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:
0.35
FSRNX:
0.62
FUAMX:
0.53
FSRNX:
0.93
FUAMX:
1.06
FSRNX:
1.12
FUAMX:
0.12
FSRNX:
0.39
FUAMX:
0.77
FSRNX:
2.38
FUAMX:
2.72%
FSRNX:
4.22%
FUAMX:
5.90%
FSRNX:
16.13%
FUAMX:
-20.82%
FSRNX:
-44.26%
FUAMX:
-13.18%
FSRNX:
-12.61%
Returns By Period
In the year-to-date period, FUAMX achieves a -0.11% return, which is significantly lower than FSRNX's 0.68% return.
FUAMX
-0.11%
-0.05%
0.36%
2.29%
-1.01%
N/A
FSRNX
0.68%
1.37%
1.93%
9.31%
1.34%
2.99%
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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 4.34%, more than FSRNX's 2.84% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 4.34% | 4.33% | 2.76% | 2.05% | 1.34% | 1.60% | 2.17% | 2.41% | 0.49% | 0.00% | 0.00% | 0.00% |
FSRNX Fidelity Real Estate Index Fund | 2.84% | 2.86% | 2.84% | 2.66% | 1.25% | 3.33% | 3.18% | 3.73% | 2.27% | 2.58% | 4.01% | 4.77% |
Drawdowns
FUAMX vs. FSRNX - Drawdown Comparison
The maximum FUAMX drawdown since its inception was -20.82%, 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 1.71%, while Fidelity Real Estate Index Fund (FSRNX) has a volatility of 6.72%. 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.