FTHRX vs. FIKQX
Compare and contrast key facts about Fidelity Intermediate Bond Fund (FTHRX) and Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX).
FTHRX is managed by Fidelity. It was launched on May 23, 1975. FIKQX is managed by Fidelity. It was launched on Oct 2, 2018.
Performance
FTHRX vs. FIKQX - Performance Comparison
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FTHRX vs. FIKQX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
FTHRX Fidelity Intermediate Bond Fund | -0.39% | 6.89% | 3.25% | 5.55% | -9.17% | -1.60% | 7.06% | 7.20% | 1.70% |
FIKQX Fidelity Advisor Investment Grade Bond Fund Class Z | -0.21% | 7.31% | 1.69% | 6.75% | -13.97% | -1.03% | 10.00% | 9.90% | 2.01% |
Returns By Period
In the year-to-date period, FTHRX achieves a -0.39% return, which is significantly lower than FIKQX's -0.21% 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%
FIKQX
- 1D
- 0.14%
- 1M
- -1.63%
- YTD
- -0.21%
- 6M
- 0.40%
- 1Y
- 3.86%
- 3Y*
- 3.97%
- 5Y*
- 0.41%
- 10Y*
- —
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FTHRX vs. FIKQX - Expense Ratio Comparison
FTHRX has a 0.45% expense ratio, which is higher than FIKQX's 0.36% expense ratio.
Return for Risk
FTHRX vs. FIKQX — Risk / Return Rank
FTHRX
FIKQX
FTHRX vs. FIKQX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Bond Fund (FTHRX) and Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX). 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 | FIKQX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.31 | 0.95 | +0.36 |
Sortino ratioReturn per unit of downside risk | 1.96 | 1.37 | +0.59 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.17 | +0.07 |
Calmar ratioReturn relative to maximum drawdown | 2.10 | 1.64 | +0.46 |
Martin ratioReturn relative to average drawdown | 7.38 | 4.72 | +2.66 |
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 | FIKQX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.31 | 0.95 | +0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.28 | 0.07 | +0.21 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.62 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.49 | +0.42 |
Correlation
The correlation between FTHRX and FIKQX is 0.91, 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. FIKQX - Dividend Comparison
FTHRX's dividend yield for the trailing twelve months is around 3.34%, less than FIKQX's 3.66% 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% |
FIKQX Fidelity Advisor Investment Grade Bond Fund Class Z | 3.66% | 3.97% | 4.08% | 3.65% | 2.05% | 1.44% | 4.90% | 2.83% | 1.07% | 0.00% | 0.00% | 0.00% |
Drawdowns
FTHRX vs. FIKQX - Drawdown Comparison
The maximum FTHRX drawdown since its inception was -19.01%, roughly equal to the maximum FIKQX drawdown of -18.53%. Use the drawdown chart below to compare losses from any high point for FTHRX and FIKQX.
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Drawdown Indicators
| FTHRX | FIKQX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -19.01% | -18.53% | -0.48% |
Max Drawdown (1Y)Largest decline over 1 year | -2.11% | -2.83% | +0.72% |
Max Drawdown (5Y)Largest decline over 5 years | -13.18% | -18.53% | +5.35% |
Max Drawdown (10Y)Largest decline over 10 years | -13.25% | — | — |
Current DrawdownCurrent decline from peak | -1.63% | -2.16% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -3.07% | -5.30% | +2.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.60% | 0.98% | -0.38% |
Volatility
FTHRX vs. FIKQX - Volatility Comparison
The current volatility for Fidelity Intermediate Bond Fund (FTHRX) is 1.08%, while Fidelity Advisor Investment Grade Bond Fund Class Z (FIKQX) has a volatility of 1.48%. This indicates that FTHRX experiences smaller price fluctuations and is considered to be less risky than FIKQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FTHRX | FIKQX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.08% | 1.48% | -0.40% |
Volatility (6M)Calculated over the trailing 6-month period | 1.83% | 2.58% | -0.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 3.08% | 4.39% | -1.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 4.00% | 5.98% | -1.98% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 3.39% | 5.51% | -2.12% |