FUMBX vs. FCNTX
Compare and contrast key facts about Fidelity Short-Term Treasury Bond Index Fund (FUMBX) and Fidelity Contrafund Fund (FCNTX).
FUMBX is a passively managed fund by Fidelity that tracks the performance of the Bloomberg Barclays 1-5 Year U.S. Treasury Index. It was launched on Dec 20, 2005. FCNTX is managed by Fidelity. It was launched on May 17, 1967.
Performance
FUMBX vs. FCNTX - Performance Comparison
Loading graphics...
FUMBX vs. FCNTX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FUMBX Fidelity Short-Term Treasury Bond Index Fund | -0.10% | 5.83% | 3.25% | 4.47% | -5.84% | -1.38% | 4.22% | 4.19% | 1.47% | -0.33% |
FCNTX Fidelity Contrafund Fund | -5.35% | 21.76% | 36.00% | 38.67% | -28.31% | 24.52% | 32.48% | 30.00% | -3.81% | 4.18% |
Returns By Period
In the year-to-date period, FUMBX achieves a -0.10% return, which is significantly higher than FCNTX's -5.35% return.
FUMBX
- 1D
- 0.10%
- 1M
- -0.77%
- YTD
- -0.10%
- 6M
- 0.85%
- 1Y
- 3.55%
- 3Y*
- 3.80%
- 5Y*
- 1.31%
- 10Y*
- —
FCNTX
- 1D
- 3.52%
- 1M
- -5.86%
- YTD
- -5.35%
- 6M
- -2.60%
- 1Y
- 19.23%
- 3Y*
- 24.91%
- 5Y*
- 13.21%
- 10Y*
- 16.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
FUMBX vs. FCNTX - Expense Ratio Comparison
FUMBX has a 0.03% expense ratio, which is lower than FCNTX's 0.39% expense ratio.
Return for Risk
FUMBX vs. FCNTX — Risk / Return Rank
FUMBX
FCNTX
FUMBX vs. FCNTX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Short-Term Treasury Bond Index Fund (FUMBX) and Fidelity Contrafund Fund (FCNTX). 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.
| FUMBX | FCNTX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.55 | 1.01 | +0.54 |
Sortino ratioReturn per unit of downside risk | 2.43 | 1.56 | +0.87 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.22 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 2.52 | 1.79 | +0.73 |
Martin ratioReturn relative to average drawdown | 8.74 | 6.87 | +1.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| FUMBX | FCNTX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.55 | 1.01 | +0.54 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.69 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.82 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.73 | 0.76 | -0.03 |
Correlation
The correlation between FUMBX and FCNTX is -0.07. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
FUMBX vs. FCNTX - Dividend Comparison
FUMBX's dividend yield for the trailing twelve months is around 3.41%, less than FCNTX's 4.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FUMBX Fidelity Short-Term Treasury Bond Index Fund | 3.41% | 3.51% | 2.91% | 1.64% | 0.86% | 1.15% | 1.41% | 1.88% | 1.64% | 0.34% | 0.00% | 0.00% |
FCNTX Fidelity Contrafund Fund | 4.93% | 5.21% | 4.19% | 3.78% | 11.87% | 10.80% | 8.01% | 4.16% | 7.46% | 6.08% | 3.81% | 5.33% |
Drawdowns
FUMBX vs. FCNTX - Drawdown Comparison
The maximum FUMBX drawdown since its inception was -8.83%, smaller than the maximum FCNTX drawdown of -49.19%. Use the drawdown chart below to compare losses from any high point for FUMBX and FCNTX.
Loading graphics...
Drawdown Indicators
| FUMBX | FCNTX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -8.83% | -49.19% | +40.36% |
Max Drawdown (1Y)Largest decline over 1 year | -1.54% | -11.30% | +9.76% |
Max Drawdown (5Y)Largest decline over 5 years | -8.60% | -32.59% | +23.99% |
Max Drawdown (10Y)Largest decline over 10 years | — | -32.59% | — |
Current DrawdownCurrent decline from peak | -1.06% | -8.18% | +7.12% |
Average DrawdownAverage peak-to-trough decline | -1.88% | -8.18% | +6.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.44% | 2.95% | -2.51% |
Volatility
FUMBX vs. FCNTX - Volatility Comparison
The current volatility for Fidelity Short-Term Treasury Bond Index Fund (FUMBX) is 0.74%, while Fidelity Contrafund Fund (FCNTX) has a volatility of 6.51%. This indicates that FUMBX experiences smaller price fluctuations and is considered to be less risky than FCNTX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| FUMBX | FCNTX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 6.51% | -5.77% |
Volatility (6M)Calculated over the trailing 6-month period | 1.37% | 11.12% | -9.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.32% | 19.95% | -17.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.89% | 19.19% | -16.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.49% | 19.64% | -17.15% |