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:
-0.03
FSRNX:
0.36
FUAMX:
0.00
FSRNX:
0.58
FUAMX:
1.00
FSRNX:
1.07
FUAMX:
-0.01
FSRNX:
0.22
FUAMX:
-0.07
FSRNX:
1.24
FUAMX:
2.47%
FSRNX:
4.58%
FUAMX:
6.00%
FSRNX:
15.97%
FUAMX:
-21.35%
FSRNX:
-44.26%
FUAMX:
-15.33%
FSRNX:
-13.96%
Returns By Period
In the year-to-date period, FUAMX achieves a -0.28% return, which is significantly lower than FSRNX's 4.08% return.
FUAMX
-0.28%
-1.15%
-0.23%
0.03%
-1.25%
N/A
FSRNX
4.08%
-5.48%
8.49%
4.87%
1.72%
3.97%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 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 2.68%, more than FSRNX's 1.38% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUAMX Fidelity Intermediate Treasury Bond Index Fund | 2.68% | 2.19% | 1.64% | 1.34% | 1.60% | 2.17% | 2.23% | 0.49% | 0.00% | 0.00% | 0.00% | 0.00% |
FSRNX Fidelity Real Estate Index Fund | 1.38% | 2.84% | 2.66% | 1.25% | 3.33% | 3.18% | 3.73% | 2.27% | 2.58% | 2.57% | 4.18% | 3.54% |
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 1.98%, while Fidelity Real Estate Index Fund (FSRNX) has a volatility of 5.12%. 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.