FUAMX vs. FSRNX
Compare and contrast key facts about Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity Real Estate Index Fund (FSRNX).
FUAMX is managed by Fidelity. FSRNX is a passively managed fund by Fidelity that tracks the performance of the MSCI US IMI Real Estate 25/25 Index. It was launched on Aug 9, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUAMX or FSRNX.
Correlation
The correlation between FUAMX and FSRNX is 0.14, 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.
Performance
FUAMX vs. FSRNX - Performance Comparison
Key characteristics
FUAMX:
0.61
FSRNX:
0.78
FUAMX:
0.91
FSRNX:
1.12
FUAMX:
1.11
FSRNX:
1.14
FUAMX:
0.19
FSRNX:
0.47
FUAMX:
1.29
FSRNX:
2.66
FUAMX:
2.66%
FSRNX:
4.60%
FUAMX:
5.64%
FSRNX:
15.73%
FUAMX:
-21.35%
FSRNX:
-44.26%
FUAMX:
-13.97%
FSRNX:
-10.45%
Returns By Period
In the year-to-date period, FUAMX achieves a 0.69% return, which is significantly lower than FSRNX's 3.17% return.
FUAMX
0.69%
0.79%
-2.37%
3.10%
-1.57%
N/A
FSRNX
3.17%
2.47%
1.33%
13.64%
1.15%
3.48%
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FUAMX vs. FSRNX - Expense Ratio Comparison
FUAMX has a 0.03% expense ratio, which is lower than FSRNX'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%.
Risk-Adjusted Performance
FUAMX vs. FSRNX — Risk-Adjusted Performance Rank
FUAMX
FSRNX
FUAMX vs. FSRNX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity Real Estate Index Fund (FSRNX). 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. FSRNX - Dividend Comparison
FUAMX's dividend yield for the trailing twelve months is around 3.61%, more than FSRNX's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 3.61% | 3.59% | 2.19% | 1.64% | 1.34% | 1.60% | 2.17% | 2.23% | 0.49% | 0.00% | 0.00% | 0.00% |
FSRNX Fidelity Real Estate Index Fund | 2.77% | 2.86% | 2.84% | 2.66% | 1.25% | 3.33% | 3.18% | 3.73% | 2.27% | 2.58% | 2.57% | 4.18% |
Drawdowns
FUAMX vs. FSRNX - Drawdown Comparison
The maximum FUAMX drawdown since its inception was -21.35%, smaller than the maximum FSRNX drawdown of -44.26%. Use the drawdown chart below to compare losses from any high point for FUAMX and FSRNX. For additional features, visit the drawdowns tool.
Volatility
FUAMX vs. FSRNX - Volatility Comparison
The current volatility for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) is 1.46%, while Fidelity Real Estate Index Fund (FSRNX) has a volatility of 4.31%. This indicates that FUAMX experiences smaller price fluctuations and is considered to be less risky than FSRNX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.