FUAMX vs. FTBFX
Compare and contrast key facts about Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity Total Bond Fund (FTBFX).
FUAMX is managed by Fidelity. FTBFX is managed by Fidelity. It was launched on Oct 15, 2002.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUAMX or FTBFX.
Correlation
The correlation between FUAMX and FTBFX is 0.90, 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. FTBFX - Performance Comparison
Key characteristics
FUAMX:
0.35
FTBFX:
0.87
FUAMX:
0.53
FTBFX:
1.27
FUAMX:
1.06
FTBFX:
1.15
FUAMX:
0.12
FTBFX:
0.51
FUAMX:
0.77
FTBFX:
2.51
FUAMX:
2.72%
FTBFX:
1.84%
FUAMX:
5.90%
FTBFX:
5.30%
FUAMX:
-20.82%
FTBFX:
-17.80%
FUAMX:
-13.18%
FTBFX:
-3.25%
Returns By Period
As of year-to-date, both investments have demonstrated similar returns, with FUAMX at -0.11% and FTBFX at -0.11%.
FUAMX
-0.11%
-0.05%
0.36%
2.29%
-1.01%
N/A
FTBFX
-0.11%
0.04%
1.72%
4.83%
0.74%
2.15%
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FUAMX vs. FTBFX - Expense Ratio Comparison
FUAMX has a 0.03% expense ratio, which is lower than FTBFX's 0.45% expense ratio.
Risk-Adjusted Performance
FUAMX vs. FTBFX — Risk-Adjusted Performance Rank
FUAMX
FTBFX
FUAMX vs. FTBFX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity Total Bond Fund (FTBFX). 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. FTBFX - Dividend Comparison
FUAMX's dividend yield for the trailing twelve months is around 4.34%, less than FTBFX's 5.51% 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% |
FTBFX Fidelity Total Bond Fund | 5.51% | 5.50% | 5.19% | 4.18% | 2.19% | 2.53% | 2.95% | 3.65% | 2.74% | 2.95% | 3.71% | 2.99% |
Drawdowns
FUAMX vs. FTBFX - Drawdown Comparison
The maximum FUAMX drawdown since its inception was -20.82%, which is greater than FTBFX's maximum drawdown of -17.80%. Use the drawdown chart below to compare losses from any high point for FUAMX and FTBFX. For additional features, visit the drawdowns tool.
Volatility
FUAMX vs. FTBFX - Volatility Comparison
Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a higher volatility of 1.71% compared to Fidelity Total Bond Fund (FTBFX) at 1.49%. This indicates that FUAMX's price experiences larger fluctuations and is considered to be riskier than FTBFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.