FUAMX vs. FBLTX
Compare and contrast key facts about Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX).
FUAMX is managed by Fidelity. FBLTX is managed by Fidelity. It was launched on Oct 8, 2015.
Performance
FUAMX vs. FBLTX - Performance Comparison
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FUAMX vs. FBLTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | -0.46% | 8.00% | 0.40% | 4.08% | -13.06% | -3.19% | 8.86% | 7.25% | 1.25% | -0.35% |
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | -0.10% | 4.39% | -8.05% | 2.71% | -31.84% | -4.89% | 18.27% | 14.36% | -1.24% | 1.99% |
Returns By Period
In the year-to-date period, FUAMX achieves a -0.46% return, which is significantly lower than FBLTX's -0.10% return.
FUAMX
- 1D
- 0.62%
- 1M
- -2.50%
- YTD
- -0.46%
- 6M
- 0.44%
- 1Y
- 3.70%
- 3Y*
- 2.80%
- 5Y*
- -0.18%
- 10Y*
- —
FBLTX
- 1D
- 1.37%
- 1M
- -4.30%
- YTD
- -0.10%
- 6M
- -1.00%
- 1Y
- -0.57%
- 3Y*
- -2.77%
- 5Y*
- -5.77%
- 10Y*
- -1.45%
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FUAMX vs. FBLTX - Expense Ratio Comparison
Both FUAMX and FBLTX have an expense ratio of 0.03%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
FUAMX vs. FBLTX — Risk / Return Rank
FUAMX
FBLTX
FUAMX vs. FBLTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX). 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 | FBLTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.89 | 0.07 | +0.82 |
Sortino ratioReturn per unit of downside risk | 1.32 | 0.17 | +1.15 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.02 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 1.60 | 0.19 | +1.41 |
Martin ratioReturn relative to average drawdown | 4.58 | 0.41 | +4.17 |
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
| FUAMX | FBLTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.89 | 0.07 | +0.82 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.03 | -0.37 | +0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | -0.10 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | -0.05 | +0.27 |
Correlation
The correlation between FUAMX and FBLTX 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
FUAMX vs. FBLTX - Dividend Comparison
FUAMX's dividend yield for the trailing twelve months is around 3.36%, less than FBLTX's 3.74% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.36% | 3.52% | 3.58% | 2.20% | 1.24% | 1.76% | 2.90% | 2.16% | 2.23% | 0.49% | 0.00% | 0.00% |
FBLTX Fidelity SAI Long-Term Treasury Bond Index Fund | 3.74% | 4.04% | 3.60% | 3.29% | 2.25% | 1.81% | 6.73% | 2.39% | 2.87% | 2.68% | 3.70% | 0.39% |
Drawdowns
FUAMX vs. FBLTX - Drawdown Comparison
The maximum FUAMX drawdown since its inception was -20.25%, smaller than the maximum FBLTX drawdown of -49.06%. Use the drawdown chart below to compare losses from any high point for FUAMX and FBLTX.
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Drawdown Indicators
| FUAMX | FBLTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -20.25% | -49.06% | +28.81% |
Max Drawdown (1Y)Largest decline over 1 year | -3.10% | -9.51% | +6.41% |
Max Drawdown (5Y)Largest decline over 5 years | -18.27% | -44.19% | +25.92% |
Max Drawdown (10Y)Largest decline over 10 years | — | -49.06% | — |
Current DrawdownCurrent decline from peak | -6.87% | -41.02% | +34.15% |
Average DrawdownAverage peak-to-trough decline | -7.33% | -20.65% | +13.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.08% | 4.47% | -3.39% |
Volatility
FUAMX vs. FBLTX - Volatility Comparison
The current volatility for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) is 1.72%, while Fidelity SAI Long-Term Treasury Bond Index Fund (FBLTX) has a volatility of 3.80%. This indicates that FUAMX experiences smaller price fluctuations and is considered to be less risky than FBLTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FUAMX | FBLTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.72% | 3.80% | -2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 2.91% | 6.63% | -3.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.89% | 11.51% | -6.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 6.61% | 15.72% | -9.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 5.87% | 14.62% | -8.75% |