FUAMX vs. BTTRX

Last updated Apr 2, 2026

Compare and contrast key facts about Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and American Century Zero Coupon 2025 Fund (BTTRX).

FUAMX is managed by Fidelity. BTTRX is managed by American Century. It was launched on Feb 14, 1996.

Performance

FUAMX vs. BTTRX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and American Century Zero Coupon 2025 Fund (BTTRX). The values are adjusted to include any dividend payments, if applicable.

FUAMX vs. BTTRX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
FUAMX Fidelity Intermediate Treasury Bond Index Fund	-0.36%	8.00%	0.40%	4.08%	-13.06%	-3.19%	8.86%	7.25%	1.25%	-0.35%
BTTRX American Century Zero Coupon 2025 Fund	0.00%	2.79%	9.54%	7.82%	-7.63%	-2.65%	17.73%	11.43%	5.77%	-3.69%

Returns By Period

FUAMX

• 1D: 0.10%
• 1M: -1.81%
• YTD: -0.36%
• 6M: 0.24%
• 1Y: 3.60%
• 3Y*: 2.83%
• 5Y*: -0.21%
• 10Y*: —

BTTRX

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

FUAMX vs. BTTRX - Expense Ratio Comparison

FUAMX has a 0.03% expense ratio, which is lower than BTTRX's 0.54% expense ratio.

BTTRX

American Century Zero Coupon 2025 Fund

FUAMX

Fidelity Intermediate Treasury Bond Index Fund

Return for Risk

FUAMX vs. BTTRX — Risk / Return Rank

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

FUAMX

FUAMX Risk / Return Rank: 37
FUAMX Sharpe Ratio Rank: 33
FUAMX Sortino Ratio Rank: 33
FUAMX Omega Ratio Rank: 23
FUAMX Calmar Ratio Rank: 58
FUAMX Martin Ratio Rank: 37

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.

FUAMX vs. BTTRX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and American Century Zero Coupon 2025 Fund (BTTRX). 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.

	FUAMX	BTTRX	Difference
Sharpe ratio Return per unit of total volatility	0.79	—	—
Sortino ratio Return per unit of downside risk	1.18	—	—
Omega ratio Gain probability vs. loss probability	1.14	—	—
Calmar ratio Return relative to maximum drawdown	1.43	—	—
Martin ratio Return relative to average drawdown	4.04	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	FUAMX	BTTRX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.79	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.03	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.22	—	—

Correlation

The correlation between FUAMX and BTTRX is 0.81, 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

FUAMX vs. BTTRX - Dividend Comparison

FUAMX's dividend yield for the trailing twelve months is around 3.35%, while BTTRX has not paid dividends to shareholders.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
FUAMX Fidelity Intermediate Treasury Bond Index Fund	3.35%	3.52%	3.58%	2.20%	1.24%	1.76%	2.90%	2.16%	2.23%	0.49%	0.00%	0.00%
BTTRX American Century Zero Coupon 2025 Fund	0.00%	0.00%	4.96%	4.00%	3.47%	3.27%	7.69%	3.90%	5.25%	1.05%	3.42%	2.85%

Drawdowns

Drawdown Indicators

	FUAMX	BTTRX	Difference
Max Drawdown Largest peak-to-trough decline	-20.25%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-3.10%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-18.27%	—	—
Current Drawdown Current decline from peak	-6.78%	—	—
Average Drawdown Average peak-to-trough decline	-7.33%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	1.09%	—	—

Volatility

Volatility by Period

	FUAMX	BTTRX	Difference
Volatility (1M) Calculated over the trailing 1-month period	1.65%	—	—
Volatility (6M) Calculated over the trailing 6-month period	2.90%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	4.88%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	6.61%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	5.87%	—	—