |
Correlation
The correlation between FTHRX and BIMIX is 0.88, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
FTHRX vs. BIMIX - Dividend Comparison
FTHRX's dividend yield for the trailing twelve months is around 3.34%, less than BIMIX's 3.67% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTHRX Fidelity Intermediate Bond Fund | 3.34% | 3.59% | 3.49% | 2.94% | 1.55% | 1.53% | 4.16% | 2.49% | 2.48% | 2.20% | 2.63% | 2.13% |
BIMIX Baird Intermediate Bond Fund Class Institutional | 3.67% | 3.67% | 3.89% | 3.21% | 2.17% | 2.27% | 3.49% | 2.52% | 2.50% | 2.35% | 2.21% | 2.57% |
Drawdowns
FTHRX vs. BIMIX - Drawdown Comparison
The maximum FTHRX drawdown since its inception was -19.01%, which is greater than BIMIX's maximum drawdown of -12.76%. Use the drawdown chart below to compare losses from any high point for FTHRX and BIMIX.
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Drawdown Indicators
| FTHRX | BIMIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.01% | -12.76% | -6.25% |
Max Drawdown (1Y)Largest decline over 1 year | -2.11% | -2.07% | -0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -13.18% | -12.76% | -0.42% |
Max Drawdown (10Y)Largest decline over 10 years | -13.25% | -12.76% | -0.49% |
Current DrawdownCurrent decline from peak | -1.63% | -1.60% | -0.03% |
Average DrawdownAverage peak-to-trough decline | -3.07% | -1.49% | -1.58% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 0.52% | +0.08% |
Volatility
FTHRX vs. BIMIX - Volatility Comparison
Fidelity Intermediate Bond Fund (FTHRX) and Baird Intermediate Bond Fund Class Institutional (BIMIX) have volatilities of 1.08% and 1.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTHRX | BIMIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 1.05% | +0.03% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 1.65% | +0.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 2.79% | +0.29% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.00% | 3.87% | +0.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.39% | 3.25% | +0.14% |