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FTLTX vs. VSBSX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

FTLTX vs. VSBSX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Series Long-Term Treasury Bond Index Fund (FTLTX) and Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX). The values are adjusted to include any dividend payments, if applicable.

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FTLTX vs. VSBSX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
FTLTX
Fidelity Series Long-Term Treasury Bond Index Fund
-0.50%5.45%-6.13%3.27%-29.89%-5.13%17.45%14.23%-1.63%8.22%
VSBSX
Vanguard Short-Term Treasury Index Fund Admiral Shares
0.29%5.08%4.39%4.23%-3.87%-0.69%3.09%3.51%1.52%0.40%

Returns By Period

In the year-to-date period, FTLTX achieves a -0.50% return, which is significantly lower than VSBSX's 0.29% return.


FTLTX

1D
-0.19%
1M
-3.44%
YTD
-0.50%
6M
-1.02%
1Y
-0.72%
3Y*
-1.60%
5Y*
-5.02%
10Y*

VSBSX

1D
0.10%
1M
-0.31%
YTD
0.29%
6M
1.25%
1Y
3.68%
3Y*
4.11%
5Y*
1.84%
10Y*
1.74%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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FTLTX vs. VSBSX - Expense Ratio Comparison

FTLTX has a 0.00% expense ratio, which is lower than VSBSX's 0.07% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Return for Risk

FTLTX vs. VSBSX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

FTLTX
FTLTX Risk / Return Rank: 55
Overall Rank
FTLTX Sharpe Ratio Rank: 44
Sharpe Ratio Rank
FTLTX Sortino Ratio Rank: 44
Sortino Ratio Rank
FTLTX Omega Ratio Rank: 44
Omega Ratio Rank
FTLTX Calmar Ratio Rank: 77
Calmar Ratio Rank
FTLTX Martin Ratio Rank: 77
Martin Ratio Rank

VSBSX
VSBSX Risk / Return Rank: 9797
Overall Rank
VSBSX Sharpe Ratio Rank: 9797
Sharpe Ratio Rank
VSBSX Sortino Ratio Rank: 9797
Sortino Ratio Rank
VSBSX Omega Ratio Rank: 9696
Omega Ratio Rank
VSBSX Calmar Ratio Rank: 9898
Calmar Ratio Rank
VSBSX Martin Ratio Rank: 9797
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

FTLTX vs. VSBSX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Series Long-Term Treasury Bond Index Fund (FTLTX) and Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX). 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.


FTLTXVSBSXDifference

Sharpe ratio

Return per unit of total volatility

0.00

2.60

-2.60

Sortino ratio

Return per unit of downside risk

0.07

4.12

-4.05

Omega ratio

Gain probability vs. loss probability

1.01

1.56

-0.55

Calmar ratio

Return relative to maximum drawdown

0.14

4.52

-4.38

Martin ratio

Return relative to average drawdown

0.32

17.41

-17.10

FTLTX vs. VSBSX - Sharpe Ratio Comparison

The current FTLTX Sharpe Ratio is 0.00, which is lower than the VSBSX Sharpe Ratio of 2.60. The chart below compares the historical Sharpe Ratios of FTLTX and VSBSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


FTLTXVSBSXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.00

2.60

-2.60

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.34

0.96

-1.30

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.14

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.03

1.07

-1.10

Correlation

The correlation between FTLTX and VSBSX is 0.60, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Dividends

FTLTX vs. VSBSX - Dividend Comparison

FTLTX's dividend yield for the trailing twelve months is around 3.56%, which matches VSBSX's 3.57% yield.


TTM20252024202320222021202020192018201720162015
FTLTX
Fidelity Series Long-Term Treasury Bond Index Fund
3.56%3.83%3.71%3.17%2.20%2.06%12.95%10.68%2.89%2.44%0.00%0.00%
VSBSX
Vanguard Short-Term Treasury Index Fund Admiral Shares
3.57%3.98%4.50%3.29%1.12%0.63%1.72%2.26%1.80%1.10%0.76%0.71%

Drawdowns

FTLTX vs. VSBSX - Drawdown Comparison

The maximum FTLTX drawdown since its inception was -46.86%, which is greater than VSBSX's maximum drawdown of -5.77%. Use the drawdown chart below to compare losses from any high point for FTLTX and VSBSX.


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Drawdown Indicators


FTLTXVSBSXDifference

Max Drawdown

Largest peak-to-trough decline

-46.86%

-5.77%

-41.09%

Max Drawdown (1Y)

Largest decline over 1 year

-8.76%

-0.84%

-7.92%

Max Drawdown (5Y)

Largest decline over 5 years

-41.52%

-5.77%

-35.75%

Max Drawdown (10Y)

Largest decline over 10 years

-5.77%

Current Drawdown

Current decline from peak

-37.37%

-0.43%

-36.94%

Average Drawdown

Average peak-to-trough decline

-19.66%

-0.59%

-19.07%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.94%

0.22%

+3.72%

Volatility

FTLTX vs. VSBSX - Volatility Comparison

Fidelity Series Long-Term Treasury Bond Index Fund (FTLTX) has a higher volatility of 3.62% compared to Vanguard Short-Term Treasury Index Fund Admiral Shares (VSBSX) at 0.53%. This indicates that FTLTX's price experiences larger fluctuations and is considered to be riskier than VSBSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


FTLTXVSBSXDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.62%

0.53%

+3.09%

Volatility (6M)

Calculated over the trailing 6-month period

6.12%

0.84%

+5.28%

Volatility (1Y)

Calculated over the trailing 1-year period

10.59%

1.44%

+9.15%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.63%

1.94%

+12.69%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

13.96%

1.53%

+12.43%