Correlation
The correlation between FUAMX and FIWGX is 0.05, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
FUAMX vs. FIWGX
Compare and contrast key facts about Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Strategic Advisers Fidelity Core Income Fund (FIWGX).
FUAMX is managed by Fidelity. FIWGX is managed by Fidelity. It was launched on Oct 16, 2018.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUAMX or FIWGX.
Performance
FUAMX vs. FIWGX - Performance Comparison
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Key characteristics
FUAMX:
1.15
FIWGX:
1.14
FUAMX:
1.54
FIWGX:
1.52
FUAMX:
1.18
FIWGX:
1.18
FUAMX:
0.41
FIWGX:
0.62
FUAMX:
2.27
FIWGX:
2.83
FUAMX:
2.68%
FIWGX:
2.01%
FUAMX:
5.91%
FIWGX:
5.52%
FUAMX:
-19.70%
FIWGX:
-17.83%
FUAMX:
-9.71%
FIWGX:
-4.20%
Returns By Period
In the year-to-date period, FUAMX achieves a 3.50% return, which is significantly higher than FIWGX's 2.24% return.
FUAMX
3.50%
-1.33%
1.86%
6.81%
0.96%
-1.81%
N/A
FIWGX
2.24%
-0.87%
0.85%
6.29%
1.95%
0.23%
N/A
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FUAMX vs. FIWGX - Expense Ratio Comparison
FUAMX has a 0.03% expense ratio, which is lower than FIWGX's 0.46% expense ratio.
Risk-Adjusted Performance
FUAMX vs. FIWGX — Risk-Adjusted Performance Rank
FUAMX
FIWGX
FUAMX vs. FIWGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Strategic Advisers Fidelity Core Income Fund (FIWGX). 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.
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Dividends
FUAMX vs. FIWGX - Dividend Comparison
FUAMX's dividend yield for the trailing twelve months is around 3.63%, less than FIWGX's 4.36% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.63% | 3.60% | 2.19% | 1.64% | 1.96% | 3.14% | 2.17% | 2.23% | 0.49% |
FIWGX Strategic Advisers Fidelity Core Income Fund | 4.36% | 4.38% | 3.80% | 3.01% | 2.08% | 6.65% | 4.30% | 0.64% | 0.00% |
Drawdowns
FUAMX vs. FIWGX - Drawdown Comparison
The maximum FUAMX drawdown since its inception was -19.70%, which is greater than FIWGX's maximum drawdown of -17.83%. Use the drawdown chart below to compare losses from any high point for FUAMX and FIWGX.
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Volatility
FUAMX vs. FIWGX - Volatility Comparison
Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a higher volatility of 1.82% compared to Strategic Advisers Fidelity Core Income Fund (FIWGX) at 1.39%. This indicates that FUAMX's price experiences larger fluctuations and is considered to be riskier than FIWGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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