FUAMX vs. FXNAX
Compare and contrast key facts about Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity U.S. Bond Index Fund (FXNAX).
FUAMX is managed by Fidelity. FXNAX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FUAMX or FXNAX.
Correlation
The correlation between FUAMX and FXNAX is 0.94, 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. FXNAX - Performance Comparison
Key characteristics
FUAMX:
-0.03
FXNAX:
0.33
FUAMX:
0.00
FXNAX:
0.50
FUAMX:
1.00
FXNAX:
1.06
FUAMX:
-0.01
FXNAX:
0.12
FUAMX:
-0.07
FXNAX:
0.92
FUAMX:
2.47%
FXNAX:
1.96%
FUAMX:
6.00%
FXNAX:
5.43%
FUAMX:
-21.35%
FXNAX:
-19.64%
FUAMX:
-15.33%
FXNAX:
-10.09%
Returns By Period
In the year-to-date period, FUAMX achieves a -0.28% return, which is significantly lower than FXNAX's 1.61% return.
FUAMX
-0.28%
-1.15%
-0.23%
0.03%
-1.25%
N/A
FXNAX
1.61%
-0.01%
1.31%
2.10%
-0.52%
1.22%
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FUAMX vs. FXNAX - Expense Ratio Comparison
FUAMX has a 0.03% expense ratio, which is higher than FXNAX's 0.03% expense ratio. However, 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. FXNAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Intermediate Treasury Bond Index Fund (FUAMX) and Fidelity U.S. Bond Index Fund (FXNAX). 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. FXNAX - Dividend Comparison
FUAMX's dividend yield for the trailing twelve months is around 2.68%, less than FXNAX's 3.35% 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% |
FXNAX Fidelity U.S. Bond Index Fund | 3.35% | 2.92% | 2.41% | 1.81% | 2.10% | 2.69% | 2.74% | 2.52% | 2.52% | 2.69% | 2.59% | 2.39% |
Drawdowns
FUAMX vs. FXNAX - Drawdown Comparison
The maximum FUAMX drawdown since its inception was -21.35%, which is greater than FXNAX's maximum drawdown of -19.64%. Use the drawdown chart below to compare losses from any high point for FUAMX and FXNAX. For additional features, visit the drawdowns tool.
Volatility
FUAMX vs. FXNAX - Volatility Comparison
Fidelity Intermediate Treasury Bond Index Fund (FUAMX) has a higher volatility of 1.98% compared to Fidelity U.S. Bond Index Fund (FXNAX) at 1.49%. This indicates that FUAMX's price experiences larger fluctuations and is considered to be riskier than FXNAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.