FUAMX vs. FNBGX
Compare and contrast key facts about Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity Long-Term Treasury Bond Index Fund (FNBGX).
FUAMX is managed by Fidelity. FNBGX is managed by Fidelity. It was launched on Dec 20, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUAMX or FNBGX.
Correlation
The correlation between FUAMX and FNBGX is 0.89, 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.
Performance
FUAMX vs. FNBGX - Performance Comparison
Key characteristics
FUAMX:
0.66
FNBGX:
0.07
FUAMX:
0.99
FNBGX:
0.19
FUAMX:
1.12
FNBGX:
1.02
FUAMX:
0.21
FNBGX:
0.02
FUAMX:
1.40
FNBGX:
0.14
FUAMX:
2.67%
FNBGX:
6.15%
FUAMX:
5.64%
FNBGX:
12.43%
FUAMX:
-21.35%
FNBGX:
-47.77%
FUAMX:
-13.78%
FNBGX:
-40.58%
Returns By Period
In the year-to-date period, FUAMX achieves a 0.90% return, which is significantly lower than FNBGX's 1.42% return.
FUAMX
0.90%
0.69%
-1.77%
3.64%
-1.52%
N/A
FNBGX
1.42%
1.20%
-6.42%
1.19%
-7.06%
N/A
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FUAMX vs. FNBGX - Expense Ratio Comparison
Both FUAMX and FNBGX 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%.
Risk-Adjusted Performance
FUAMX vs. FNBGX — Risk-Adjusted Performance Rank
FUAMX
FNBGX
FUAMX vs. FNBGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity Long-Term Treasury Bond Index Fund (FNBGX). 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.
Dividends
FUAMX vs. FNBGX - Dividend Comparison
FUAMX's dividend yield for the trailing twelve months is around 3.60%, less than FNBGX's 3.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.60% | 3.59% | 2.19% | 1.64% | 1.34% | 1.60% | 2.17% | 2.23% | 0.49% |
FNBGX Fidelity Long-Term Treasury Bond Index Fund | 3.74% | 3.76% | 3.20% | 3.00% | 2.05% | 2.13% | 2.64% | 2.95% | 0.69% |
Drawdowns
FUAMX vs. FNBGX - Drawdown Comparison
The maximum FUAMX drawdown since its inception was -21.35%, smaller than the maximum FNBGX drawdown of -47.77%. Use the drawdown chart below to compare losses from any high point for FUAMX and FNBGX. For additional features, visit the drawdowns tool.
Volatility
FUAMX vs. FNBGX - Volatility Comparison
The current volatility for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) is 1.45%, while Fidelity Long-Term Treasury Bond Index Fund (FNBGX) has a volatility of 3.37%. This indicates that FUAMX experiences smaller price fluctuations and is considered to be less risky than FNBGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.